581 reviews | 7 verified advisers

Selection of recent reviews. Read all reviews

Review for Harvey Sutton

April 2024

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

Getting old

How has Harvey helped you?

Helped me make investments and plan for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure they could

Review for Luke Mather

March 2024

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

I am considering retirement and wondered if I had enough in my Financial Pot to allow to take early retirement,

How has Luke helped you?

Most definitely. He looked at each of my incomes separately and then he prepared a cash flow going forward, that I could actually understand. He gave sound, helpful advice along the way too.

Have you seen the outcome you were hoping for?

Yes indeed. He did the numbers for me and it looks possible for me to retire early and still have enough for the future. I was worried, that separately to my husband, I had enough to live on when I retire, without taking my husbands income into account.

What could they have done better?

Happy and Satisfied. I don't feel he could have done anything better and after our financial meeting, we had a teams chat to discuss matters further, which was excellent.

Review for Harvey Sutton

March 2024

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

Receipt of lump sum on retirement.

How has Harvey helped you?

Gave appropriate advice and accepted our judgement on our circumstances.

Have you seen the outcome you were hoping for?

Yes on the whole, despite national financial crises in recent years.

What could they have done better?

We think we received suitable advice, given the prevailing circumstances.

Review for Luke Mather

March 2024

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

I was recommended to Luke by a former colleague. Luke was on boarded as our companies financial well being advisor which has led to him offering specialist advice on a 121 basis. I was at an important crossroads personally as I planned for retirement, Lukes support has been invaluable. He is friendly, approachable, knowledgable and makes himself available at all times. Doesnt over-promise or up-sell and genuinely gets to know you to better understand you and your needs offering specific advice and products to suit

How has Luke helped you?

Not only has Luke consolidated my pensions, he has also helped move our company to a new scheme, has referred me to a will specialist and has even helped to transfer my childrens trust funds to Junior ISA's as well as offering my advice on share ISAs

Have you seen the outcome you were hoping for?

more than. we have a good relationship and trust Luke to look after my interests

What could they have done better?

No, not at this point and trust future investment performance will support that judgment. I did ask about some PPF advice for my father as Luke was my go-to but couldnt help on this occasion and is more tax related

Review for Harvey Sutton

March 2024

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

Sale of business

How has Harvey helped you?

Given me confidence that my financial expectation for retirement can be met through my investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing