86 reviews | 2 verified advisers
Review for Sue Barnes
What could they have done better?
Nothing. Sue went above and beyond my expectations.
What were the circumstances that caused you to initially look for a financial adviser?
Death of my husband
How has Sue helped you?
Sue has been amazing helping me navigate through all the challenges and advising me on numerous financial and personal issues.
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?
I was looking for advise on how to manage my pensions savings in anticipation of my 55th birthday
How has Craig helped you?
Hi gave clear, easy to understand advise on the options available to me.
Have you seen the outcome you were hoping for?
Yes, I have been able to take a tax free lump sum and reinvest my pension pot to allow me to start a draw down when I'm ready to do so.
Review for Sue Barnes
What could they have done better?
Honestly, I can think of nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I had a private pension and needed impartial, constructive advice on how to manage it and maximise its potential for my retirement.
How has Sue helped you?
From the outset, Sue provided solid advice against a knowledgeable back drop of all the options open to me. She explained in a way I could understand, using a variety of mediums to explain the various pros and cons of each decision and the long term impact, set against the growth targets I was looking to achieve.
Have you seen the outcome you were hoping for?
Absolutely. Sue keeps in regular contact and I feel I can, in turn, contact her as and when my personal circumstances change. There is no judgement, she diligently, efficiently and professionally helps wherever and whenever she can.
Review for Craig Dickinson
What could they have done better?
The process was slower than I expected but that may just be how things are.
What were the circumstances that caused you to initially look for a financial adviser?
I had a pension and needed advice about how to place it into a drawdown pension.
How has Craig helped you?
Craig pointed me to a drawdown pension which I could control and access myself in a very easy manner.
Have you seen the outcome you were hoping for?
Yes the outcome so far has been excellent.
Review for Craig Dickinson
What could they have done better?
Nothing, everything was just perfect.
What were the circumstances that caused you to initially look for a financial adviser?
My Pension provider only offered Annnuities and I wanted a option which they did not offer so was advised by them to look for an independent adviser.
How has Craig helped you?
He has advised me all the options available to me, including what my Pension provider offers.
Have you seen the outcome you were hoping for?
Yes.
