82 reviews | 2 verified advisers
Review for Kirstie Dean
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Kirstie helped you?
Set up my pension
Have you seen the outcome you were hoping for?
Yes
Review for Kirstie Dean
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Recent inheritance
How has Kirstie helped you?
She provided me with options and gave advice without being too pushy
Have you seen the outcome you were hoping for?
Too early to say
Review for Tina Wright
What could they have done better?
Nothing I am pleased with the outcome and the advice given
What were the circumstances that caused you to initially look for a financial adviser?
A pension maturing and wanted professional advice
How has Tina helped you?
Tina listened to my requirements and explained the options fully and gave me confidence to make my decision
Have you seen the outcome you were hoping for?
Yes!
Review for Tina Wright
What could they have done better?
Nothing at all, really
What were the circumstances that caused you to initially look for a financial adviser?
Required following info from past employers concerning pension benefits ...
How has Tina helped you?
With clarification when needed and advice for future financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Kirstie Dean
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfer and investment
How has Kirstie helped you?
Kirstie went through investment options available and gave clear advice on risks and costs We are now in our 6th year being clients of Kirstie, the advice given has always been clear and concise
Have you seen the outcome you were hoping for?
Yes very satisfied
