426 reviews | 9 verified advisers
Review for Alison Tyne
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for advice on investing my money in a private pension.
How has Alison helped you?
Alison has been very helpful in giving me a detailed overview of how my investments have faired during the last 12 months.
Have you seen the outcome you were hoping for?
Yes I'm happy with the outcome.
Review for Tom Bostock
What could they have done better?
There is quite a long "lead time" for my withdrawal of tax free lump sums but I understand that this is mainly due to the bureocracy within James Hay.
What were the circumstances that caused you to initially look for a financial adviser?
I had an early retirement at age 62 due to medical reasons and therefore I needed a plan that would be flexible enough to provide regular income but also leave the option of tax free money along the way.
How has Tom helped you?
Tom has conducted our annual review, firstly in person and latterly on Zoom, together with our FA Kevin Rhoades of Penmor. Tom is personable and knowledgeable and also keeps up with our personal and family issues.
Have you seen the outcome you were hoping for?
IP have maintained a regular, positive enrichment of my pension fund with careful and competent investment decisions
Review for Tom Bostock
What could they have done better?
Suggested changes questions from first draft report were incorporated in final version
What were the circumstances that caused you to initially look for a financial adviser?
I am not a pension expert and he was recommended
How has Tom helped you?
Plan cash flow for retirement with good review of individual pension characteristics
Have you seen the outcome you were hoping for?
Yes
Review for Simon Wateridge
What could they have done better?
Honestly, I cannot say that Sion could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
Coming up to retirement I was faced with complex choices, I did not fully understand.
How has Simon helped you?
Yes he reassured and confirmed my thoughts, offered me some alternatives, and generally helped me.
Have you seen the outcome you were hoping for?
He helped me come to the right decision.
Review for Alison Tyne
What could they have done better?
It’s all good at the momebt
What were the circumstances that caused you to initially look for a financial adviser?
Looking for investment advice to help make our savings work for us and provide financial security going forward.
How has Alison helped you?
Alison has provided clear guidance and recommendations for investments and helped us make the most of allowances in ways we would never have thought of.
Have you seen the outcome you were hoping for?
Investments are increasing as proposed and platforms are easy to track and monitor.
