589 reviews | 7 verified advisers
Review for Luke Mather
What were the circumstances that caused you to initially look for a financial adviser?
I was getting close to retiring and unclear of the best options going forward.
How has Luke helped you?
Most definitely yes.
Have you seen the outcome you were hoping for?
It’s a long term solution but the way forward is much clearer.
What could they have done better?
I am comfortable and confident with the guidance given I don’t think I could have asked for more. My only regret is I didn’t take advice earlier.
Review for Luke Mather
What were the circumstances that caused you to initially look for a financial adviser?
Work Pension Scheme
How has Luke helped you?
Combined a number of pensions and advised on investment levels based on my personal pension goals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review for Ben Preston
What were the circumstances that caused you to initially look for a financial adviser?
We approached Ben when my wife and I were seeking advice on the possibility of retiring.
How has Ben helped you?
Ben outlined the various options available to us and demonstrated to us both the pot of us both being able to take early retirement.
Have you seen the outcome you were hoping for?
We were happy the various options offered and took the one we were happy with. We are very glad we took Ben’s advice and have enjoyed the time we have spent from work.
What could they have done better?
Nothing.
Review for Saf Sulehman
What were the circumstances that caused you to initially look for a financial adviser?
I had a lump sum of money I needed investing and wanted to look into setting up a personal pension account
How has Saf helped you?
He has walked me through all my possible options and set me up with the best plans to further my needs. he also consolidated my previous work pension accounts into the one single account.
Have you seen the outcome you were hoping for?
Yes, so far so good :)
What could they have done better?
Not a lot at all. Great company and Im pleased they are helping me!
Review for Ben Horsfield
What were the circumstances that caused you to initially look for a financial adviser?
Purchasing my first home
How has Ben helped you?
He has been our mortgage advisor so he has provided so much good advice and helped with the process
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
N/A
