869 reviews | 5 verified advisers
Review for Sarah Priestley
What were the circumstances that caused you to initially look for a financial adviser?
Pension review
How has Sarah helped you?
Advised on pension performance and portfolio and pension transfers
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?
I had this advisor for 5 years
How has Ross helped you?
He has amalgamated my pension and put them in a better place. I have now retired and he is sorting my lump sum and a regular monthly payment
Have you seen the outcome you were hoping for?
No as yet it should be sorted within the next few weeks
Review for Duarte Martins
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I transferred my pension from another advisor who had retired due to family illness and Duarte's company had been researched by my previous advisor and recommended by him.
How has Duarte helped you?
Helping with the transition from my previous advisor's pension platform.
Have you seen the outcome you were hoping for?
Its early days but I am confident that I will see good results.
Review for Ross Speedie
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Unhappy with previous company
How has Ross helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Sarah Priestley
What could they have done better?
The service has been smooth and efficient
What were the circumstances that caused you to initially look for a financial adviser?
We needed to move our investments from another provider who recommended Sarah’s company
How has Sarah helped you?
She has helped us to bring charges down and improve returns on our investments
Have you seen the outcome you were hoping for?
Yes
