792 reviews | 28 verified advisers
Review for Colin Wilcock
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Colin helped you?
Solid advise and reassurance
Have you seen the outcome you were hoping for?
Yes, I’ve been very pleased with my outcomes so far
Review for Dan Skinner
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of Dan's organisation and predecessor for many years and my recent meeting with him was my annual review of my financial position
How has Dan helped you?
Kept me up to date concerning my financial position and reviewing options for my retirement.
Have you seen the outcome you were hoping for?
Yes
Review for Emma Gibb
What were the circumstances that caused you to initially look for a financial adviser?
The need to manage my different/future pension pots.
How has Emma helped you?
By explaining my financial/pension possibilities in a clear professional manner.
Have you seen the outcome you were hoping for?
So far, the predicted outcomes have been as expected.
Review for Tom Hyslop
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
Future planning for my family and my retirement
How has Tom helped you?
build a clear plan, deal with potential risks and issue and evolve the plans as life changes and dealing with the volatility in the world so planning through it.
Have you seen the outcome you were hoping for?
yes absolutely. a strong clear plan that will ultimately benefit our future
Review for James Burnham
What could they have done better?
Nothing. I am more than happy with the standard and quality of service provided so far.
What were the circumstances that caused you to initially look for a financial adviser?
I considered it important to have a financial adviser in place once I had retired.
How has James helped you?
James has helped me to understand all the options that are available to me.
Have you seen the outcome you were hoping for?
Yes
