745 reviews | 8 verified advisers
Review for Harvey Sutton
How has Harvey helped you since your last review?
Harvey and his team have reviewed, discussed and continue to advise me in regard to my pension. Suttons FA's always respond and carry out requests that I have made by email.
Review for Simon Baggott
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning
How has Simon helped you?
Offered good advice
Have you seen the outcome you were hoping for?
Yes
Review for Simon Baggott
What could they have done better?
Nothing, as I receive regular contact and updates on my financial situation.
What were the circumstances that caused you to initially look for a financial adviser?
Having both work and private pensions, plus savings and shares, I needed to ensure that I was financially secure for my current and future needs. It was, therefore, prudent for me to seek professional advice on my pensions as I approach retirement, particularly with respect to my other finances. Consequently, pensions advice expanded to investments and savings thereby providing a broader overview of my financial situation.
How has Simon helped you?
Simon has provided me with advice on my current financial position and a clearer understanding on how my finances need to be managed in order to provide for my future needs. Simon uses easy-to-follow information to help me understand the present situation which enables me to make choices to suit my immediate and long-term expectations.
Have you seen the outcome you were hoping for?
Yes, the performance of my pensions and savings has exceeded the anticipated performance.
Review for Simon Baggott
What could they have done better?
Nothing at this stage.
What were the circumstances that caused you to initially look for a financial adviser?
Slowly retiring from a property business and needing guidance with alternative financial options.
How has Simon helped you?
With clarifying the best options that are tailored to my specific needs
Have you seen the outcome you were hoping for?
So far, yes I am happy with the results
Review for Harvey Sutton
How has Harvey helped you since your last review?
Recommended changes to investments that have benefitted me considerably.
