80 reviews | 4 verified advisers
Review for Jonty Rider
What were the circumstances that caused you to initially look for a financial adviser?
Needed a company who I could trust with my savings and grow for retirement benefits. Jonty has been an excellent advisor.
How has Jonty helped you?
Very good advice in all sectors.
Have you seen the outcome you were hoping for?
Yes and more.
Review for Alex Nielsen
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement of my previous adviser
How has Alex helped you?
Advice on investment strategy for my SIPP. Timely follow-up to my enquiries and good explanations of the options available to me.
Have you seen the outcome you were hoping for?
Yes
Review for Jonty Rider
What could they have done better?
Dont think anything could have been done better
What were the circumstances that caused you to initially look for a financial adviser?
Inherited money
How has Jonty helped you?
Advice, research and recommendations
Have you seen the outcome you were hoping for?
Yes
Review for Ben Mussell
What could they have done better?
Ben was excellent, cannot think of anything that i would want to change.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a Client of Ben Mussell for a number of years. This was my regular annual meeting.
How has Ben helped you?
Now that the laws are changing around Pension Funds in relation to Inheritance tax, i needed advice on the options available to me for IHT purposes. Ben was really knowledgeable on the subject and was able to give information i needed.
Have you seen the outcome you were hoping for?
Yes, i now have better understanding and this will help me on making informed choices for the future.
Review for Duncan Todd
What could they have done better?
I couldn't expect any better
What were the circumstances that caused you to initially look for a financial adviser?
To find a financial expert who was actually very good at what he/she did and who did it diligently with constant monitoring and reviews of the investments involved and who acted with the highest level of integrity.
How has Duncan helped you?
He has fulfilled our objectives
Have you seen the outcome you were hoping for?
Yes, certainly
