190 reviews | 16 verified advisers
Review for Lee Cleaves
What were the circumstances that caused you to initially look for a financial adviser?
Lee was recommended to me by my previous adviser who was retiring. Approaching retirement age (another 2 to 3 years), I need advice and reassurance as to my pension pot.
How has Lee helped you?
Lee is excellent at explaining the various options that are open to me now that I am approaching the end of my working life. Because I am no expert in finance, he illustrates the series of numbers with clear graphics that make sense to me.
Have you seen the outcome you were hoping for?
Definitely, although I am not drawing any pension yet, I can see what will happen in terms of "possible" income during my retirement years. I expected advice and I do get clear advice.
Review for Andy Burton
What could they have done better?
honestly, nothing. Thank you Andy!
What were the circumstances that caused you to initially look for a financial adviser?
I am terrible with my investments and when my great grandma passed away I decided to pull myself together and source the information and guidance I needed to get myself into a more secure situation for my future.
How has Andy helped you?
Andy has helped me tremendously. He has guided me and help build a portfolio aligned with my needs.
Have you seen the outcome you were hoping for?
Absolutely, it has been life changing!
Review for Milo Hallyburton
What could they have done better?
Nothing that we can think of.
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I now in our late 70’s are beginning to create an exit strategy for our 4 properties as we currently are asset rich cash poor.
How has Milo helped you?
Firstly, Milo is a patient and attentive listener. We both therefore immediately warmed to him and felt comfortable and confident that he was exactly the expert we were seeking. Following our initial meeting we received a summary email within a couple of hours which we felt was a true record of what was said. The email was clear and concise outlining possible next steps actions and further issues for us to consider. We now have a greater understanding of where we are and where we need to be. It’s reassuring to have met Milo and have access to his knowledge and experience.
Have you seen the outcome you were hoping for?
Yes indeed. We now have a financial plan for the next 10 years.
Review for Catharine Bennett
What could they have done better?
Nothing. An absolute delight to deal with and always very helpful.
What were the circumstances that caused you to initially look for a financial adviser?
I retired at 61.
How has Catharine helped you?
Catharine has made sure that my finance works for me. I know enjoy my holidays, hobbies and being at home as my daily schedule
Have you seen the outcome you were hoping for?
Ten times over.
Review for Joanne Dale
What were the circumstances that caused you to initially look for a financial adviser?
Investment advice
How has Joanne helped you?
Explaining our options
Have you seen the outcome you were hoping for?
Yes
