741 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 Paul Grey
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Getting to the age of retirement.
How has Paul helped you?
Paul has helped with sorting out my pension requirments.
Have you seen the outcome you were hoping for?
Having not retired yet.What we sorted with pensions is a work in motion.
Review for Paul Grey
What could they have done better?
I am delighted with the advice and I don't believe I could of had any better.
What were the circumstances that caused you to initially look for a financial adviser?
To get advice on previous pension that wasn't going to provide adequate provision upon retirement.
How has Paul helped you?
After reflecting on the advice I decided to transfer my pension into a scheme tailored to a comfortable retirement and advice given to my wife clarifying her position heading towards retirement.
Have you seen the outcome you were hoping for?
I am pleased with the growth obtained to date and it appears to be growing at a greater rate than forecasted projections
Review for Liam Thomas
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Nearly time to draw our pensions and we wanted to make a wise investment
How has Liam helped you?
Guided us and took away all the hassle of sorting it
Have you seen the outcome you were hoping for?
Yes
