266 reviews | 4 verified advisers
Review for Madeleine Hollands
What were the circumstances that caused you to initially look for a financial adviser?
Death of family member.
How has Madeleine helped you?
Looking flyer our investments.
Have you seen the outcome you were hoping for?
Yes
Review for Tara Wood
What were the circumstances that caused you to initially look for a financial adviser?
Fully occupied by home and work and I wanted to offload management of my pensions and other investments.
How has Tara helped you?
Mapping my needs to an investment and pensions strategy which took my needs as the basis.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not sure they could.
Review for Tara Wood
What were the circumstances that caused you to initially look for a financial adviser?
Transferred from another advisor
How has Tara helped you?
Advice Advise Advice
Have you seen the outcome you were hoping for?
Oh yes
Review for Madeleine Hollands
What were the circumstances that caused you to initially look for a financial adviser?
Wanting to obtain expert advice and financial management to achieve greater growth
How has Madeleine helped you?
Madeleine offers solutions only a professional in their field would offer. Madeleine has been very patient with numerous questions whilst starting my investment journey.
Have you seen the outcome you were hoping for?
Strong returns in Y1
What could they have done better?
Nothing
Review for Madeleine Hollands
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to continue a reasonable lifestyle during our retirement
How has Madeleine helped you?
Advised us on how to get the best out of our assets and hopefully grow them in the future alongside being able to experience the lifestyle we have chosen
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
