62 reviews | 4 verified advisers
Review for Philip Teague
What were the circumstances that caused you to initially look for a financial adviser?
When I could see how my partner was benefitting from consulting a financial adviser.
How has Philip helped you?
He has reacted to my change in financial circumstances and provided support and guidance during challenging times.
Have you seen the outcome you were hoping for?
Yes.
Review for Philip Teague
What could they have done better?
Probably nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice about pension planning.
How has Philip helped you?
Assistance and advice over a number of years with regard to changes in my personal situations.
Have you seen the outcome you were hoping for?
Despite problems in the financial market over a large number of years, currently satisfied with the present results.Probably
Review for Charles Homer
What could they have done better?
Not much. Has been excellent.
What were the circumstances that caused you to initially look for a financial adviser?
Canadian based with UK pensions -
How has Charles helped you?
Set me up with an appropriate international friendly pension scheme. Significant piece of mind. Ongoing support
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?
Needed a uk regulated advisor
How has Philip helped you?
Reduced fees and grown the value of my pension
Have you seen the outcome you were hoping for?
Yes
Review for Philip Teague
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Managing a pension portfolio that spanned USA investments as well as UK investments and pensions
How has Philip helped you?
Advised on all aspects of future planning and drawdown processes. Plus the transfer of corporate pension to a private scheme, and assisted hugely in my tax free drawdown
Have you seen the outcome you were hoping for?
Yes. Sound investments and limited red tape!
