799 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
How has Paul helped you since your last review?
He has helped our investment grow
Review for Paul Grey
How has Paul helped you since your last review?
Paul has given us consistently clear advice which has proved to be highly financially beneficial over the years of his involvement with us.
Review for Ben Nurse
What could they have done better?
no
What were the circumstances that caused you to initially look for a financial adviser?
I had pensions that needed combining
How has Ben helped you?
Given clear advise as to the options open to me
Have you seen the outcome you were hoping for?
Waiting for some figures before deciding how to move forward
