74 reviews | 2 verified advisers
Review for Craig Dickinson
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
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
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
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
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
