71 reviews | 2 verified advisers
Review for Craig Dickinson
What could they have done better?
Nothing springs to mind about anything to do better
What were the circumstances that caused you to initially look for a financial adviser?
Trying to sort 2 separate pensions into one but didn't have the know how to do it
How has Craig helped you?
Explained in plain English how and why Craig was doing what choice he did
Have you seen the outcome you were hoping for?
Yes definitely had the outcome I was hoping for infact it was better than expected
Review for Sue Barnes
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Buying a new house
How has Sue helped you?
Sue was very professional and knowledgeable
Have you seen the outcome you were hoping for?
Yes
Review for Craig Dickinson
What could they have done better?
Everything was as I had hoped.
What were the circumstances that caused you to initially look for a financial adviser?
Looking for mostvtax efficient way to drawdown my various pension pots and invest them with easy access.
How has Craig helped you?
Advised me accordingly, taking into account my risk profile and overall financial position for the future .
Have you seen the outcome you were hoping for?
Yes.
Review for Sue Barnes
What could they have done better?
Nothing at all.
What were the circumstances that caused you to initially look for a financial adviser?
Elmfield were recommended through my Employee Assistance Program, as I was looking to consolidate my existing pension, prior to retirement.
How has Sue helped you?
Sue and Elmfield have been fantastic, their advise has been both detailed and easy to understand. In addition Sue and the whole team have been really friendly and down to earth.
Have you seen the outcome you were hoping for?
Yes, I wanted to simply my pensions, with a safe and established company, with easy access to my account. All of these perimeters were achieved.
Review for Sue Barnes
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.
