396 reviews | 3 verified advisers
Review for Gerard Barrientos
What could they have done better?
Not sure.
What were the circumstances that caused you to initially look for a financial adviser?
Need for advice concerning long standing pension arrangements, and advice about savings.
How has Gerard helped you?
Gerard has facilitated an optimum level of appropriate investment of funds.
Have you seen the outcome you were hoping for?
Yes.
Review for Duarte Martins
What could they have done better?
Communication, things appeared to stop when Duarte was on holiday ect.
What were the circumstances that caused you to initially look for a financial adviser?
Did not look at this company myself transfered from another when irst advisor transfered business and trusted your company
How has Duarte helped you?
Move from draw down to annuity
Have you seen the outcome you were hoping for?
Eventually
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?
Sarah was recommended y our previous adviser after she left to work else where
How has Sarah helped you?
We have a yearly review with Sarah and she discusses everything with us, knowing she is there if we need any help or any questions regarding our investment is very helpful
Have you seen the outcome you were hoping for?
Yes it’s been good
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?
We were recommended Sarah when our other advisor left to work somewhere else
How has Sarah helped you?
She discusses our finances and gives us an annual review on our assets.
Have you seen the outcome you were hoping for?
Yes definitely
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?
Looking fir professional advice on investments and savings
How has Duarte helped you?
He has explained and implemented after mutual discussion the gest place for my investments and savings
Have you seen the outcome you were hoping for?
Early days a
