269 reviews | 2 verified advisers
Review for Duarte Martins
What could they have done better?
Communication, things appeared to stop when Duarte was on holiday ect.
What were the circumstances that caused you to initially look for a financial adviser?
Did not look at this company myself transfered from another when irst advisor transfered business and trusted your company
How has Duarte helped you?
Move from draw down to annuity
Have you seen the outcome you were hoping for?
Eventually
Review for Sarah Priestley
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Sarah was recommended y our previous adviser after she left to work else where
How has Sarah helped you?
We have a yearly review with Sarah and she discusses everything with us, knowing she is there if we need any help or any questions regarding our investment is very helpful
Have you seen the outcome you were hoping for?
Yes it’s been good
Review for Sarah Priestley
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were recommended Sarah when our other advisor left to work somewhere else
How has Sarah helped you?
She discusses our finances and gives us an annual review on our assets.
Have you seen the outcome you were hoping for?
Yes definitely
Review for Duarte Martins
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Looking fir professional advice on investments and savings
How has Duarte helped you?
He has explained and implemented after mutual discussion the gest place for my investments and savings
Have you seen the outcome you were hoping for?
Early days a
Review for Sarah Priestley
What could they have done better?
I cannot answer as I have no comparison with other investors and or advisers.
What were the circumstances that caused you to initially look for a financial adviser?
Both myself and my wife recently retired , therefore we required financial planning and advise moving forwards.
How has Sarah helped you?
She is an expert in finance and we rely on her to guide us , which she has done thus far.
Have you seen the outcome you were hoping for?
Yes we feel our investments are keeping pace with and exceeding inflation so as to maintain a reasonable standard of living during our retirement years.
