256 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Sarah Priestley

June 2024

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

I was with Braemar Wealth and we were advised to transfer to Interest Me.

How has Sarah helped you?

She has recommended me to transfer Standard Life fund to Parmenion.

Have you seen the outcome you were hoping for?

Only just awaiting to make the transfer.

What could they have done better?

Nothing so far.

Review for Sarah Priestley

June 2024

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

Thought buying an ISA was a good idea

How has Sarah helped you?

Explaining things well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

Review for Daniel Mole

June 2024

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

To get advice on my pension

How has Daniel helped you?

By moving my pension to the Royal London which as performed really well very pleased

Have you seen the outcome you were hoping for?

Yes I have very happy

What could they have done better?

Nothing

Review for Sarah Priestley

June 2024

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

About to retire and my pension is with the company

How has Sarah helped you?

Pension advice

Have you seen the outcome you were hoping for?

Too early to say

Review for Sarah Priestley

June 2024

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

I was recommended to Interest Me by Braemar Wealth my previous adviser who has retired.

How has Sarah helped you?

She has pointed out that by making changes to my investments there will be a saving when compared with Standard Life

Have you seen the outcome you were hoping for?

Yes, but in progress at present

What could they have done better?

Nothing springs to mind