86 reviews | 4 verified advisers
Review for Mike McGregor
What could they have done better?
It's all been great, nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Pension fund
How has Mike helped you?
Helped me to understand how to match my investments to my specific situation
Have you seen the outcome you were hoping for?
Yes
Review for Mike McGregor
How has Mike helped you since your last review?
He reviewed my current income and expenditure and we looked together at the level of risk I wanted to take with my US compliant stocks and shares ISA. We reviewed how my portfolio has done this past year.
Review for Mike McGregor
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Before leaving employment, I heard that moving my pension from a workplace scheme to a SIPP would be advantageous for me.
How has Mike helped you?
Moving my pension due to moving home from the UK to the US.
Have you seen the outcome you were hoping for?
It is ongoing but so far very good.
Review for Philip Teague
What could they have done better?
It’s difficult to see how
What were the circumstances that caused you to initially look for a financial adviser?
I he Rita nice following my mother’s death in 2015
How has Philip helped you?
He has explained in detail the best ways of investing the inheritance to provide some extra income in my retirement while providing safety and security of the original inheritance at the same time. Philip very patiently explained the pros and cons of safety and risk elements of investing in direct lay man’s language. We feel our money is now doing the job we were seeking.
Have you seen the outcome you were hoping for?
Yes
Review for Philip Teague
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
My husband's inheritance
How has Philip helped you?
Advice and guidance on investment portfolio
Have you seen the outcome you were hoping for?
Yes
