74 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Craig Dickinson

May 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Drawing tax free pension

How has Craig helped you?

Craig has provided me with advice about my personal pension and taken care of administration regarding tax free pension drawings.

Have you seen the outcome you were hoping for?

Yes

Review for Sue Barnes

May 2025

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for a financial adviser?

We needed expertise to complete a HMRC Inheritance Tax form.

How has Sue helped you?

She completed the forms.

Have you seen the outcome you were hoping for?

Yes.

Review for Craig Dickinson

April 2025

What could they have done better?

nothing

What were the circumstances that caused you to initially look for a financial adviser?

tax free lump sum investment

How has Craig helped you?

advice, recommendations, support & all paperwork

Have you seen the outcome you were hoping for?

yes , so far

Review for Craig Dickinson

April 2025

What could they have done better?

Nothing springs to mind about anything to do better

What were the circumstances that caused you to initially look for a financial adviser?

Trying to sort 2 separate pensions into one but didn't have the know how to do it

How has Craig helped you?

Explained in plain English how and why Craig was doing what choice he did

Have you seen the outcome you were hoping for?

Yes definitely had the outcome I was hoping for infact it was better than expected

Review for Sue Barnes

April 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Buying a new house

How has Sue helped you?

Sue was very professional and knowledgeable

Have you seen the outcome you were hoping for?

Yes