543 reviews | 23 verified advisers

Selection of recent reviews. Read all reviews

Review for Michael Jessop

February 2025

What could they have done better?

Not great deal in my opinion .

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

Azets have been the Company's pension advisors for some time now . Our original advisor was Leonard Birnie , whom I have always found to give me sound , robust advice and review of my pension portfolio . Michael has now replaced Leonard as our first point of contact and has met with myself on several occasions . The topics and advice have now expanded to include Key Man insurance , private death in service cover , amongst others - which are all under consideration . I have found Michael's advice be align with Leonard's in regards to clear , concise explanation .

How has Michael helped you?

Several other financial services have been offered by Michael , which we were unaware of , some are of great interest and we are still considering implementation .

Have you seen the outcome you were hoping for?

Not yet as we are yet to proceed with one or more of the schemes .

Review for Deborah Trelease

February 2025

What could they have done better?

I do not think Deborah could have done any more than she has.

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

My retirement meant I had a lump sum which I needed to invest

How has Deborah helped you?

She has provided advice in a clear simple way, simple so that I could understand what was being advised and why.

Have you seen the outcome you were hoping for?

Overall yes. It has been a difficult time over the past 5 years for the markets. Initially there was Brexit, then COVID and then the invasion of Ukraine. Need I mention Liz Truss! So overall happy with my investment.

Review for David Tait

February 2025

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

My working circumstances changed in the last year, and I needed to revisit my pension and work-related insurance options.

How has David helped you?

David has helped me to re-shape my pensions, revisiting the investment mix and associated risk, and advised me on new insurance products suited to my change in career.

Have you seen the outcome you were hoping for?

Yes, I have - so far, so good!

Review for Deborah Trelease

February 2025

What could they have done better?

Nothing, happy with the advice and on-going relationship we have with Deborah.

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

Retirement planning

How has Deborah helped you?

Consolidated our various pensions and provided on-going advice and guidance on pensions.

Have you seen the outcome you were hoping for?

Yes

Review for Deborah Trelease

February 2025

What could they have done better?

I really can’t see how Deborah could have done any better. Very professional and extremely helpful.

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

Pensions as well as Long term, planning and retirement

How has Deborah helped you?

Deborah has helped and guided me with my Pensions, long term planning for retirement and investment. She has given guidance on critical health care insurance which resulted in me getting a considerable financial pay out which enabled me to pay off my mortgage. I have a lot to thank Deborah for.

Have you seen the outcome you were hoping for?

I have undoubtedly seen a better reward and outcome than expected.