368 reviews | 23 verified advisers
Review for Praful Mistry
What could they have done better?
No comments.
What were the circumstances that caused you to initially look for a financial adviser?
Through work.
How has Praful helped you?
Increased understanding of retirement planning.
Have you seen the outcome you were hoping for?
Yes, more than anticipated.
Review for Brighda Thomas
What could they have done better?
nothing!
What were the circumstances that caused you to initially look for a financial adviser?
we 'inherited' Brighda with regard to my pension fund which had been looked after by her company for many years
How has Brighda helped you?
Her advice and comprehension of our pension needs has been exceptional both professionally and personally. Her most recent advice has been extremely successful and we have been delighted with her recommendations which showed an excellent knowledge of the pension market.
Have you seen the outcome you were hoping for?
we most certainly have at this moment in time.
Review for Chris Marsh
What could they have done better?
Chris exceeded expectations
What were the circumstances that caused you to initially look for a financial adviser?
The firm I work for directed me to Chris as a pensions adviser working for Cullen Wealth
How has Chris helped you?
Pension advice and financial planning.
Have you seen the outcome you were hoping for?
Very much so. Chris provides excellent advice in the confusing arena that is pensions and long term financial planning. He down to earth advice is always welcome.
Review for Praful Mistry
What could they have done better?
Not to my knowledge
What were the circumstances that caused you to initially look for a financial adviser?
Initially Cullen wealth were appointed to advise on pensions through my employer. This changed when I left the organisation and as I was, by then, a personal client I continued to use Praful as my Pension and final planning advisor,
How has Praful helped you?
Pension advise and financial planning in general.
Have you seen the outcome you were hoping for?
Very much so, very pleased with the results.
Review for Dan Condron
What could they have done better?
I am happy with the advice that I have received and do not think that the issues could have been handled any better than they were.
What were the circumstances that caused you to initially look for a financial adviser?
Seeking advice on Pension Planning whilst still working in my own private business.
How has Dan helped you?
Dan took over from a previous adviser within the same company and the handover was handled very well. We have since moved on to further pension planning and considered Inheritance Tax issues. Dan takes sufficient time to go over complicated issues in a very organised and friendly manner. He listens carefully to my comments and observations before moving on. We take as much time as necessary to cover the various topics under consideration.
Have you seen the outcome you were hoping for?
Yes, I have seen the outcome that I was hoping for. I have moved funds within the pension scheme, and I have accepted advice on Inheritance Tax planning.
