765 reviews | 5 verified advisers
Review for Ross Speedie
What could they have done better?
All i ask they do and they try there best and always be honest
What were the circumstances that caused you to initially look for a financial adviser?
I used to have my monies in all different investments and wanted it look after by one person i could really trust and i honestly feel i have that with ross and i also introduced my mum to his services
How has Ross helped you?
The main things Ross has helped me with is by being very calm and he is happy to spend time explaining things in laymans terms
Have you seen the outcome you were hoping for?
Yes buy always hoping for future better results
Review for Ross Speedie
What could they have done better?
Couldn’t really say. From my viewpoint they have done everything I asked and wished for.
What were the circumstances that caused you to initially look for a financial adviser?
I needed someone to look after my investments
How has Ross helped you?
He has moved all my pensions and stocks & share isas from a poorly performing one to one that is going great guns and finally seeing some growth after years of stagnation
Have you seen the outcome you were hoping for?
Yes, 100%
Review for Gerard Barrientos
What were the circumstances that caused you to initially look for a financial adviser?
To gain sound financial advice.
How has Gerard helped you?
Gerard has been our adviser for a number of years. He contacts us annually to review our portfolios, and any changes in our circumstances. We have the opportunity to ask questions and review our investments and risk levels. Gerard is thorough, polite and patient.
Have you seen the outcome you were hoping for?
I'm satisfied that my investments are making a profit for me.
Review for Daniel Mole
What could they have done better?
Nothing as far as I am concerned
What were the circumstances that caused you to initially look for a financial adviser?
Mt account was transferred a couple of years ago
How has Daniel helped you?
Sound advice and reasoning
Have you seen the outcome you were hoping for?
OK so far but early days
Review for Sarah Priestley
What could they have done better?
Nothing excellent advice given.
What were the circumstances that caused you to initially look for a financial adviser?
Financial Planning and pensions
How has Sarah helped you?
Investing Pensions and stocks & shares.
Have you seen the outcome you were hoping for?
Yes
