110 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?
Advice required to drawdown an annuity pension
How has Craig helped you?
Craig explained the process thoroughly and went through every aspect of drawing down in a clear and precise way. He answered all queries and questions in a timely manner making the the whole process easy to understand, very reassuring and stress free.
Have you seen the outcome you were hoping for?
Yes
Review for Craig Dickinson
What could they have done better?
Nothing happy with the service received and would highly recommend
What were the circumstances that caused you to initially look for a financial adviser?
Poor advice from others and the St James problems
How has Craig helped you?
Sorted all transfers into a single pension which is low risk due to my age
Have you seen the outcome you were hoping for?
Yes pension performance is as expected
Review for Craig Dickinson
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Sorting out my private pension.
How has Craig helped you?
Gave me all the help and advice I needed.
Have you seen the outcome you were hoping for?
More than I expected .
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?
Considering retirement
How has Craig helped you?
Looked into all my pensions, showed me which were working for me and which weren’t and how best to maximise the investments
Have you seen the outcome you were hoping for?
Still early but the process was easy and pain free
Review for Sue Barnes
What could they have done better?
Nothing, as far as I am concerned.
What were the circumstances that caused you to initially look for a financial adviser?
To gain financial plan to take early retirement.
How has Sue helped you?
Sue gathered all my financial details, incoming and out goings, and worked out the best possible investment plan. So I Can look to take early retirement, while waiting for my state pension payments.
Have you seen the outcome you were hoping for?
Yes.
