60 reviews | 5 verified advisers
Review for John McGregor
What could they have done better?
NA
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has John helped you?
John has provided sound advice over 25 years and I would highly recommend his services.
Have you seen the outcome you were hoping for?
yes
Review for John McGregor
What were the circumstances that caused you to initially look for a financial adviser?
A change in career
How has John helped you?
John has helped me consolidate all my pensions into one place
Have you seen the outcome you were hoping for?
Yes
Review for John McGregor
What could they have done better?
Not a lot they where very good
What were the circumstances that caused you to initially look for a financial adviser?
Need to invest and to amalgamate my pensions
How has John helped you?
How to invest in the right products which fits my needs
Have you seen the outcome you were hoping for?
Yes I’ve been very happy with the outcome
Review for John McGregor
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Setting up a pension and ISA
How has John helped you?
Myself and husband saved up in a stocks and shares ISA over a few years which enabled us to pay for an extension to our home. We have also merged some old pensions into a SIPP which we now contribute into regularly for our retirement.
Have you seen the outcome you were hoping for?
We have been delighted with everything so far.
Review for Paula Hallett
What could they have done better?
I honestly am struggling to answer this one.
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching retirement and needed professional guidance to manage my retirement funds and plans to maximum risk-managed effect.
How has Paula helped you?
Although I felt I had already accumulated a certain amount of awareness and financial literacy, pockets of knowledge so to speak, Paula was able to bring the full picture; she joined all the dots and really spoke about everything I should consider for the future, allocation of pension savings and funds, attitiude to risk, withdrawing it, spending it, my wife, my family, everything. In fact I think the biggest compliment I can give is that my wife really has grown appreciate Paula being there for both of us.
Have you seen the outcome you were hoping for?
Absolutely
