545 reviews | 24 verified advisers

Selection of recent reviews. Read all reviews

Review for Chris Marsh

January 2025

What could they have done better?

Nothing

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

Previous pension company was closing down the pension plan

How has Chris helped you?

He sorted out a pension plan for me

Have you seen the outcome you were hoping for?

Yes

Review for Chris Marsh

January 2025

What could they have done better?

Predicted the Financial crash Liz Truss started!

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

I had several old pensions and wanted advice on bringing these all together into a new pension.

How has Chris helped you?

Chris has helped me for several years now setting up pensions, isa' together with financial advice.

Have you seen the outcome you were hoping for?

Yes.

Review for Ebie Holmes

January 2025

What could they have done better?

Nothing he has been brilliant in every way and a very good commentator

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

To sort out my pensions

How has Ebie helped you?

He put all my pensions into one investment fund which is what I wanted

Have you seen the outcome you were hoping for?

Yes

Review for Nick Champ

January 2025

What could they have done better?

Nothing. Service & advice was above & beyond what I expected

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

I needed advice on my pension

How has Nick helped you?

Nick gave me some sound advice on my current pension position, but also some further advice about future financial arrangements.

Have you seen the outcome you were hoping for?

Yes, Nick’s advice has been proven right

Review for Nick Champ

January 2025

What could they have done better?

NA

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

Pension Advisor for Cullen Wealth

How has Nick helped you?

Annual pension review

Have you seen the outcome you were hoping for?

Lots of great advice and outcome was what we hoped for.