49 reviews | 4 verified advisers
Review for Nick Cotter
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice.
How has Nick helped you?
Very knowledgable and quick to act.
Have you seen the outcome you were hoping for?
Yes. Definitely.
Review for Nick Cotter
What could they have done better?
Nothing at all.
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to know how to invest in a pension for ourselves for our small company.
How has Nick helped you?
He has made the whole process very clear, and easy to understand. As well as excellent followups on how the pensions are doing.
Have you seen the outcome you were hoping for?
Nick has exceeded our expectations at every step.
Review for Josh Cox
What could they have done better?
We are happy with the advice.
What were the circumstances that caused you to initially look for a financial adviser?
We needed advice on investing our money/.
How has Josh helped you?
He has helped us invest our money wisely.
Have you seen the outcome you were hoping for?
Yes we have.
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
