787 reviews | 3 verified advisers
Nothing, service was without fault.
Reaching an age where I needed to understand my pension and what my long term financial situation would look like.
Advice on current cash flow and future options for my pension.
Yes
I have no suggestions, the advice received to this point has been concise and proactive.
I had pensions and cash lump sums that I needed advice on how to invest correctly.
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.
It is moving in the right direction so starting to see the results I expect.
Nothing that I can think of.
My previous adviser sold his business to a large company and I was not happy with them.
By re investing my pensions and savings.
Yes I am very satisfied with everything.
nothing
inheritance from a parent
given honest, relevant and useful advice and arranged the transfer of funds into investments.
yes
Nothing
After the deafh of my parents and what was left to me in their will
Giving me advice on my savings
Yes