759 reviews | 5 verified advisers
Review for Daniel Mole
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Private pension scheme. My local provider was retiring and transferred clients - I trusted his judgement in selecting Daniel as an experienced advisor.
How has Daniel helped you?
Gives me a clear understanding of risk v benefit, of my pension performance, and where I might be for retirement.
Have you seen the outcome you were hoping for?
Yes, pension performing really well.
Review for Gerard Barrientos
What could they have done better?
I can't think of anything really Regarding my most recent withdrawal, I had notification from Parmenion that the withdrawal had completed (on a Friday) but it did not arrive in my account until the folowing Monday, so I was anxiously awaiting it over the weekend - just unfortunate calendaring I suppose!
What were the circumstances that caused you to initially look for a financial adviser?
We have used financial advsisers for many years having set up a school fees plan for our son (who is now 42!) Gerard and InterestMe have been by far the most conscientious in maintaining regular contact, giving clear and easy-to-understand advice, explaining risk assessment and tailoring our investments accordingly
How has Gerard helped you?
See above
Have you seen the outcome you were hoping for?
Yes indeed, my investments have risen more than satisfactorily
Review for Gerard Barrientos
What could they have done better?
?
What were the circumstances that caused you to initially look for a financial adviser?
For investment advice
How has Gerard helped you?
By managing my investment L
Have you seen the outcome you were hoping for?
Yes8
Review for Daniel Mole
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Daniel helped you?
Pension advice
Have you seen the outcome you were hoping for?
Yes
Review for Sarah Priestley
What could they have done better?
They only only advised for what I needed and that was fine
What were the circumstances that caused you to initially look for a financial adviser?
Through recommendation from my retiring advisor
How has Sarah helped you?
I am looking after our investments and pensions on an annual basis
Have you seen the outcome you were hoping for?
I invested safely not taking any risks
