610 reviews | 4 verified advisers
Review for Sarah Priestley
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Transfer from my old financial adviser
How has Sarah helped you?
Giving clear direction for my retirement
Have you seen the outcome you were hoping for?
Yes
Review for Ross Speedie
What could they have done better?
nothing everything is fine
What were the circumstances that caused you to initially look for a financial adviser?
my last adviser retired and recommended me to ross
How has Ross helped you?
Ross has looked after my investments very well and explained things very clearly
Have you seen the outcome you were hoping for?
yes
Review for Gerard Barrientos
What were the circumstances that caused you to initially look for a financial adviser?
retired
How has Gerard helped you?
private pension advice
Have you seen the outcome you were hoping for?
yes
Review for Daniel Mole
What could they have done better?
not sure
What were the circumstances that caused you to initially look for a financial adviser?
I needed my pension to earn me more money
How has Daniel helped you?
saved me thousands in fees
Have you seen the outcome you were hoping for?
no quite but in not unhappy either
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?
My previous adviser retired
How has Sarah helped you?
Looked at my investments and advised improvements
Have you seen the outcome you were hoping for?
Not yet, it’s too soon
