Top Rated Firm 2025
437 reviews | 4 verified advisers
Review for Tara Wood
What could they have done better?
Not a lot really!
What were the circumstances that caused you to initially look for a financial adviser?
The need to invest my family inheritance, together with the planning of my retirement pensions, which were activated five years later.
How has Tara helped you?
Most definitely. Tara has been both proactive and reactive, throughout, regarding our financial matters; instilling confidence in both my wife and myself, which I personally haven't received from previous IFA's. One of her greatest assets is her easy-going approach, friendliness, and personability.
Have you seen the outcome you were hoping for?
For the most part, yes. The domestic and global market fluctuations which have ensued; particularly since the Covid-19 pandemic, could not have been predicted, and every effort was made by Tara and CIFS, to counter this, as the various problems arose.
Review for Madeleine Hollands
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I have been with Cheltenham IFA getting on for ten years, but I didn't meet Madeleine until recently when I had my bi annual review
How has Madeleine helped you?
She continued to give me the professional service I had come to expect from Cheltenham IFA
Have you seen the outcome you were hoping for?
This question is not relevant to me.
Review for Madeleine Hollands
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
The company was recommended on the retirement of my previous financial adviser
How has Madeleine helped you?
Following a couple of face- to face meetings she has advised us to make a few changes to our which hopefully will increase the returns on our investments
Have you seen the outcome you were hoping for?
We have only just signed off on those changes during the last two weeks
Review for Madeleine Hollands
What could they have done better?
Can't think of anything
What were the circumstances that caused you to initially look for a financial adviser?
To manage my portfolio
How has Madeleine helped you?
Kept a steady income for me
Have you seen the outcome you were hoping for?
Yes
Review for Tara Wood
What could they have done better?
Very little. Their 'Balance Portfolio' has done better than the average in that sector which is comforting. They are at the mercy of the vagaries of the Stock Markets.
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I had retired and we wanted advice on investments and inheritance planning.
How has Tara helped you?
She has given us advice on both.
Have you seen the outcome you were hoping for?
Growth has been less than expected but the stock markets have been very unsettled since we invested.
