130 reviews | 9 verified advisers
Review for Ben Curran
What could they have done better?
Nothing as far as I can tell.
What were the circumstances that caused you to initially look for a financial adviser?
Easier dealing with fund managers. Help with transfer of assets to surviving partner.
How has Ben helped you?
Dealing with fund holders.
Have you seen the outcome you were hoping for?
So far managing expectations has not been an issue.
Review for Russell Green
What could they have done better?
I have no idea!
What were the circumstances that caused you to initially look for a financial adviser?
My lack of knowledge
How has Russell helped you?
He has helped me invest safely
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hewlett
What could they have done better?
They have done what I expected and wanted.
What were the circumstances that caused you to initially look for a financial adviser?
I initially was introduced to Roger Young in the early 2000’s through my employer. Chris replaced Roger as my adviser when Roger retired.
How has Chris helped you?
Chris has helped me with day to day running of my pension, and advice about which fund is most appropriate. Also general advice about how to ensure my pension is meeting my needs.
Have you seen the outcome you were hoping for?
Yes. When I started drawing a pension some years ago I was very green about what my real options were with the cash element. I anticipated that it would be a bit like a ‘box under the bed ‘ that I withdrew money from. The outcome has incredibly better than that, and my cash fund is still worth more than I started with, even though I’ve been taking a regular income.
Review for Russell Green
What were the circumstances that caused you to initially look for a financial adviser?
Advice needed
How has Russell helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hewlett
What could they have done better?
I cannot fault Chris's advice he listens to my suggestions and answers my questions clearly and concisely.
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of pensions which I was looking to consolidate, my father had used Chris's company and had excellent service so he recommended them to me.
How has Chris helped you?
Chris helped me in consolidating pensions and advice on investing and help grow them for my future retirement. I had an inheritance which Chris has expertly provide investment advice as well as organising the investment process.
Have you seen the outcome you were hoping for?
In this uncertain world of ours I believe with Chris's guidance and steady hand I have so far achieved a very good outcome.
