33 reviews | 4 verified advisers
Review for Nick Cotter
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Knowing that I would be coming to the end of my professional career within the next 10 years
How has Nick helped you?
He has helped me to understand my situation, consolidate my position and take care of my family.
Have you seen the outcome you were hoping for?
Absolutely!
Review for Josh Cox
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
My husband died & I was looking for an advisor to help me navigate the inevitable admin.
How has Josh helped you?
Josh & the team have been incredible. They immediately helped me understand & prioritise what needed to be done; as well as providing clear advice & recommendations. They were recommended to me by a good friend & I have already recommended their services to others!
Have you seen the outcome you were hoping for?
Yes.
Review for Lanre Oyebanjo
What could they have done better?
We are happy with the overall service and feel we can ask extra questions when required.
What were the circumstances that caused you to initially look for a financial adviser?
Having never used a financial advisor before we had inherited money and had concerns about pensions and retirements.
How has Lanre helped you?
The help that we have received from Lanre has lead to a level of understanding which has enabled us to put in place a plan which can be regularly revised and monitored.. Lanre has been very patient and has always been happy to explain and answer our questions carefully and thoroughly so that we have grown in confidence.
Have you seen the outcome you were hoping for?
We now have a plan which we can monitor with Lanre's help and we have steady growth in our portfolio. We also have growing confidence that the plan fits in with our long term objectives and takes account of our risk preferences.
Review for Paul Harsum
What could they have done better?
Nothing - I am very happy.
What were the circumstances that caused you to initially look for a financial adviser?
I had the same FA for 20 years with very average returns when an ex University friend and colleague recommended I talk to Paul.
How has Paul helped you?
I have trusted Paul to manage, optimise and grow my investments for the last 2 years - his professionalism, empathy and independent advice has been brilliant for me
Have you seen the outcome you were hoping for?
I have a single view of my overall portfolio, managed by a professional team with a clear retirement plan. My investments have outperformed my goals and I am very happy with Paul’s advice and personal coaching.
Review for Nick Cotter
What could they have done better?
Nil
What were the circumstances that caused you to initially look for a financial adviser?
To help make sense of my current investments and how to get the best from them
How has Nick helped you?
Demystifyied things, providing clear accessible explanations and advice. Transparent and trustworthy
Have you seen the outcome you were hoping for?
Exceeds
