70 reviews | 4 verified advisers
Review for Charles Homer
What were the circumstances that caused you to initially look for a financial adviser?
I wanted professional guidance to ensure I was making the right financial decisions and had a clear plan for the future.
How has Charles helped you?
Charles takes the time to fully understand my circumstances and goals. He provides thoughtful, tailored advice and helps me to feel confident and informed at every stage.
Have you seen the outcome you were hoping for?
Yes, I now feel far more confident about my financial position and future plans. Charles’ advice has given me clarity, peace of mind, and a clear direction moving forward.
Review for Charles Homer
What could they have done better?
Nothing comes to mind. The support and guidance provided met my expectations, and I was very satisfied with the overall experience.
What were the circumstances that caused you to initially look for a financial adviser?
I initially sought an adviser because I wanted professional guidance to help me make informed decisions and gain clarity around my goals. I was looking for an objective perspective, expert insight, and a structured approach that would help me navigate my options with confidence.
How has Charles helped you?
They helped me by providing clear, knowledgeable guidance and an objective perspective that made complex decisions easier to understand. Their advice gave me confidence, helped me identify practical next steps, and ensured I felt supported throughout the process.
Have you seen the outcome you were hoping for?
Yes, I have seen the outcome I was hoping for. The guidance I received helped me make more informed decisions and feel confident in the direction I’m taking. Overall, the experience met my expectations and delivered the clarity and support I was looking for.
Review for Charles Homer
What could they have done better?
I am confident I have everything sorted
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning
How has Charles helped you?
Sorted my finances and pensions
Have you seen the outcome you were hoping for?
Yes
Review for Charles Homer
What could they have done better?
Nothing springs to mind as I said earlier he was very professional and efficient.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to transfer a pension out of a scheme into one where I had more control.
How has Charles helped you?
Efficient advise, and his knowledge and expertise delivered what I had asked for.
Have you seen the outcome you were hoping for?
Yes I am enjoying better returns, I have more control and I'm actually paying less for a better service.
Review for Mike McGregor
How has Mike helped you since your last review?
I am now planning to retire next year and Mike has discussed my options and is sending me potential financial outcomes regarding to my risk profile
