68 reviews | 2 verified advisers
Review for Craig Dickinson
What could they have done better?
Everything was as I had hoped.
What were the circumstances that caused you to initially look for a financial adviser?
Looking for mostvtax efficient way to drawdown my various pension pots and invest them with easy access.
How has Craig helped you?
Advised me accordingly, taking into account my risk profile and overall financial position for the future .
Have you seen the outcome you were hoping for?
Yes.
Review for Sue Barnes
What could they have done better?
Nothing at all.
What were the circumstances that caused you to initially look for a financial adviser?
Elmfield were recommended through my Employee Assistance Program, as I was looking to consolidate my existing pension, prior to retirement.
How has Sue helped you?
Sue and Elmfield have been fantastic, their advise has been both detailed and easy to understand. In addition Sue and the whole team have been really friendly and down to earth.
Have you seen the outcome you were hoping for?
Yes, I wanted to simply my pensions, with a safe and established company, with easy access to my account. All of these perimeters were achieved.
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?
Having tried unsuccessfully to access my retirement pension I asked Sue to help me
How has Sue helped you?
Tirelessly pursuing my pension pot provider through months of problems and delays. Sue was always patient and professional and kept me updated throughout. A lovely lady to deal with.
Have you seen the outcome you were hoping for?
Yes. I am delighted.
Review for Craig Dickinson
What could they have done better?
Nothing, first class service.
What were the circumstances that caused you to initially look for a financial adviser?
I first approached Elmfield Financial Plannning (Craig Dickenson) to amalgamate two workplace pensions into a drawdown pension.
How has Craig helped you?
At age 77, I was aware that my beneficeries would face a hefty tax bill on my pension savings. Having no need of an income from the drawdown pension, Craig explained clearly, both verbally and graphically, how best to access my drawdown pot in the most tax efficient way. He then recommended other products where the money could be reinvested at good returns at relatively low risk.
Have you seen the outcome you were hoping for?
Yes, the drawdown pension has been set up and I have received my lump sum. I was kept upto date throughout the process by the staff at Elmfield who I found very pleasant and efficient.
Review for Craig Dickinson
What could they have done better?
They did a great job for me
What were the circumstances that caused you to initially look for a financial adviser?
Best way to transfer my pension,to a better scheme for me
How has Craig helped you?
Advice was most helpful
Have you seen the outcome you were hoping for?
Yes
