66 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Sue Barnes

January 2025

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

January 2025

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

January 2025

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

Review for Craig Dickinson

December 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Craig went out of his way to explain everything to my husband in respect of his pensions. very happy with the service

How has Craig helped you?

Didn't understand all that's involved regarding pensions and what to do. Craig explained the whole thing in terms we could understand

Have you seen the outcome you were hoping for?

Yes very pleased

Review for Craig Dickinson

December 2024

What could they have done better?

Nothing. I am happy with the outcome and how Craig and his team dealt with me as a client.

What were the circumstances that caused you to initially look for a financial adviser?

I needed to use an advisor to transfer my pension to an alternative product suitable for retirement income.

How has Craig helped you?

Arranged the transfer and recommended a suitable product to meet my needs.

Have you seen the outcome you were hoping for?

Yes