525 reviews | 23 verified advisers
Review for Tom Sheldon
What could they have done better?
From the outset, Tom carefully assessed my attitude towards 'risk' and he has ensured my risk profile is kept up to date. If I had been less risk averse, perhaps my investments might have yielded more, but they equally might have lost more in value, ultimately my choice! I find it hard to find where things could have been done better, because Tom has delivered for my wife and I.
What were the circumstances that caused you to initially look for a financial adviser?
I was fortunate enough to have met Tom when my employer engaged Cullen Wealth as pensions advisor to the business. By chance allocation, Tom was responsible for advising me in the latter period of my career. When I left that business and went self-employed, continuity of service was secured.
How has Tom helped you?
Tom has become a trusted source for guiding me through into retirement, providing a sense-check for managing my pension pot through some turbulent periods.
Have you seen the outcome you were hoping for?
The short answer is...yes. By ensuring we maintain contact during the year and Tom is always available at reasonable notice, to respond to any ad hoc query that may arise, I feel the level of service has been excellent.
Review for Chris Marsh
What could they have done better?
I have no suggestions for improvement—Chris is personable, attentive, and takes a genuine interest in my situation. He ensures I’m always well-informed about the progress of my investments.
What were the circumstances that caused you to initially look for a financial adviser?
As part of my employment, the company provides us with annual or biannual pension reviews.
How has Chris helped you?
For the past eight years, I’ve had regular meetings with Chris, who has provided valuable support in keeping me updated on my pension performance and the overall value of my retirement benefits.
Have you seen the outcome you were hoping for?
While I have not yet retired, I find the potential retirement income projections reassuring and encouraging.
Review for Chris Marsh
What could they have done better?
I do no think there is anything that could be improved on, I very happy with the level of service I am receiving.
What were the circumstances that caused you to initially look for a financial adviser?
I have regular pension reviews with Chris via my employer.
How has Chris helped you?
Chris (Cullen Wealth) provides regular updates and information regarding my pension on how it's performing and looking at the level of risk the fund is being invested in.
Have you seen the outcome you were hoping for?
I do not currently plan to retire in the foreseeable future so I'm aiming for my fund to keep steadily growing, at the moment the fund is still doing this so I'm very happy with it's progress.
Review for Matthew Testa
What could they have done better?
I don't think there's anything that could have been done better, as I have always been happy with the service received.
What were the circumstances that caused you to initially look for a financial adviser?
I felt the need to review and consolidate my pension options at that time, and cullen wealth were recommended by my accountant.
How has Matthew helped you?
Mathew continued to advise me following the implementation of recommendations from previous consultants in the cullen wealth team. Matthew has given consistently good advice and options which gave me control over my pension choices, all delivered in the most friendly and professional way. I will miss our regular meetings and updates.
Have you seen the outcome you were hoping for?
Yes I believe that the outcome will be the best option for my circumstances, but obviously only time will tell.
Review for Ebie Holmes
What could they have done better?
NA
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning advice
How has Ebie helped you?
Consolidation of pension portfolio, investment advice though Stocks and Shares IAS and retirement cash flow forecasts
Have you seen the outcome you were hoping for?
Looks promising and all on plan for early retirement later this year
