95 reviews | 5 verified advisers

Selection of recent reviews. Read all reviews

Review for James Lindley

December 2021

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

I work as an accountant and wanted support with setting up employer benefits for my clients including pensions and death in service.

How did James help you?

He has supported every client that I have referred providing a professional and timely service, and has helped with auto-enrolment pensions, other workplace benefits for staff members, as well as advising clients on how to be tax-efficient when exiting a business

Have you seen the outcome you were hoping for?

100%.

What could they have done better?

Nothing.

Review for James Lindley

December 2021

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

Looking for support on a defined benefit transfer and drawdown strategy

How did James help you?

Using cash-flow and tax modelling he was able to show me that I would have more than sufficient assets to meet my income needs. His team were able to support with a detailed analysis of all the individual pensions that I was in, allowing me to consolidate them and move them into a drawdown plan.

Have you seen the outcome you were hoping for?

Yes - very impressed.

What could they have done better?

Nothing.

Review for James Lindley

December 2021

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

Looking for good investment opportunities

How did James help you?

Transferring my SIP to a better preforming product and investment advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review for Garth Donnan

November 2021

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

I felt out of control of my future and financial stability

How did Garth help you?

He explained in simple terms the best solutions and tax efficient way of saving to ensure I can meet my goals.

Have you seen the outcome you were hoping for?

Yes, i have been saving more without any detriment to my present financial position.

What could they have done better?

Nothing

Review for Garth Donnan

October 2021

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

I had never organised my own pension previously and wanted the guidance of a financial advisor.

How did Garth help you?

He helped guide me with the process of choosing funds that suited my risk level, as well as being friendly and knowledgeable.

Have you seen the outcome you were hoping for?

Yes, under his guidance I have now set up a retirement account to which I am contributing monthly, and I am excited to do further business with him in the future.