76 reviews | 4 verified advisers
Review for Mike McGregor
How has Mike helped you since your last review?
We speak every 4 to 6 months. I sent an email to him about possible changes in my work situation likely to impact on our plans. He responded in a timely manner & we've had a couple of meetings to keep him updated.
Review for Philip Teague
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning and investments across borders
How has Philip helped you?
Philip has worked with us to understand our objectives and implemented a financial plan that supports our needs.
Have you seen the outcome you were hoping for?
Yes.
Review for Philip Teague
What were the circumstances that caused you to initially look for a financial adviser?
I am a dual UK / US National. Complexity of global investing and compliance.
How has Philip helped you?
Philip has assisted to reposition global assets in an efficient and compliant manner. He has an excellent grasp of the "big picture".
Have you seen the outcome you were hoping for?
Outcome has met all expectations / guiding principles.
Review for Philip Teague
What were the circumstances that caused you to initially look for a financial adviser?
As we hold assets in both the UK and the US we needed a comprehensive plan that could account for our long term goals as well as our need for US tax compliant investments.
How has Philip helped you?
Philip, and his colleagues both in the UK and US, have found solutions to our unique transatlantic needs ensuring all of assets are co-ordinated into a single, cohesive plan regardless of whether the assets are in pounds or dollars.
Have you seen the outcome you were hoping for?
Our UK based assets were originally held in a bank savings account earning limited interest. Philip and his team were able to identify a US tax compliant solution for us that allowed us to invest in an appropriate mix of stocks and bonds targeting long term capital growth.
Review for Philip Teague
What were the circumstances that caused you to initially look for a financial adviser?
We needed to understand our financial picture and make the right choices for pensions, etc.
How has Philip helped you?
Philip Teague has helped us invest our money for better returns, with an understanding of how it works for people who have dual citizenship and therefore restricted investment options. He has mapped out our retirement financially and given us great confidence in our future.
Have you seen the outcome you were hoping for?
Yes, we have seen our investments grow and also we have a solid plan that will see us through our retirement.
