221 reviews | 7 Verified advisers
Review from verified client for , Ben Hewitt
What were the circumstances that caused you to look for a financial adviser?
Planning for my retirement.
How did Ben help you?
He saved me from the poor advise I had from my previous FA. Under his guidance, I have understood completely the financial picture and the necessary action to take for a happy retirement for me and my wife. He uses a language comprehendible to a layman like me and I have no hesitation in recommending him highly.
Have you seen the outcome you were hoping for?
Yes - looks like I'm in for a very happy retirement.
What could they have done better?
Difficult to say as Covid-19 has slowed everything down.
Review from verified client for , Tony Robinson
What were the circumstances that caused you to look for a financial adviser?
I wanted to re-invest my final salary pension.
How did Tony help you?
Tony was able to review my final salary pension and recommend a new basis for this, whilst appreciating my plans until retirement.
Have you seen the outcome you were hoping for?
Yes, despite Covid, my pension has made good progress in the time it has been reinvested. I had an annual review recently and was able to understand the plans for the next 12 months.
What could they have done better?
Nothing - happy with the outcome.
Review from verified client for , Calum O'Donnell
How has Calum helped you since your last review?
Calum continues to give us high quality and individual guidance and advice both as part of the ongoing service but also when we need help with something specific. His input is always timely, clear and articulate and we feel we benefit a great deal from his professionalism, attention to detail and great communication.
Review from verified client for , Calum O'Donnell
What were the circumstances that caused you to look for a financial adviser?
Moving home
How did Calum help you?
Provided excellent help in securing changes to Mortgage and life insurance. Was thorough throughout process and really made things easier to understand
Have you seen the outcome you were hoping for?
Absolutely
Review from verified client for , Calum O'Donnell
How has Calum helped you since your last review?
Calum gives you the confidence of just being available to assist and communicate easily in the matters relevant to our circumstances
