528 reviews | 22 verified advisers
Review for Matthew Testa
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Approaching the end of my working life
How has Matthew helped you?
Discuss finances, my needs now and future, what’s available financially, enables management and movements of monies invested
Have you seen the outcome you were hoping for?
Yes
Review for Liam Baxter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Workplace pension
How has Liam helped you?
Yes extremely helpful
Have you seen the outcome you were hoping for?
Yes
Review for Alec Butcher
What could they have done better?
Nothing really other tha sometime I get things via email which Alex has asked for things to be sent in the post as this is what I prefer .
What were the circumstances that caused you to initially look for a financial adviser?
I was recommended by a friend to go with Cullen Wealth as they had and were impressed , I was drawing down a works pension, I wanted to know what was the best investment t for me to be able to draw down. From this pension each month amd havee access to money if I needed it.
How has Alec helped you?
Alex has helped me understand how my money has been invested and tries to reassure me about the ups amd downs.
Have you seen the outcome you were hoping for?
Yes I have seen the out come so far I wanted
Review for Matthew Testa
What were the circumstances that caused you to initially look for a financial adviser?
Was unhappy with the service being provided by the previous company.
How has Matthew helped you?
An offer to provide a review of a product with a view to increasing the returns.
Have you seen the outcome you were hoping for?
To date the return has been higher than previous.
Review for Liam Baxter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Leading up to retirement
How has Liam helped you?
Explained our pension in detail
Have you seen the outcome you were hoping for?
Yes
