568 reviews | 4 verified advisers
Review for Daniel Mole
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Transferred from previous financial advisor.
How has Daniel helped you?
Dan's the man. Down to earth yet professional and transparent.
Have you seen the outcome you were hoping for?
Yes
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?
Previous adviser retired
How has Sarah helped you?
Advise on retirement
Have you seen the outcome you were hoping for?
Yes
Review for Ross Speedie
What could they have done better?
?
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Ross helped you?
He took over my account
Have you seen the outcome you were hoping for?
I think so
Review for Gerard Barrientos
What could they have done better?
not at all.
What were the circumstances that caused you to initially look for a financial adviser?
to have advice on investments.
How has Gerard helped you?
he has give me advice on all i wanted to know thank you.
Have you seen the outcome you were hoping for?
yes.
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?
Due to a divorce my solicitor advised I would need help with my private pension
How has Sarah helped you?
Sarah has helped to explain how my pension is functioning
Have you seen the outcome you were hoping for?
Yes
