49 reviews | 2 verified advisers
Review for Yola Filipek
What could they have done better?
I am very happy with all the dealings I have had with Yola to date.
What were the circumstances that caused you to initially look for a financial adviser?
Ongoing financial planning advice.
How has Yola helped you?
I was already a client of Acacia Wealth prior to Yola becoming my Wealth Adviser. She has ensured my portfolio is suitable for my current circumstances and I know I can always contact her for advice. Yola is very approachable and extremely efficient with actioning requests and in her correspondence.
Have you seen the outcome you were hoping for?
Yes in that my investment continues to meet my expectations.
Review for Ben Hayward
What could they have done better?
Nothing, I’m very happy with everything provided and the information given.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to amalgamate my pensions and make them work hard harder
How has Ben helped you?
Ben consolidated my pensions and provided an overview or what it might look like at retirement age. This has given me a good idea of my future financial situation.
Have you seen the outcome you were hoping for?
I’m not tracking my pension but I know it’s growing.
Review for Yola Filipek
What could they have done better?
The advice was very good and Jolanta is very approachable,
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfer and advice
How has Yola helped you?
Very patient, time to listen, reassurance of your planning. Advice and communication very good.
Have you seen the outcome you were hoping for?
Yes the outcomes were very positive for the long-term goals. You need advice on life’s journey.
Review for Ben Hayward
How has Ben helped you since your last review?
Ben continues to give quality and meaningful advice and views and is always available for my calls or messages.
Review for Ben Hayward
How has Ben helped you since your last review?
He continues to advise me and help plan for my future, he is very clear and helpful.
