464 reviews | 4 verified advisers
Review for Madeleine Hollands
What could they have done better?
Made more money. Bit of a dumb question
What were the circumstances that caused you to initially look for a financial adviser?
Investments and inheritance planning
How has Madeleine helped you?
Sound advice, clearly explained v
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
Nobody could have done any better than CIFA. Ben has done the very best to get the best out of our investments.
What were the circumstances that caused you to initially look for a financial adviser?
Previously with an adviser who highly recommend CIFA (Christian&Ben)and we have been highly impressed with the service we have had over the years ,Long may it continue
How has Ben helped you?
Very informative, he goes to great lengths to explain the needs we require and future investments, he is very friendly and as well as a advisor we also feel he is a good friend who we can rely on if needed.
Have you seen the outcome you were hoping for?
Yes
Review for Tara Wood
What could they have done better?
For me, nothing
What were the circumstances that caused you to initially look for a financial adviser?
pension management
How has Tara helped you?
Tara has been my financial adviser for a number of years now and knows my personal circumstances well. She is therefore well placed to give me relevant advice and always explains the pros and cons in a clear and understandable way. Talking things through with Tara is as comfortable as chatting with a friend, and that helps enormously.
Have you seen the outcome you were hoping for?
Yes. We always discuss outcomes any what may be involved, and I always come away from meetings satisfied we have the best course of action. Cheltenham IFA always deliver what has been agreed.
Review for Tara Wood
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Safe management of my investments for the future.
How has Tara helped you?
By consistently providing top-quality advice.
Have you seen the outcome you were hoping for?
Yes.
Review for Tara Wood
What could they have done better?
nothing!
What were the circumstances that caused you to initially look for a financial adviser?
investments needing to be wisely invested for the future
How has Tara helped you?
Tara has assisted me with investment advice over many years, and before she joined CIFA. She has always provided a professional and friendly service with clear clarification of financial advice given.
Have you seen the outcome you were hoping for?
yes
