299 reviews | 4 verified advisers
Review for Gerard Barrientos
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
new financial adviser
How has Gerard helped you?
explain option open to me
Have you seen the outcome you were hoping for?
yes
Review for Gerard Barrientos
What could they have done better?
.
What were the circumstances that caused you to initially look for a financial adviser?
.
How has Gerard helped you?
.
Have you seen the outcome you were hoping for?
.
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?
My previous adviser is no longer working
How has Sarah helped you?
She has checked my advestmens and explained all my options
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?
Transfer from previous advisor
How has Ross helped you?
General overview
Have you seen the outcome you were hoping for?
Not yet
Review for Sarah Priestley
What could they have done better?
We are happy with the advice given up to now.
What were the circumstances that caused you to initially look for a financial adviser?
Investing money
How has Sarah helped you?
Sarah has given both myself and my wife good advice and explained what we were investing in and the process in doing that, which was clear and constructive.
Have you seen the outcome you were hoping for?
Still an ongoing process.
