81 reviews | 2 verified advisers
Review for Sue Barnes
What were the circumstances that caused you to initially look for a financial adviser?
My pension my friend but on to sue
How has Sue helped you?
Very well and helpful
Have you seen the outcome you were hoping for?
Sue took us through the pension helped use to understand it?
Review for Craig Dickinson
What could they have done better?
Very happy with the service.
What were the circumstances that caused you to initially look for a financial adviser?
Advice on withdrawing tax free cash from pension
How has Craig helped you?
Yes absolutely 100%
Have you seen the outcome you were hoping for?
Yes
Review for Craig Dickinson
What could they have done better?
Nothing. The process is very organised and Craig and his team offer great customer service.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to plan for early retirement and wanted some advice on my various pensions.
How has Craig helped you?
Craig explained my pensions clearly and the options I have.
Have you seen the outcome you were hoping for?
Yes I now feel more confident about the performance of my pensions and I have switched to a better one.
Review for Craig Dickinson
What could they have done better?
Don't think I can find any fault in the advice I was given.
What were the circumstances that caused you to initially look for a financial adviser?
Having lost my husband I needed help in sorting out my finances.
How has Craig helped you?
Craig was very professional and was very approachable and gave me confidence in making decisions on how to proceed in my circumstances.
Have you seen the outcome you were hoping for?
Yes and the office staff have been very good at keeping me informed along the way.
Review for Craig Dickinson
What could they have done better?
Nothing, all staff were on hand to help answer my questions and guide me.
What were the circumstances that caused you to initially look for a financial adviser?
I sort advice about a small pension I had from many years ago. I was wanting to invest it elsewhere and it was locked in with a guarantee. (I think it’s called). I had to seek advise before they would let me have access to it.
How has Craig helped you?
Understand my Pension. Advised on better Pensions and advised on how to withdraw some for other investments with better returns.
Have you seen the outcome you were hoping for?
Absolutely
