106 reviews | 5 verified advisers
Review for Philippa Bown
What could they have done better?
Nothing. Very happy with the service given
What were the circumstances that caused you to initially look for a financial adviser?
Advice was required to safeguard my pension with a reliable company.
How has Philippa helped you?
Guided me through the risk assessments and pitfalls to achieve the optimum returns from my pension
Have you seen the outcome you were hoping for?
I'm very satisfied with the results through some very difficult times, ( COVID, unstable financial markets )
Review for Philippa Bown
What could they have done better?
Reduce fees
What were the circumstances that caused you to initially look for a financial adviser?
Required platform to invest pension
How has Philippa helped you?
Yes
Have you seen the outcome you were hoping for?
Yes and no The market is volatile and this is reflected in our returns. The fees charged are also prohibitive.,regardless of the performance of the investment.
Review for Marvin Owens
What could they have done better?
Nothing even got a coffee which is very important! Thank Marvin
What were the circumstances that caused you to initially look for a financial adviser?
I retired and had money I needed to invest hopefully to make a little profit to help with retirement. Marvin looked after me and answered all my worries and emails with patience.
How has Marvin helped you?
Reassured me that everything was ok and putting my mind at rest. It has been a difficult time for me so Marvin has been a reassuring person
Have you seen the outcome you were hoping for?
I hope so although haven’t checked recently. I have faith
Review for Marvin Owens
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Marvin helped you?
He’s arranged pension withdrawal and access to savings
Have you seen the outcome you were hoping for?
Yes
Review for Philippa Bown
What could they have done better?
Cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
We were unsure what was the best way to maximise our savings and pension
How has Philippa helped you?
By providing an investment plan that provides everything we require
Have you seen the outcome you were hoping for?
Yes definitely
