206 reviews | 8 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Calum O'Donnell

September 2020

How has Calum helped you since your last review?

Ongoing Calum contacts us regularly to discuss our finances and ensure we are on track with our pension planning. The plan he handles for us had seen excellent growth, this dropped with Covid but has recovered much better than other pension plans. Overall excellent service and communication, we would highly recommend Calum.

Review from verified client for , Neil Marsden

July 2020

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

Dissatisfied with our old advisers.

How did Neil help you?

Listening to our aims and setting us on the path to saving for retirement

Have you seen the outcome you were hoping for?

Yes, but difficult to say as we will need to see how events go over the next few months.

Review from verified client for , Ben Hewitt

June 2020

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

Retirement planning and opportunity to leave defined benefit scheme

How did Ben help you?

The transfer from my defined benefit scheme was completed by one of Ben’s colleagues he is now regularly reviewing the investment and other savings and pensions to ensure that that I will be able to achieve my goals in retirement

Have you seen the outcome you were hoping for?

Yes I have been very impressed not only with Ben’s professional knowledge but also with his empathy and ability to see things from my point of view.

What could they have done better?

We had our first zoom meeting under lock down and from a client perspective I can recommend this as a way forward.

Review from verified client for , Ben Hewitt

June 2020

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

Pension consultancy

How did Ben help you?

Holistic planning

Have you seen the outcome you were hoping for?

Yes it’s looking very promising

Review from verified client for , Calum O'Donnell

June 2020

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

I needed an adviser who could review my financial and pension position as part of a divorce settlement. A critical aspect was to decipher, in a manner I could easily understand, the impact of a number of pensions and various other financial aspects I manage to hold.

How did Calum help you?

Calum provided clear and easy to understand financial and pension advice for the immediate divorce settlement, which was crucial for me but also fair to my former spouse. Calum went on to show me the implications, using various scenarios, of the same in regard to my long term position. Calum was responsible for a financial watershed moment in the divorce which had a significant impact on me personally and for which I will always be grateful.

Have you seen the outcome you were hoping for?

Yes in more was than I could ever have expected. Calum has a very likeable personality and is fair and professional to his core.

What could they have done better?

Calum exceeded my expectation so hard to see what he could have done better.