252 reviews | 13 verified advisers
Review for Liam Halford
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to invest money on a monthly basis.
How has Liam helped you?
Advised us and talked through various investment options.
Have you seen the outcome you were hoping for?
Yes.
Review for Martin Watkins
How has Martin helped you since your last review?
Advice re withdrawal of funds Moving investments, reduced fees, increased returns
Review for Liam Halford
What could they have done better?
I'm so blown away by the extent of how he's helped us, no improvements necessary!
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I were looking to draw down some pension money tax free and wanted some advice.
How has Liam helped you?
He explained my pension amounts, simplified the various schemes in a way that helped me understand very clearly how each worked and what each was likely to deliver. We also talked about retirement earnings targets and he's helping with our financial plans to achieve those targets, which we're following up on.
Have you seen the outcome you were hoping for?
Too early to tell.
Review for Christopher Breach
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on savings
How has Christopher helped you?
Chris was incredibly helpful and helped me put a great plan in place
Have you seen the outcome you were hoping for?
Yes
Review for Scott Day
What could they have done better?
Stop the war
What were the circumstances that caused you to initially look for a financial adviser?
I didn't look for scott he was appointed to me after paul left
How has Scott helped you?
Always able to answer my questions
Have you seen the outcome you were hoping for?
Getting there
