662 reviews | 4 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?
When I retired I needed help with my Pension pot
How has Paul helped you?
He took over from my previous advisor and has continued to look after my investments
Have you seen the outcome you were hoping for?
YesHe has given me very good adviceNothing
Review for Liam Thomas
How has Liam helped you since your last review?
Liam has been an invaluable ally in every financial decision made.
Review for Liam Thomas
What could they have done better?
I cannot imagine anything that Liam could have done better! He is a brilliant advisor and I have been more than happy to recommend him to friends and family.
What were the circumstances that caused you to initially look for a financial adviser?
My mortgage needed renewing.
How has Liam helped you?
Liam has been amazing for our last three mortgages. He has made the process very quick and easy and clearly explained options. He has also given good, sound financial advice.
Have you seen the outcome you were hoping for?
Yes, Liam has secured us a further 2 yr mortgage, as requested.
Review for Paul Grey
What could they have done better?
Nothing i can think of.
What were the circumstances that caused you to initially look for a financial adviser?
A confusion around pension options
How has Paul helped you?
Paul makes everything clear. He always bears my individual circumstances and wishes in mind and offers me tailored advice. He responds to my queries and is prompt and professional.
Have you seen the outcome you were hoping for?
Yes definitely
Review for Liam Thomas
What could they have done better?
Happy with it all.
What were the circumstances that caused you to initially look for a financial adviser?
Moving house and needed a new mortgage.
How has Liam helped you?
Liam has provided quick, clear, professional advice for mortgage and income protection.
Have you seen the outcome you were hoping for?
Mortgage product was not only lower than expected rate but also Liam’s knowledge of lenders and how easy they were to work with helped smooth the process.
