224 reviews | 4 verified advisers
Review for Gerard Barrientos
What were the circumstances that caused you to initially look for a financial adviser?
Introduction from previous pension advisor
How has Gerard helped you?
Explained my investments clearly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review for Ross Speedie
What were the circumstances that caused you to initially look for a financial adviser?
My previous adviser (IFA) retired and his client portfolio was taken over by InterestMe
How has Ross helped you?
We have discussed my current and future pension plans as part of my overall financial goals and aims.
Have you seen the outcome you were hoping for?
Too early to say as I have only been with InterestMe for a few months but I am satisfied with the initial progress
Review for Sarah Priestley
What were the circumstances that caused you to initially look for a financial adviser?
My advisor retired
How has Sarah helped you?
Explained so I understood
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?
Taken esrky retirement
How has Ross helped you?
Yes I feel confident regarding my financial future
Have you seen the outcome you were hoping for?
Yes hopefully it carries on
Review for Daniel Mole
What were the circumstances that caused you to initially look for a financial adviser?
Was transferred to Daniel from existing advisor due to retirement.
How has Daniel helped you?
With pension and investment advice.
Have you seen the outcome you were hoping for?
Yes, investments doing well.
