120 reviews | 5 verified advisers

Selection of recent reviews. Read all reviews

Review for Ben Horsfield

July 2021

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

Moving house & getting life insurance

How did Ben help you?

In every way possible. I have dealt with Ben recently and 11 years ago when moving house, I wouldn’t use anyone else when it came to financial advise.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing, Ben goes over and above and I don’t have to do anything, I trust him to take care of it on my behalf and he does.

Review for Harvey Sutton

July 2021

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

I needed pension and investment advice.

How did Harvey help you?

Harvey set up and transferred my pension and has advised on the best route for my investment each year with fantastic results.

Have you seen the outcome you were hoping for?

Beat all my expectations.

What could they have done better?

Nothing.

Review for Lisa Davies

July 2021

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

A need to encash a part pension that insisted on advice from an accredited source

How did Lisa help you?

by doing the above in a personal, efficient and professional manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review for Harvey Sutton

July 2021

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

To have all my financial needs under one roof

How did Harvey help you?

Easy to talk to which is important, I find his advise very beneficial.

Have you seen the outcome you were hoping for?

Over the years, yes

What could they have done better?

Difficult to answer as I’m happy with there service

Review for Ben Preston

July 2021

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

I needed help following an acrimonious divorce to sort out pensions and planning for retirement/future income against that backdrop.

How did Ben help you?

Ben was able to take a lot of the stress and hassle away from us during a period in our lives as a family which was difficult. I was struggling to function and my financial knowledge was not great. Ben came into our lives, took charge of the situation and removed huge amounts of stress. His expertise immediately made things a lot clearer and we were able to move forwards and his advice re investment, planning was very clear and sound. He supported us also get through this difficult time by reassuring us, being positive and encouraging us to do so and has such a lovely way about him that we were able to trust him and move forwards, knowing he was there and dealing with things.

Have you seen the outcome you were hoping for?

More than - almost 2y in and absolutely YES/YES /YES ... and more. Ben's expertise in all areas finance and pensions is fantastic and i have seen my pension investment do well, despite the challenges of the pandemic. Two years ago, things look bleak but now, due to Ben's divine intervention, things are looking so much better for the future and we are not worrying like we were. I would encourage anyone to work with Ben - he's simply fab.

What could they have done better?

nothing - he's just a saviour !