453 reviews | 22 verified advisers

Selection of recent reviews. Read all reviews

Review for Brighda Thomas

November 2024

What could they have done better?

She is quick to respond and always cheery and positive. I couldn’t ask for more.

What were the circumstances that caused you to initially look for a financial adviser?

Planning for and approaching our retirement.

How has Brighda helped you?

Brighda has helped us to anticipate our requirements for early retirement and given us confidence to move ahead with our plans.

Have you seen the outcome you were hoping for?

Yes definitely.

Review for Brighda Thomas

November 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Desire to ensure pensions and related later life planning was done in good time

How has Brighda helped you?

Expert advice

Have you seen the outcome you were hoping for?

Yes

Review for Matthew Testa

November 2024

What were the circumstances that caused you to initially look for a financial adviser?

i needed to plan for retirement before it was too late

How has Matthew helped you?

advised and managed my pension and ISA

Have you seen the outcome you were hoping for?

yes if it caries on like the last 12 months

Review for Brighda Thomas

November 2024

What could they have done better?

I can't think of anything - I am very happy with all aspects of the service provided by Brighda.

What were the circumstances that caused you to initially look for a financial adviser?

I was needing expert advice on how to best invest inherited and personal funds to prepare for later life

How has Brighda helped you?

Brighda clearly has an in-depth and up-to-date understanding of finance, which is just impossible for most people outside the sector to attain and maintain. She conveys her advice clearly, and answers any questions comprehensively. On top of all her expertise and clarity of communication, Brighda is highly professional and pleasant to deal with.

Have you seen the outcome you were hoping for?

Yes, my investments are doing well, thank you.

Review for Praful Mistry

November 2024

What were the circumstances that caused you to initially look for a financial adviser?

Retirement planning

How has Praful helped you?

Consolidated pensions into one plan with Aviva

Have you seen the outcome you were hoping for?

Yes