384 reviews | 8 verified advisers
Review for Tom Bostock
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Wanted to consolidate old pensions
How has Tom helped you?
Yes very helpful
Have you seen the outcome you were hoping for?
Yes, although early days as of yet
Review for Ben Sloggett
What could they have done better?
Nothing, I was very happy with the service
What were the circumstances that caused you to initially look for a financial adviser?
I had 3 pension pots and wanted to combine them into one annuity
How has Ben helped you?
Advising all the options available to me, eg. Annuity or drawdown.
Have you seen the outcome you were hoping for?
Yes I have, I wanted the security of a monthly income for life.
Review for Sophie Tinney
What could they have done better?
There is nothing I can think of to improve the service I have received.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for options to transfer historic pensions into one investment.
How has Sophie helped you?
Sophie explains everything in a clear and concise manner and is able to answer any questions I have. Sophie is always available for any ad-hoc questions I may have during the year.
Have you seen the outcome you were hoping for?
Yes, at present the outcome looks better than I had anticipated.
Review for Tom Bostock
What could they have done better?
The entire process has been very easy so nothing in my opinion could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
When I reached the age of 55 I required some specialist advice in planning for my retirement and how best to utilise my pension options.
How has Tom helped you?
After supplying Tom with some background information, he was able to clearly explain with the help of data analysis and projections just how my financial future was potentially stacking up and this gave me the ability to plan how I wanted to use my various pension pots most effectively.
Have you seen the outcome you were hoping for?
Although it is still early days, so far the outcome is very favourable and I am happy with the overall plan we have in place. I have already recommended Tom to other friends and they are also very happy with his service and professionalism.
Review for Alison Tyne
What were the circumstances that caused you to initially look for a financial adviser?
While working I had a few pensions and together with a colleague at the time decided to combine them into one pension scheme.
How has Alison helped you?
She has given me advice on how my pension is performing, if my investment portfolio needs to be modified with new funds, what my financial requirements are for the next 12 months, what large expenses I expect this year, what my tax free cash amount is, how long my pension pot is predicted to last, what my risk attitude is and finally what sort of fees I can expect to pay.
Have you seen the outcome you were hoping for?
Yes as after 12 months draw down the fund is still slightly more than it was 12 months ago.
