201 reviews | 2 Verified advisers

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Review from verified client for , Mike Weedon

October 2020

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

I have been with Wealth of Advice for several years. I approached them when I retired from my full time job. They helped pull together my pensions from previous employment etc

How did Mike help you?

He gave me a summary of the performance of my investment over the past 12 months in context with the global economy. He discussed changes in my circumstances and suggested alternative courses of action I may want to take.

Have you seen the outcome you were hoping for?

My investments have fallen by approximately 1%, but I`m happy with that in light of the effects of Corona virus

What could they have done better?

All fine

Review from verified client for , Mike Weedon

October 2020

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

My employer setup my pension with wealth of advice.

How did Mike help you?

Mike looks after my pension with annual reviews where we discuss my requirements and Mike makes recommendations based on those requirements.

Have you seen the outcome you were hoping for?

Yes, it’s good to know that someone is monitoring my pension and has the knowledge to help me achieve the best outcome.

Review from verified client for , Mike Weedon

October 2020

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

Approaching retirement in the next 5 years and seeking advice relating to my deferred occupational pensions, savings and financial requirements for income. Worried about the risks I might be taking and unaware of what the options are.

How did Mike help you?

In complex and difficult times, Mike had the patience to explain what my options are whilst providing reassurance. He made the complicated much clearer and had some very useful guidance for me. I have been able to make some changes in my planning which will help secure the income I need in retirement.

Have you seen the outcome you were hoping for?

Yes, I will go back to Mike when the time is right to make further vital decisions with confidence. Hes already helped me change some aspects of my pension planning to help meet my ultimate goals.

What could they have done better?

I really cant see how he could!

Review from verified client for , Mike Weedon

October 2020

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

I have additional income from properties as well as having both a private and NHS pension.

How did Mike help you?

I find financial advice confusing and slightly daunting, however Mike is very approachable and makes it easy to understand. Consequently making making the right decision for my individual circumstances is made much clearer.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I'm more than happy with the advice I have received and reassured that he is acting in my best interests

Review from verified client for , Mike Weedon

October 2020

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

I wanted advice on pensions and investments.

How did Mike help you?

He offered comprehensive advice and explained fully what options were available and suitable for myself.

Have you seen the outcome you were hoping for?

Not as yet, portfolio is in the early stages of setting up.

What could they have done better?

I was very happy with the service provided by the advisor and the other members of staff who I dealt with.