Top Rated Firm 2024
204 reviews | 1 verified advisers
Kept me up to date with what's is happening with my investment and on what we should do next
Our investments were untidy.
Gave suitable financial advice, which he has now implemented.
Yes.
Nothing.
Always available for advice
Satisfactory annual review. Although we didn't make any changes to the pension investments, Kay carefully checked my current circumstances and did provide an investment option, albeit one I didn't choose.
Needed advice on best pension option
Kept me updated, and informed regularly, and answered any questions I’ve had very clearly
Proceeding with initial stages
At present, I’m very satisfied with the advice and communication I have received