157 reviews | 11 verified advisers
Review for Matthew Lendon
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Company pension and sipp investment
How has Matthew helped you?
Matthew listened to my requirements and evaluated my risk level and then chose the relevant portfolios to invest in
Have you seen the outcome you were hoping for?
Yes I am happy with the results
Review for Matthew Lendon
What could they have done better?
Nothing, I'm happy with the service he provides.
What were the circumstances that caused you to initially look for a financial adviser?
I have had a financial advisor for many years because I value their reassurance and long term advice.
How has Matthew helped you?
It was a seamless transfer from my previous advisor who retired. Matthew has listened and advised me well, knowing my needs and the reassurance I need to make decisions.
Have you seen the outcome you were hoping for?
Yes, all is as expected.
Review for Simon Redhead
What could they have done better?
All very good
What were the circumstances that caused you to initially look for a financial adviser?
To help us manage our finances.
How has Simon helped you?
With all of our financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Andrew Lowe
What could they have done better?
Nothing really, a very good adviser and a credit to the company
What were the circumstances that caused you to initially look for a financial adviser?
A friend said i need to see a financial adviser
How has Andrew helped you?
Helped to sort my financies out, very poilte, helpful and made to feel welcome
Have you seen the outcome you were hoping for?
Yes
Review for Andrew Lowe
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
My husband was ill of health
How has Andrew helped you?
He has helped arrange the finances following my husbands passing.
Have you seen the outcome you were hoping for?
Yes - all pensions and investments are now all in one place
