787 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Kendra Selzer

January 2025

What could they have done better?

Nothing, service was without fault.

What were the circumstances that caused you to initially look for a financial adviser?

Reaching an age where I needed to understand my pension and what my long term financial situation would look like.

How has Kendra helped you?

Advice on current cash flow and future options for my pension.

Have you seen the outcome you were hoping for?

Yes

Review for Kendra Selzer

January 2025

What could they have done better?

I have no suggestions, the advice received to this point has been concise and proactive.

What were the circumstances that caused you to initially look for a financial adviser?

I had pensions and cash lump sums that I needed advice on how to invest correctly.

How has Kendra helped you?

Kendra reviewed all aspects of my investment portfolio and other assets. Kendra then advised on a course of action to maximise their potential, whilst considering my short term and long term goals.

Have you seen the outcome you were hoping for?

It is moving in the right direction so starting to see the results I expect.

Review for Philip Hanley

January 2025

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?

My previous adviser sold his business to a large company and I was not happy with them.

How has Philip helped you?

By re investing my pensions and savings.

Have you seen the outcome you were hoping for?

Yes I am very satisfied with everything.

Review for Philip Hanley

January 2025

What could they have done better?

nothing

What were the circumstances that caused you to initially look for a financial adviser?

inheritance from a parent

How has Philip helped you?

given honest, relevant and useful advice and arranged the transfer of funds into investments.

Have you seen the outcome you were hoping for?

yes

Review for Philip Hanley

January 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

After the deafh of my parents and what was left to me in their will

How has Philip helped you?

Giving me advice on my savings

Have you seen the outcome you were hoping for?

Yes