214 reviews | 7 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Calum O'Donnell

January 2021

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

January 2021

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

January 2021

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

Review from verified client for , Calum O'Donnell

January 2021

How has Calum helped you since your last review?

Ever since we instructed Calum to look after our financial affairs in a more holistic way, he has never failed to provide timely and sage advice. When we contact him for a specific reason concerning our financial situation - both short and long term - he responds very quickly and always has the bigger picture in mind. We are absolutely convinced we made the right decision to use Calum to look after our financial wellbeing.

Review from verified client for , Tony Robinson

January 2021

How has Tony helped you since your last review?

N/A