760 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 could they have done better?
I don't think Liam could have done anything better
What were the circumstances that caused you to initially look for a financial adviser?
I had an inheritance from my parents and was looking for advice on how to invest it and for pension advice.
How has Liam helped you?
Liam explained that I should be looking at retirement planning rather than investing and has helped me to place my money in the best place to enable me to retire sooner than I had thought.
Have you seen the outcome you were hoping for?
I am extremely pleased to say that with Liam's help I will be able to retire much sooner than I had thought possible
Review for Liam Thomas
What could they have done better?
This can only be properky answered in time when we see the results of our investment.
What were the circumstances that caused you to initially look for a financial adviser?
Lack of knowledge about my pensions leading to concern for my retirement.
How has Liam helped you?
Liam sorted through a thick folder of pension information that i had built up over several years & that was in no particular order, identified what was what, who was who & what amounts were involved. He then gave advice on how best to proceed in gathering everything into one investment putting my mind at rest for the future.
Have you seen the outcome you were hoping for?
Yes we now know where we stand financially.
Review for Paul Grey
How has Paul helped you since your last review?
It's not long since the review so we haven't spoken.
