168 reviews | 11 verified advisers
Review for Matthew Hollyhead
What could they have done better?
I feel that Matthew has done everything I could have expected from the pension financial advisor.. In some instances he has done more. I feel able to contact him for financial advice
What were the circumstances that caused you to initially look for a financial adviser?
Matthew works for the company that managed my late husbands pension
How has Matthew helped you?
Since my husband passed away Matthew has explained and advised me about the pension plan and investments I inherited. He explained everything to ensure I fully understood my financial position and options. I have always found Matthew to be professional but also kind and understanding.
Have you seen the outcome you were hoping for?
Yes.
Review for James Preston
What could they have done better?
I think costs from Aegon and fees for advisor are too high
What were the circumstances that caused you to initially look for a financial adviser?
To help plan for retirement.
How has James helped you?
He listens well to my aims and answers questions to help understand my options
Have you seen the outcome you were hoping for?
Yes
Review for Andrew Lowe
What were the circumstances that caused you to initially look for a financial adviser?
I needed help to plan for my future and to ensure that I made the most of my savings.
How has Andrew helped you?
Andrew has spent significant time understanding my situation and needs throughout a number of different stages of my life and has helped me to make the most of what I have and to prepare for the future and early retirement.
Have you seen the outcome you were hoping for?
Yes.
Review for Matthew Hollyhead
What could they have done better?
I am fully satisfied with the service I am receiving
What were the circumstances that caused you to initially look for a financial adviser?
I looked for an adviser prior to retirement because I had a pension from my previous employment and an NHS pension
How has Matthew helped you?
Matthew has advised me on my investment portfolio
Have you seen the outcome you were hoping for?
Yes I am pleased with the return on investment and the annual review I have
Review for James Preston
What could they have done better?
Nothing, what I have asked for is being achieved.
What were the circumstances that caused you to initially look for a financial adviser?
How do I get the best from my pension pot
How has James helped you?
Steady growth on my investments
Have you seen the outcome you were hoping for?
Yes, all investments are performing well
