102 reviews | 9 verified advisers
Review for Chris Hewlett
What were the circumstances that caused you to initially look for a financial adviser?
Pension management
How has Chris helped you?
Relevant advice given to all queries
Have you seen the outcome you were hoping for?
Yes
Review for Russell Green
What could they have done better?
Nothing very pleased with service
What were the circumstances that caused you to initially look for a financial adviser?
I had large some of money that I wanted a good return on
How has Russell helped you?
On all our financial needs
Have you seen the outcome you were hoping for?
Yes
Review for Tom Boucher
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
To optimise performance and security.
How has Tom helped you?
Excellent growth and advice on fund choice and management.
Have you seen the outcome you were hoping for?
Yes.
Review for Tom Boucher
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Needed to sort out a pension for myself
How has Tom helped you?
Tom has helped by giving me all the options out there that were suitable for my needs and couldn’t fault the work he’s done for me.
Have you seen the outcome you were hoping for?
Yes so far everything is going well.
Review for Russell Green
What could they have done better?
I seriously cannot think of a anything I’m very happy
What were the circumstances that caused you to initially look for a financial adviser?
I do not fully understand the markets and how to maximise my tax free options so I spoke to a now retired FA and 15 years later I’m very happy with with there services
How has Russell helped you?
Russell has guided myself and my wife through a forest of government tax and investment legislation to create a very positive financial situation. This has had a knock on effect in that it’s one major aspect of life I don’t have to worry about with the reassurance that they offer.
Have you seen the outcome you were hoping for?
Quite simply …..Yes
