681 reviews | 5 verified advisers
Review for Ross Speedie
What were the circumstances that caused you to initially look for a financial adviser?
I wanted a PIP and someone who would offer professional advice.
How has Ross helped you?
With expert advice and explanations that are clear.
Have you seen the outcome you were hoping for?
Despite the market’s being unpredictable the investment has grown steadily.
Review for Duarte Martins
What could they have done better?
everything we talked about was understood by me
What were the circumstances that caused you to initially look for a financial adviser?
previoius adviser retired and was recommended by him to this company
How has Duarte helped you?
The conversation that i had with him was very helpful and informative yes
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?
.
How has Sarah helped you?
Sound, solid down to earth advice
Have you seen the outcome you were hoping for?
Yes
Review for Sarah Priestley
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Consolidate my pension funds - drawdown of pension funds.
How has Sarah helped you?
Advised on pension funds.
Have you seen the outcome you were hoping for?
Yes
Review for Ross Speedie
What were the circumstances that caused you to initially look for a financial adviser?
My fund was transferred to Interest Me
How has Ross helped you?
Has been very helpful and always diligent in explaining strategies
Have you seen the outcome you were hoping for?
It is about a long term expectation
