183 reviews | 4 verified advisers
Review for James Parfitt
What could they have done better?
Still waiting for that round of golf.. ;-)
What were the circumstances that caused you to initially look for a financial adviser?
A recommendation from a friend when discussing consolidating multiple pension funds
How has James helped you?
James has been the consummate professional from start to finish. His understanding of what my objectives were and the advice to match has been spot on and his flexibility to work around my busy schedule was a real plus.
Have you seen the outcome you were hoping for?
The funds are all live and consolidated, so yes.
Review for Peter Clark
What could they have done better?
There are no obvious ways that Peter could have improved the help and advice given so far.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to consolidate my savings and get advice on my pension to enable a good retain on my money.
How has Peter helped you?
Peter has brought all my finances into line. Set up a very good fin as ncial package that should enable me to retire early.
Have you seen the outcome you were hoping for?
I have only recently started my journey with Peter and the plan at present it is on track and reaching my expectations.
Review for Tom Wood
What were the circumstances that caused you to initially look for a financial adviser?
Planning for the future
How has Tom helped you?
Setting up pensions, ensuring that the money was in the correct places. Helping with forecasting and explaining risks. Helping to save for our childrens' futures.
Have you seen the outcome you were hoping for?
Yes
Review for Peter Clark
What could they have done better?
I can not see how the services that I have received could have been better. Peter was very patient, he listened to my requirements and acted accordingly.
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on consolidating various pension and savings that I had in place, to make sure that it would fit in with my retirement plans.
How has Peter helped you?
Peter was able to help me decide whether I should take the full amounts of my pension each month or take a reduced payment and invest the 25% tax free
Have you seen the outcome you were hoping for?
It's still relatively early days, but so far I am delighted with the advice, and the savings plans that Peter had put in place.
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
