45 reviews | 4 verified advisers
Review for Paul Harsum
What could they have done better?
Nothing obvious comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I know something, but not enough, so I wanted some professional and fully informed advice.
How has Paul helped you?
I feel that I get a fully tailored service from Paul and team and not generic advice. He has introduced me to some investment types I may not have previously known of and has diversified my portfolio.
Have you seen the outcome you were hoping for?
Yes, investments have grown and are inline with my current spending needs.
Review for Paul Harsum
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I initially needed pension advice as i was considering retiring at 55. My financial advisor at the bank did not provide pension advice and was tied to only certain financial products and providers
How has Paul helped you?
Through his guidance and financial planning tools he has provided a suite of products that have met all our near term and long term financial goals as well as inheritance planning for the future.
Have you seen the outcome you were hoping for?
Yes, I retired as planned at 55
Review for Lanre Oyebanjo
What could they have done better?
I don't think so - we are very happy. Thank you
What were the circumstances that caused you to initially look for a financial adviser?
My husband and I needed financial advise as we were both changing work roles and needed advice about financial protection for the future as we were also looking at education and house changes.
How has Lanre helped you?
Lanre is fantastic. He explains everything in such an understandable way which we found so helpful and reassuring. He has put us on the right path and we are so grateful.
Have you seen the outcome you were hoping for?
Of course. It is a long journey and one we feel more confident about now we have Lanre's expertise and guidance.
Review for Lanre Oyebanjo
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
I was introduced to Lanre by a professional contact. I had dealt with another IFA previously but was looking for a review of my circumstances with "fresh eyes".
How has Lanre helped you?
Lanre discussed my goals and objectives including my income and expenditure, savings, assets and liabilities and reviewed the performance of my pensions. He suggested switching to three managed investment funds that seemed to fit with my risk profile. He was very clear about the charging structure for the funds and his services.
Have you seen the outcome you were hoping for?
Thus far the new investment funds have performed very strongly albeit in a relatively short period but the gains have been better than I had seen historically. We have also had regular contact.
Review for Lanre Oyebanjo
What could they have done better?
I can’t think of anything. (I’m not sure what VouchedFor is, in the question below, so not sure whether my response is appropriate. ….. I now see this questionnaire is run by Vouchedfor!)
What were the circumstances that caused you to initially look for a financial adviser?
Received financial legacy, for which I wanted the money to be used ethically (companies that do not profit from war, pollution, exploitation of the weak, unsustainable relations with our environment, etc
How has Lanre helped you?
He has helped me locate and use appropriate financial organisations, and assured me that he monitors their ethical standings. He has made relevant transactions on my behalf, and given me at least half yearly progress reports, and answered swiftly when I have had questions. His reports, oral and written, are well organised and easy to understand, cutting through finance jargon. I feel secure financially in his hands, and he listens to me.
Have you seen the outcome you were hoping for?
I imagine so. He knows that the ethics are more important to me than increasing my wealth, although it is in his company’s and other investment actors’ interest that there is some wealth increase.
