Top Rated Firm 2025
810 reviews | 3 verified advisers
Review for Kendra Selzer
What could they have done better?
Nothing at all!
What were the circumstances that caused you to initially look for a financial adviser?
We originally looked for an adviser around 10 years ago when we were planning early retirement. Mainly due to my wife's health.
How has Kendra helped you?
She has taken over from Philip Hanley who has given us faultless financial advice over the past 10 years. She visited us for the first time last month and provided us with valuations for our investments and reviewed our circumstances regarding our income from various pensions etc.
Have you seen the outcome you were hoping for?
Yes, she answered any questions we had and confirmed we are doing all the right things.
Review for Philip Hanley
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Too long ago!
How has Philip helped you?
Simplification and guidance.
Have you seen the outcome you were hoping for?
Yes
Review for Kendra Selzer
What could they have done better?
Kendra has given first class advice.
What were the circumstances that caused you to initially look for a financial adviser?
We wanted trusted advice
How has Kendra helped you?
Helped with our retirement and investment planning
Have you seen the outcome you were hoping for?
Yes we have
Review for Anne Hester
What were the circumstances that caused you to initially look for a financial adviser?
Required advice on brokering a mortgage
How has Anne helped you?
Helped me navigate the mortgage selection and approval process
Have you seen the outcome you were hoping for?
Yes
Review for Kendra Selzer
What could they have done better?
Nothing it was all helpful and professional
What were the circumstances that caused you to initially look for a financial adviser?
Pensions and investment advice
How has Kendra helped you?
Kendra visited for the first time this week. Phillip has been looking after us for several years previously
Have you seen the outcome you were hoping for?
Kendra was very helpful, well informed and answered all our questions
