675 reviews | 8 verified advisers
Review for Ben Preston
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to retire early and wanted to be sure i understood my financial position and what my options were
How has Ben helped you?
Ben help with valuations and option for ongoing investment.
Have you seen the outcome you were hoping for?
Yes
Review for Ben Preston
How has Ben helped you since your last review?
Ben's been our adviser for a long time helping us get well prepared for the early retirement we wanted. We put that plan into action a little over two years ago and haven't looked back since. Ben's always on hand to answer any questions I have and the returns on our investments have been excellent, way higher than we ever expected. More than anything we couldn't feel more confident in our finances and what we want to spend and that's the biggest thing Ben really helps us with.
Review for Ben Horsfield
What were the circumstances that caused you to initially look for a financial adviser?
Buy to let mortgage purchases
How has Ben helped you?
mortgages and remortgages on buy to let property also on our residential
Have you seen the outcome you were hoping for?
yes
Review for Chris Pughe
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Needing to plan for the future.
How has Chris helped you?
Going through all my finances and making good recommendations.
Have you seen the outcome you were hoping for?
Yes
Review for Luke Mather
What could they have done better?
Completely happy with the service provided
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Luke helped you?
pension planning / setting up a business life insurance policy for myself and my Co-Director
Have you seen the outcome you were hoping for?
Yes in part
