360 reviews | 21 verified advisers
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?
Long term retirement planning options
How has Ashley helped you?
Ashley has recommended options and solutions which have been suitable for my requirements, and has explained how they work.
Have you seen the outcome you were hoping for?
Yes
Review for Martin Lebovitch
What were the circumstances that caused you to initially look for a financial adviser?
Needed to invest after selling my company
How has Martin helped you?
Assisted in suggesting financial products, optimising tax benefits (incl IHT & CGT) and has prepared helpful 6 and 12 month reviews
Have you seen the outcome you were hoping for?
Yes
Review for Martin Lebovitch
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to determine the best savings/investment plan for my daughter.
How has Martin helped you?
Research then advice on plans, then setting up a Junior ISA
Have you seen the outcome you were hoping for?
Early stages
Review for Ashley Magean
What were the circumstances that caused you to initially look for a financial adviser?
Expert advice
How has Ashley helped you?
Assisted with investment planning and ongoing monitoring
Have you seen the outcome you were hoping for?
Yes
Review for Martin Lebovitch
What were the circumstances that caused you to initially look for a financial adviser?
financial advise needed
How has Martin helped you?
Martin has provided me with lots of useful information and advice on my personal savings investments. All the documentation I receive is very clear.
Have you seen the outcome you were hoping for?
Yes
