61 reviews | 4 verified advisers
Review for Nick Cotter
How has Nick helped you since your last review?
Nick and his team have worked with my final salary company to get my 25% tax free sum and looking at the longer term investment options
Review for Paul Harsum
What were the circumstances that caused you to initially look for a financial adviser?
I had bought a couple of properties and needed to organise my assets and put a financial plan together for the future. That was 20 years ago and I'm still working with Paul today.
How has Paul helped you?
He has been a good sounding board for my financial planning and has always managed my money well, delivering me good growth in my pensions in particular.
Have you seen the outcome you were hoping for?
Yes, I am very happy with my current financial situation, and feel set up for the future.
Review for Josh Cox
What were the circumstances that caused you to initially look for a financial adviser?
I was originally looking for an adviser to handle money inherited from a relative.
How has Josh helped you?
Josh has given excellent, clear advice on investing my money in both a short term and long term capacity.
Have you seen the outcome you were hoping for?
Yes!
Review for Josh Cox
What could they have done better?
Nothing - happy with the advice and outcome that we have.
What were the circumstances that caused you to initially look for a financial adviser?
Needed expert advice on how to invest our savings and pensions.
How has Josh helped you?
Josh has given us confidence in how to control our finances and investments.
Have you seen the outcome you were hoping for?
Yes.
Review for Josh Cox
What could they have done better?
All good.
What were the circumstances that caused you to initially look for a financial adviser?
Divorce.
How has Josh helped you?
Advice on care home for mother.
Have you seen the outcome you were hoping for?
Yes
