36 reviews | 2 verified advisers
Review for Richard Bolton
What were the circumstances that caused you to initially look for a financial adviser?
Realising that I was approaching 36 and had no pension or investments.
How has Richard helped you?
He has helped me understand investments, savings and pensions
Have you seen the outcome you were hoping for?
Yes!
Review for George Copplestone
What could they have done better?
Nothing as far as I am concerned
What were the circumstances that caused you to initially look for a financial adviser?
Retirement advice and guidance
How has George helped you?
Always sound advise.
Have you seen the outcome you were hoping for?
Very much so.
Review for George Copplestone
What could they have done better?
Happy with everything
What were the circumstances that caused you to initially look for a financial adviser?
Retirement / Pension / SIPP
How has George helped you?
Explaining choices given our circumstances and time of life ( early 70s ) … ISA s ensure worry free regular tax free income & it was important to enjoy some of our savings !
Have you seen the outcome you were hoping for?
Yes - everything has worked out really well
Review for George Copplestone
What were the circumstances that caused you to initially look for a financial adviser?
I had a personal pension that had been frozen from a previous employer
How has George helped you?
George has helped with my investment over the years which has needed adjustments sometimes to help it grow financially
Have you seen the outcome you were hoping for?
Yes I am very pleased with the outcome and it gets better every year
Review for Richard Bolton
What could they have done better?
Honestly, I think any fault or improvement sit on my end. I'm often one to delay on any actions that need moving forward.
What were the circumstances that caused you to initially look for a financial adviser?
Needing to look after an amount of money that I didn't know what to do with myself.
How has Richard helped you?
He has been an excellent source of professional advice, and reliability which has also generated a result markedly above expectations financially.
Have you seen the outcome you were hoping for?
More than.
