403 reviews | 4 verified advisers
Review for Gerard Barrientos
What could they have done better?
Gerard could not have been more supportive. My only feedback was about the support team sending the risk assessment and other questionnaires through sooner, as I only received them 10 minutes before the call. Otherwise the whole experience was fantastic!
What were the circumstances that caused you to initially look for a financial adviser?
Gerard took the time to explain everything in detail, which enabled me to make an informed decision regarding my pensions
How has Gerard helped you?
I didn’t fully understand the assessment and why the initial recommendations of that assessment had been applied, which I found quite prescriptive. Having an actual conversation and the ability to ask questions really helped me to drill down and make informed choices
Have you seen the outcome you were hoping for?
Not yet but I will do so once I receive my new portfolio
Review for Daniel Mole
What were the circumstances that caused you to initially look for a financial adviser?
N/A
How has Daniel helped you?
Daniel helps monitor my investments
Have you seen the outcome you were hoping for?
Yes
Review for Gerard Barrientos
What could they have done better?
The phone call quality is not great. Possibly may be using VOIP. I strongly believe that the existing "landline" service is much clearer than any call I have made or received digitally.
What were the circumstances that caused you to initially look for a financial adviser?
A change in employment and pension situation.
How has Gerard helped you?
In every way regarding my pension. Gerard has always looked for the best outcome for me.
Have you seen the outcome you were hoping for?
We will shortly...
Review for Ross Speedie
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
My original pension was performing very poor,so on Ross speedies advice he transferred my funds to the royal London. It has since grown by 120% absolute legend ?
How has Ross helped you?
As above
Have you seen the outcome you were hoping for?
It's been well and above my expectations
Review for Ross Speedie
What could they have done better?
Nothing i could think of as far as I'm concerned they couldn't do any better .
What were the circumstances that caused you to initially look for a financial adviser?
Through a pension I had from my previous employment needed advice on how to deal with it .
How has Ross helped you?
He's helped and advised me on withdrawing off my pension and putting it to good use not very good with all the terms of it all but he has helped and made me feel at ease and confident with my pension.
Have you seen the outcome you were hoping for?
Yes I have I'm happy that it is doing well .
