564 reviews | 23 verified advisers
Review for Liam Baxter
What could they have done better?
Nothing, everything is good
What were the circumstances that caused you to initially look for a financial adviser?
Need to receive money from my pension
How has Liam helped you?
Liam advised on the impact that my request would have in the long term, explaining pros and cons of my withdrawal request.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Testa
What could they have done better?
We have no negative comments.
What were the circumstances that caused you to initially look for a financial adviser?
Wealth from moving house. Reaching age 50.
How has Matthew helped you?
Actively listened to our life aspirations. Gathered information about our current investments and savings. Measured our risk tolerance. Provided a cash flow analysis. Delivered recommendations for finacial planning. Transparrent regarding fees. Communicated complex financial topics into easy to understand language. Invoked confidence and trust.
Have you seen the outcome you were hoping for?
Yes. We have a robust financial plan that will evolve with us over time as we approach retirement age.
Review for Matthew Testa
What could they have done better?
I really don’t think anything could be better he has explained everything to me and I’m very satisfied with the outcome
What were the circumstances that caused you to initially look for a financial adviser?
This was passed on to me from my late husband
How has Matthew helped you?
Thanks to Matthew he gives advice which I understand
Have you seen the outcome you were hoping for?
Yes all good
Review for Ebie Holmes
What could they have done better?
Nothing Ebie is very knowledgeable and helpful
What were the circumstances that caused you to initially look for a financial adviser?
Wanted to change my pension provider and as my husband is a customer decided to move to Ebie and Aviva
How has Ebie helped you?
Ebie is very informative and helpful, he is open and honest has a wonderful manner and is always interested in you as a person. He explained everything in detail and advised on all aspects of the process and how to complete the Change over making it very easy.He is easily contactable and nothing is ever an issue he will answer anything that needs attention in a timely manner.
Have you seen the outcome you were hoping for?
Yes the transition was very easy
Review for Praful Mistry
What could they have done better?
no issues
What were the circumstances that caused you to initially look for a financial adviser?
retirement started end May 25 and Praf was involved for a few months prior to that date
How has Praful helped you?
Very good
Have you seen the outcome you were hoping for?
main issue was draw down of part lump sum to purchase a campervan
