62 reviews | 2 verified advisers
Review for Craig Dickinson
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
Review for Sue Barnes
What could they have done better?
In my opinion nothing else was needed and nothing could have bettered the advice that I was given
What were the circumstances that caused you to initially look for a financial adviser?
I was very confused what to do regarding my personal finance
How has Sue helped you?
Sue Barnes was really helpful in putting me at ease and explaining everything I needed to know in a way that I could understand and feel comfortable and confident with
Have you seen the outcome you were hoping for?
I have achieved everything that I was hoping for and a lot more as well
Review for Sue Barnes
What were the circumstances that caused you to initially look for a financial adviser?
As we finished work we needed advise regarding our work pension lump sum plus insurance policies matured.
How has Sue helped you?
Knowledge shared in an efficient friendly manner in language we could understand without all the jargon!
Have you seen the outcome you were hoping for?
Yes
Review for Sue Barnes
What could they have done better?
Nothing They have kept me informed throughout the process
What were the circumstances that caused you to initially look for a financial adviser?
I needed a reliable source of financial information as I was about to retire and needed to understand mums options
How has Sue helped you?
Sue clearly explained my options/ how much things would cost/ the length of time my funds would last etc Her advice was prompt, easy to understand and accurate
Have you seen the outcome you were hoping for?
Yes I now have a regular monthly income which I am in control of and can ‘switch on’ or ‘ switch off’
Review for Craig Dickinson
What could they have done better?
I couldn’t fault them .
What were the circumstances that caused you to initially look for a financial adviser?
Access my pension.
How has Craig helped you?
He sorted my pension out .
Have you seen the outcome you were hoping for?
Yes.
