90 reviews | 2 verified advisers
Nothing.
Recommended from a current customer.
Given helpful feedback and advice.
Yes. So far I’m pleased with the progress with made with my finances.
I don't know. I have nothing to compare it with
I needed to move my pension pot into a more flexible account
He did just that
Yes
In this particular case, nothing. Craig and his staff did a wonderful job.
I have used a Financial Advisor since my 20s, while I lived and worked in London. Since relocating back to the NW of England and the retirement of my advisor of 35 years I wanted an advisor who was based locally, easy to reach (by phone, email and car) and who wasn't part of some huge faceless network. After making enquiries via Unbiased and speaking to several firms, I settled on Elmfield Financial Planning as they met all my criteria.
He and his staff swiftly organised a drawdown of tax-free cash from my private pension pots to assist with a health emergency in the family. They acted quickly and efficiently at a difficult time for me and exceeded my expectations is actioning the drawdown extreemly quickly.
Yes, I was beyond happy with the service.
I don't think anything, even when I was unsure about something, I was able to talk to him.
I have 2 private pensions I wanted to know the best way to access them as I am looking to drawdown some money when I am 55.
Given me great advise on how the pensions are working and the best thing to do with them.
Yes, the advise given was very helpful. His knowledge and openness to questions was excellent, he has all the time in the world for you.
Nothing. Sue went above and beyond my expectations.
Death of my husband
Sue has been amazing helping me navigate through all the challenges and advising me on numerous financial and personal issues.
Yes