518 reviews | 23 verified advisers
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
Review for Matthew Testa
What could they have done better?
None
What were the circumstances that caused you to initially look for a financial adviser?
Following retirement myself and my husband both had pension pots and needed advice re investment
How has Matthew helped you?
We review our savings yearly. He advises us re the market, our profits etc. We assess our risk profile
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Testa
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Ongoing advice from a company i have been associated with for a number of years
How has Matthew helped you?
Ongoing advice regarding pensions and retirement
Have you seen the outcome you were hoping for?
Ongoing
Review for Ebie Holmes
What could they have done better?
Difficult to actually identify any improvement as my goals to date have been met.
What were the circumstances that caused you to initially look for a financial adviser?
With not being an expert on Pensions, it made total sense for me to use the services of a trusted adviser
How has Ebie helped you?
Ebie has helped me tremendously these last few years on planning for my retirement, advising when it made sense to switch funds in order to meet my retirement requirements
Have you seen the outcome you were hoping for?
Yes, 100%. With Ebie's extensive experience and knowledge and advise, I am nearing the outcome I have always planned for and I'm on track to retire next year
Review for Matthew Testa
What could they have done better?
Nothing really as advice is given And answered all my questions
What were the circumstances that caused you to initially look for a financial adviser?
To get advice on my pension
How has Matthew helped you?
By giving advice on my pension And how best to utilise it
Have you seen the outcome you were hoping for?
Yes
