115 reviews | 9 verified advisers
Review for Jacob Manning
What could they have done better?
I can’t think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Purchasing a house.
How has Jacob helped you?
Jacob helped us by informing us on the buying process, advising us on our mortgage and also on insurance that we needed. He answered all our questions and liaised with other parties on our behalf in order to help us.
Have you seen the outcome you were hoping for?
Yes
Review for Jacob Manning
What were the circumstances that caused you to initially look for a financial adviser?
Remortgage of current house and looking to buy next home.
How has Jacob helped you?
Organised remortgage and given advice/quotes for the next house
Have you seen the outcome you were hoping for?
Better than hoped for, given advice we were unaware of which saves us money on current mortgage.
Review for Jacob Manning
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We had used a broker previously
How has Jacob helped you?
Helped us through the process of remortgaging and helped us find a product that suited our needs.
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hewlett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Combining all my dormant company pensions
How has Chris helped you?
Chris helped with good advice and getting all my complaint pensions in to one place
Have you seen the outcome you were hoping for?
Yes it's preforming as advise
Review for Russell Green
What could they have done better?
Nothing, Russell has provided everything we need in a professional and appropriate manner.
What were the circumstances that caused you to initially look for a financial adviser?
To optimize pension/ retirement portfolio
How has Russell helped you?
Consolidated various pension pots,advised on future investments and reassured that the retirement fund was on plan and adequate for our needs
Have you seen the outcome you were hoping for?
We are pleased with the current trajectory and projected outcomes.
