337 reviews | 4 verified advisers
Review for Ross Speedie
What could they have done better?
We ae happy with the service
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Ross helped you?
A year and a half
Have you seen the outcome you were hoping for?
So far so good
Review for Daniel Mole
What could they have done better?
Nothing as far as I know
What were the circumstances that caused you to initially look for a financial adviser?
I was passed on to InterestMe by my previous advisor when he retired
How has Daniel helped you?
He has moved my ISA to a much better provider and reduced the charges
Have you seen the outcome you were hoping for?
Since the change of provider, yes
Review for Sarah Priestley
What could they have done better?
Nothing - we like the way Sarah works.
What were the circumstances that caused you to initially look for a financial adviser?
Transfer from previous advisor
How has Sarah helped you?
With clear honest advice and transparency.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Mole
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
My previous financial advisor has moved away from his role as a regulated financial advisor and recommended Daniel to take over advising me on my pension.
How has Daniel helped you?
Daniel has been to see me and given me a review of my current pension status and given advice of where it is invested and what the plan is going forward.
Have you seen the outcome you were hoping for?
Yes I'm happy with the current status of my pension and with the plan going forward
Review for Daniel Mole
What could they have done better?
Nothing. Clear concise advice.
What were the circumstances that caused you to initially look for a financial adviser?
My yearly review of my pension
How has Daniel helped you?
Clarification of my pension options and delivery
Have you seen the outcome you were hoping for?
Yes. Continued use of my pension provider
