122 reviews | 12 verified advisers
Review for Callum Forrestall
What could they have done better?
Nothing in my opinion
What were the circumstances that caused you to initially look for a financial adviser?
Needed an advisor who fully understood the markets and services he was advising on
How has Callum helped you?
Callum has giving me some great advice and helped advice me on my portfolio....he always returns my calls and is happy to help with any concerns I may have
Have you seen the outcome you were hoping for?
So far so good
Review for Alex Smith
What were the circumstances that caused you to initially look for a financial adviser?
Planning for future financial security, wanting help transfer a old work pension into a modern pension.
How has Alex helped you?
Alex gave great impartial financial advice regarding setting up a new pension, helping with the bureaucracy and keeping in touch along the way. After the pension transfer was completed, I reached out to ask his advice regarding a further financial matter, he took the time to give me an in depth reply that was far beyond what I was expecting, for which he did not charge - very impressed.
Have you seen the outcome you were hoping for?
Definitely, Alex followed the process through to the end, ensuring he was available to assist where needed.
Review for Callum Forrestall
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
It is a minefield to an ordinary person
How has Callum helped you?
Always available for contacting regarding any information needed and always an annual meeting to discuss how things are and if we need to alter anything
Have you seen the outcome you were hoping for?
Yes very pleased with the outcome so far
Review for Callum Forrestall
What were the circumstances that caused you to initially look for a financial adviser?
Needing pension advice when moving to work for a small company
How has Callum helped you?
Callum has provided prompt responses to both general and specific investment queries (both email and in person). Most recently he has provided clear options on investments held as our priorities change
Have you seen the outcome you were hoping for?
Ongoing but so far yes
Review for Tom Lester
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
An Outstanding Financial Adviser – I Cannot Recommend Tom Lester Highly Enough Having previously been fortunate enough to have Jill Thomas as my financial adviser, I genuinely believed that finding someone capable of matching her exceptional standards would be a very hard act to follow. I need not have worried. Tom Lester has been outstanding in every respect. His professionalism, extensive knowledge, efficiency and meticulous attention to detail are second to none. My financial circumstances, particularly the complexities surrounding my income, require considerable expertise, patience and diligence, and Tom has handled every aspect with exceptional skill and unfailing commitment. However, what truly sets Tom apart is something that cannot be measured simply in terms of professional competence: he genuinely cares. He takes the time to understand my individual circumstances, listens and approaches everything with thoughtfulness, integrity and a sincere desire to achieve the very best outcome for me. It is enormously reassuring to know that my financial affairs are in such capable and conscientious hands. Tom has not only maintained the exceptionally high standards I had become used to, but along the way, he has earned my complete confidence and trust. I cannot speak highly enough of Tom Lester and have absolutely no hesitation in recommending his services, wholeheartedly and unequivocally, to anyone seeking a truly exceptional financial adviser.
How has Tom helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
