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Top Rated Firm 2024

207 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Kay Mechial

July 2024

What could they have done better?

Nothing

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

I was looking for advise regarding a pension that had been left to me by my late father

How has Kay helped you?

He gave me sound advise, talked me through my possible options and guided me through the whole process.

Have you seen the outcome you were hoping for?

No I am waiting for the new pension provider to finalise everything.

Review for Kay Mechial

July 2024

What could they have done better?

At this moment in time nothing.

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

Required help in consolidating my investments in one place and and understanding the possible affect of inheritance tax.

How has Kay helped you?

By personally vising to discuss his involvement in the way forward.

Have you seen the outcome you were hoping for?

Yes, very leased with the outcome.

Review for Kay Mechial

May 2024

What could they have done better?

Nothing

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

Getting divorced - pension sharing

How has Kay helped you?

He gave me so much valuable advice and support. He provided the information necessary for me to confidently move forward with my financial situation.

Have you seen the outcome you were hoping for?

Yes

Review for Kay Mechial

May 2024

How has Kay helped you since your last review?

Kept me up to date with what's is happening with my investment and on what we should do next

Review for Kay Mechial

March 2024

What could they have done better?

Nothing.

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

Our investments were untidy.

How has Kay helped you?

Gave suitable financial advice, which he has now implemented.

Have you seen the outcome you were hoping for?

Yes.