455 reviews | 21 verified advisers
Review for Fiona Scorer
What could they have done better?
Not a lot
What were the circumstances that caused you to initially look for a financial adviser?
Long term advisor for business.
How has Fiona helped you?
Good advise with private pension
Have you seen the outcome you were hoping for?
Yes
Review for Mike Hartness
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
To have a private retirement investment portfolio to supplement my teacher's pension.
How has Mike helped you?
Created an investment portfolio and now I have retired, he helped me with 'drawdown'.
Have you seen the outcome you were hoping for?
Yes. But do need to discuss whether Royal London is the best option during the next review meeting.
Review for Ashley Magean
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Recommendation from family after receiving inheritance.
How has Ashley helped you?
Helped me plan my finances medium to long term, incredibly helpful and knowledgeable.
Have you seen the outcome you were hoping for?
Absolutely
Review for Steven Whitehead
What could they have done better?
NA
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfer
How has Steven helped you?
Manage my pension and be there for any financial questions I may have
Have you seen the outcome you were hoping for?
Yes
Review for Will Bleasdale
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
To get better return on my pension
How has Will helped you?
Better advice
Have you seen the outcome you were hoping for?
So far so good
