252 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Gerard Barrientos

July 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Gerard helped you?

Ensures my investment is performing wa well

Have you seen the outcome you were hoping for?

Yes

Review for Gerard Barrientos

July 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

a pension pot I had taken out some time ago

How has Gerard helped you?

He has updated my provider to a less cost, higher growth (recent past results) performer

Have you seen the outcome you were hoping for?

Yet to see

Review for Gerard Barrientos

July 2024

What could they have done better?

all good

What were the circumstances that caused you to initially look for a financial adviser?

pensions

How has Gerard helped you?

annual review

Have you seen the outcome you were hoping for?

too early

Review for Gerard Barrientos

July 2024

What could they have done better?

Nothing, had a lovely chat when advising me.

What were the circumstances that caused you to initially look for a financial adviser?

I had a substantial amount within an Old Pension, I approached 'Interest Me' as I wanted to get the best out of the monies I had, I am now seeing the benefits of doing so.

How has Gerard helped you?

He advised me to stay with my current investment as it is doing so well.

Have you seen the outcome you were hoping for?

Yes

Review for Sarah Priestley

July 2024

What could they have done better?

In the circumstances could not expect better results.

What were the circumstances that caused you to initially look for a financial adviser?

Retirement planning and investing savings . We were both recently retired .

How has Sarah helped you?

Kept it very simple and not confusing.

Have you seen the outcome you were hoping for?

So far yes .