699 reviews | 3 verified advisers
Review for Darren Bilkey
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I came into some money and wanted to invest it to create growth of the capital and provide an income in retirement.
How has Darren helped you?
Darren has given sound advice, investing the money across multiple shares options and ISA which has provided growth of capital and enables me to take a regular income once I retire.
Have you seen the outcome you were hoping for?
Yes, there has been growth of income. Darren has given me a better insight to my finances,
Review for Paul Grey
What were the circumstances that caused you to initially look for a financial adviser?
To help with my pension
How has Paul helped you?
Paul goes beyond just advertising on the pension
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
I'm not sure that they they could have done anything better. There are always risks associated with investment, but I think that the returns have been good relative to the level of risk.
What were the circumstances that caused you to initially look for a financial adviser?
I originally looked for an advisor for help and advice to manage my pension pot.
How has Paul helped you?
Paul has helped with advice and management relating to the investment of the monies in my pension pot.
Have you seen the outcome you were hoping for?
I think it is fair to say that the outcome has been good overall.
Review for Paul Grey
What could they have done better?
Not a lot!!
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Paul helped you?
Paul has helped & advised us all the way, &, I might add......very well!
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I became self-employed and needed advice about a pension.
How has Paul helped you?
Paul gave be very robust financial advice, set up a pension and arranged income-protection insurance.
Have you seen the outcome you were hoping for?
Yes - I have a great pension and get yearly meetings with Paul to review my situation.
