444 reviews | 21 verified advisers

Selection of recent reviews. Read all reviews

Review for Fiona Scorer

November 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Previous employers pension

How has Fiona helped you?

Pension advice and draw down

Have you seen the outcome you were hoping for?

Yes

Review for Graeme Dreghorn

November 2024

What could they have done better?

Until now my plan is achieving better than expected. So, nothing really.

What were the circumstances that caused you to initially look for a financial adviser?

I was about to retire and required advice.

How has Graeme helped you?

He had enabled me to develop a strategy through his tutorials and presentations that is both achievable and optimistic.

Have you seen the outcome you were hoping for?

So far so good.

Review for Omar Din

November 2024

What were the circumstances that caused you to initially look for a financial adviser?

the need to understand my pension arrangements.

How has Omar helped you?

Has held my hand through the review process and given advice on best practice.

Have you seen the outcome you were hoping for?

My Pension seems to be getting good growth

Review for Deborah Trelease

November 2024

What could they have done better?

N/A

What were the circumstances that caused you to initially look for a financial adviser?

I was looking to invest surplus cash.

How has Deborah helped you?

Deborah looked at the market and provided me with numerous options to invest the money.

Have you seen the outcome you were hoping for?

Yes, the valuations fluctuate over time, however overall it is a positive outcome.

Review for Ashley Magean

November 2024

What could they have done better?

Nothing very happy

What were the circumstances that caused you to initially look for a financial adviser?

Needed to make sure my savings were in the right place as didn't realise inflation was eating away at them where they were.

How has Ashley helped you?

Ashley had a look and gave me some suggestions as what to do in my situation. No pressure advice was given and several years later i'm very happy with the results.

Have you seen the outcome you were hoping for?

yes