250 reviews | 13 verified advisers
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
Review for Liam Halford
What were the circumstances that caused you to initially look for a financial adviser?
To access my private pension.
How has Liam helped you?
Liam was very helpful and explained everything clearly. He responded to all my questions and queries throughout the process.
Have you seen the outcome you were hoping for?
Yes and extremely pleased.
Review for Christopher Breach
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to start investing and saving for a house.
How has Christopher helped you?
Helped me open a stocks & shares lifetime ISA which fit my needs with minimal costs.
Have you seen the outcome you were hoping for?
Yes.
