676 reviews | 3 verified advisers
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?
Need to receive trustworthy pension advice
How has Paul helped you?
Really comprehensive service
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?
Financial Advice following my Retirement from work and he had taken over from my previous financial advisor
How has Paul helped you?
He advised me on the investment to increase my Isa by transferring an investment to the one I have with Aviva
Have you seen the outcome you were hoping for?
I have not done it as yet
Review for Liam Thomas
What were the circumstances that caused you to initially look for a financial adviser?
My previous "advisor" started out OK, and placed my funds with Aviva, but after 2/3 years he just appeared to have abandoned me. This led to my investments going into reverse.
How has Liam helped you?
Firstly by removing my funds from Aviva, who did not overly impress me. His advise and explanations for why and where he was moving them to, were clear and concise.
Have you seen the outcome you were hoping for?
Since taking over the funds management, they have more than recovered the losses accrued with the previous "advisor"
Review for Paul Grey
What could they have done better?
Happy with the present arrangement
What were the circumstances that caused you to initially look for a financial adviser?
Have been with the company a long time
How has Paul helped you?
Advice on my pension
Have you seen the outcome you were hoping for?
Yes
Review for Liam Thomas
What could they have done better?
Nothing, was quick in responding to any queries or concerns.
What were the circumstances that caused you to initially look for a financial adviser?
Wanted to buy a house.
How has Liam helped you?
Got us a mortgage offer, he was positive with everything. Didn’t hide anything was honest to what we could find. We was very happy that he managed to get an offer for us.
Have you seen the outcome you were hoping for?
Yes, we bought a beautiful cottage for our family. Very happy.
