179 reviews | 4 verified advisers
Review for Tom Donlea
What could they have done better?
Nothing, Tom has been exceptional at every turn.
What were the circumstances that caused you to initially look for a financial adviser?
I started my own business
How has Tom helped you?
Tom has been incredible in being a soundboard for all my financial queries and concerns.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Donlea
What were the circumstances that caused you to initially look for a financial adviser?
We needed advice on pensions / retirement planning, and insurance & protection.
How has Tom helped you?
Tom helped to provide guidance on every aspect we required. Financial planning, pensions, and insurance and protection. I recently quit my job to start my own business, so I wasn't very familiar with a number of the products we discussed as this had always been catered for by my employer.
Have you seen the outcome you were hoping for?
Yes, Tom was extremely attentive and found an affordable solution for us. He consistently went out of his way to ensure that he over delivered, often contacting us & providing advice at the weekends.
Review for Peter Clark
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to sort out my finances and make sure that I was effectively planning for the future.
How has Peter helped you?
Peter has helped me to build a financial plan for the short, medium and longer term and to consolidate and make the most out of my pension. Peter is very supportive and explains things in a very clear and easy to understand way.
Have you seen the outcome you were hoping for?
Yes definitely. I feel much less stressed about my finances and feel like I now have a plan and the ongoing support I need.
Review for James Parfitt
How has James helped you since your last review?
James has continued to provide a fantastic service over the years. In each of our meetings we revisit my cash flow model and discuss what's changed, and what we need to do to keep me on track. James is always proactive in keeping me on top of things. I take a lot of value from our meetings and look forward to continue working with James.
Review for James Parfitt
What could they have done better?
Nothing, the whole process has been amazing and seamless.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted help understanding my current situation and the steps I need to take to be able to reach my goals.
How has James helped you?
James’ holistic approach has helped me understand the importance of being proactive with investing, so that I am able to achieve my financial goals and be in the position I want to be in.
Have you seen the outcome you were hoping for?
Yes, my confidence in investing has grown significantly.
