Top Rated Firm 2025
425 reviews | 4 verified advisers
Review for Ben Burgess
What were the circumstances that caused you to initially look for a financial adviser?
Help with financial planing.
How has Ben helped you?
Good understanding of personal circumstances, help with financial planing.
Have you seen the outcome you were hoping for?
Yes.
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?
LEGACY FROM PARENTS
How has Madeleine helped you?
Sensible low risk advise
Have you seen the outcome you were hoping for?
yes
Review for Madeleine Hollands
What could they have done better?
The American people could have voted in a different President.
What were the circumstances that caused you to initially look for a financial adviser?
Consolidation of multiple pension schemes
How has Madeleine helped you?
Asvised on the best scheme to transfer the pension schemes into with the access and drawback options that i wanted, agreed the risk levels for investments that i was comfortable with.
Have you seen the outcome you were hoping for?
Yes
Review for Madeleine Hollands
What could they have done better?
The American people could have voted in a different President.
What were the circumstances that caused you to initially look for a financial adviser?
The desire to consolidate multiple pension schemes
How has Madeleine helped you?
Advised on the correct scheme into which the pensions have been consolidated, the level if risk with which i am comfortable for thebinvestment portfolio, access to drawdown funds.
Have you seen the outcome you were hoping for?
Absolutely
Review for Madeleine Hollands
What could they have done better?
Monitor the current markets and advise regularly and promptly
What were the circumstances that caused you to initially look for a financial adviser?
My pensions advisor sold his business to the Cheltenham Independent Financial Advisors and recommended the switch
How has Madeleine helped you?
Developed an understanding of my pension needs, with recommendations to maximise and protect my pension aspirations
Have you seen the outcome you were hoping for?
Good sound plans and advise on short term planning
