763 reviews | 5 verified advisers
Review for Paul Grey
What could they have done better?
I don't think anything. He's helped me alot!
What were the circumstances that caused you to initially look for a financial adviser?
I need consolidation of several work pensions that were not performing very well.
How has Paul helped you?
Paul helped me understand how to look at different funds and determine risk vs. profit to help me make better choices on funds. He consolidated and diversified my portfolio for my pensions to reduce the risk while raising the profits on all of them. It has been a rocky year in the markets but Paul's recommendations really proved to be solid and stable. Good stuff. Great teacher and advisor!
Have you seen the outcome you were hoping for?
Yes, in spades! He's taught me so much about how the investments work.
Review for Darren Bilkey
What were the circumstances that caused you to initially look for a financial adviser?
My financial advisor retired
How has Darren helped you?
Darren has been extremely helpful in bringing all my financial information together onto one platform where I can access it and see on a day to day basis how it is all performing. Darren has advised on pension shifts and evaluated my needs for the future to ensure the correct placement for these.
Have you seen the outcome you were hoping for?
I am extremely pleased on how my investments have performed.
Review for Liam Thomas
What were the circumstances that caused you to initially look for a financial adviser?
Future planning
How has Liam helped you?
Helped clarify future planning
Have you seen the outcome you were hoping for?
Yes
Review for Liam Thomas
What could they have done better?
Nothing I can think of at the moment
What were the circumstances that caused you to initially look for a financial adviser?
To bring some organisation and clarity to our finances and improve our pension arrangements and investment choices.
How has Liam helped you?
We have a plan , we know how we are situated, our pension prospects have improved considerably.
Have you seen the outcome you were hoping for?
Yes most certainly
Review for Darren Bilkey
How has Darren helped you since your last review?
Darren has been invaluable in his sound advice regarding my pensions. I am so pleased at how my pensions have performed and grown. We also chatted about trust funds for our grandchildren and Darren guided us through the procedure.
