90 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?
Recommended from a current customer.
How has Craig helped you?
Given helpful feedback and advice.
Have you seen the outcome you were hoping for?
Yes. So far I’m pleased with the progress with made with my finances.
Review for Craig Dickinson
What could they have done better?
I don't know. I have nothing to compare it with
What were the circumstances that caused you to initially look for a financial adviser?
I needed to move my pension pot into a more flexible account
How has Craig helped you?
He did just that
Have you seen the outcome you were hoping for?
Yes
Review for Craig Dickinson
What could they have done better?
In this particular case, nothing. Craig and his staff did a wonderful job.
What were the circumstances that caused you to initially look for a financial adviser?
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.
How has Craig helped you?
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.
Have you seen the outcome you were hoping for?
Yes, I was beyond happy with the service.
Review for Craig Dickinson
What could they have done better?
I don't think anything, even when I was unsure about something, I was able to talk to him.
What were the circumstances that caused you to initially look for a financial adviser?
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.
How has Craig helped you?
Given me great advise on how the pensions are working and the best thing to do with them.
Have you seen the outcome you were hoping for?
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.
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
