177 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Daniel Mole

February 2024

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

pension advice

Have you seen the outcome you were hoping for?

ongoing

How has Daniel helped you?

yes

What could they have done better?

.

Review for Sarah Priestley

February 2024

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

To help with my pension

Have you seen the outcome you were hoping for?

Yes

How has Sarah helped you?

Yes very much so

What could they have done better?

Nothing

Review for Daniel Mole

February 2024

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

I needed professional advice for my portfolio when it was transferred across from Nucleus.

Have you seen the outcome you were hoping for?

Considering the global economy, I am satisfied so far.

How has Daniel helped you?

Well informed advice.

What could they have done better?

N/A

Review for Daniel Mole

February 2024

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

It is a continuation from being with Braemar

Have you seen the outcome you were hoping for?

Yes

How has Daniel helped you?

Advised on risk of my investment gone from 4 to 5

What could they have done better?

Nothing

Review for Daniel Mole

February 2024

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

Retirement and lump sum

Have you seen the outcome you were hoping for?

Yes

How has Daniel helped you?

Reassurance that I am on the right track

What could they have done better?

Nothing