532 reviews | 23 verified advisers
Review for Chris Marsh
What were the circumstances that caused you to initially look for a financial adviser?
Starting to plan for retirement, interested to hear what options would be available to me. Wanted to make our money work harder for us. Financial planning is very complicated, so may things to take into account, needed really good advice about this. Chris came very highly recommended.
How has Chris helped you?
Chris has advised on how to better use our portfolio, Chris and his team have worked with us to make that happen. Consequently, it has been a pretty painless process for us. The projections provided, with different scenarios factored in, have been really useful and reassuring. We've been able to speak with Chris about "what if" situations, which has really helped with planning next steps.
Have you seen the outcome you were hoping for?
In terms of looking ahead and considering our options, absolutely no question. Chris' personable manner is great, helps to make what could be potentially stressful discussions (owing to the content discussed) very easy.
Review for Robert Doogan
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
A inheritance from my late father and grandmother
How has Robert helped you?
Over the last 13 years Robert has consistently provided me with excellent advice regarding my investments, taking into account my current personal circumstances and also looking ahead to retirement planning to ensure that I have the best return for my money and also will be able to maintain my standard of living into retirement. He is always at the end of the phone or email and is more than happy to , very patiently, answer and query I have.
Have you seen the outcome you were hoping for?
Yes, and the investment performance over the year is always reviewed and explained in full.
Review for Matthew Testa
What could they have done better?
Not much to be honest…I found Matthew very helpful, patient and he knew the answers to my questions.
What were the circumstances that caused you to initially look for a financial adviser?
I received a small inheritance from my father plus I downsized.
How has Matthew helped you?
Tremendously! I am a single person who hates paperwork plus I am not very computer literate! I just want somebody else to sort everything out and hopefully get the best deal!
Have you seen the outcome you were hoping for?
Not yet money wise ….but we have met several times to discuss what is happening and the best way forward. Matthew has explained everything to me. I also received very good information about a private pension which Matthew checked for me and I had no idea of the details.
Review for Matthew Testa
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Not relevant. Cullen Wealth were my parents advisors and I am now acting for my elderly mother under Power of Attorney.
How has Matthew helped you?
Matt has been involved over the last 2 - 3 years and has given consistent and helpful advice and guidance.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Testa
What could they have done better?
Not a lot, every bit of advice has helped me make what I think is the correct for my families future
What were the circumstances that caused you to initially look for a financial adviser?
This was part off the package from Cullen Wealth when they took over advising Avanti personnel
How has Matthew helped you?
Advised me on how to go down the right road regarding my pension drawdown and finally advising me on the life time annuity for myself and my wife
Have you seen the outcome you were hoping for?
I have been greatly impressed on the way Cullen Wealth have handled my pension over the last few years
