44 reviews | 2 verified advisers
Review for George Copplestone
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I needed to start a new pensions fund
How has George helped you?
By advising me on all aspects of this
Have you seen the outcome you were hoping for?
so far the outcome has been stellar
Review for George Copplestone
What could they have done better?
Nothing at this point
What were the circumstances that caused you to initially look for a financial adviser?
Looking to amalgamate a number of pension schemes and get a better return. I look at 4 other companies and compared advice.
How has George helped you?
Amalgamated a number of Pension schemes, also looked at options for current pension and given advice on options as I head towards retirement. Financial advice so far has been sound and excellent investments.
Have you seen the outcome you were hoping for?
Yes, actually more than I had hoped for, wish I had sought advice earlier.
Review for George Copplestone
What could they have done better?
Nothing, excellent service
What were the circumstances that caused you to initially look for a financial adviser?
Company Pensions
How has George helped you?
Informed and provided the right advice for the circumstances we currently have
Have you seen the outcome you were hoping for?
Yes the outcome has been more than satisfactory
Review for Richard Bolton
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I had a small inheritance that I did not know what to do with it.
How has Richard helped you?
Set up Quilter account for me for my money to invest in. Also set up small pension for me.
Have you seen the outcome you were hoping for?
Growth and security.
Review for Richard Bolton
What could they have done better?
Very little. I sometimes struggle to understand financial concepts but these are usually well explained in the written advice I recieve every year. I like the fact they are so proactive about meeting me every year.
What were the circumstances that caused you to initially look for a financial adviser?
I didn’t previously have one.
How has Richard helped you?
He has consolidated my many pensions and is advising me on retirement planning.
Have you seen the outcome you were hoping for?
Definitely
