100 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Sean Gilbert

May 2024

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

I needed an advisor to set up my pension

How has Sean helped you?

Sean advised me of my options guided me through the process and helped me decide on which investments were best for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review for Sean Gilbert

May 2024

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

Pension advice regarding options, ie drawdown, annuity etc.

How has Sean helped you?

Yes very much so.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was spot on.

Review for Sean Gilbert

May 2024

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

Having multiple pensions I was looking to bring them altogether

How has Sean helped you?

Sean has done some good work sorting this out for me and explained everything so I could could feel fine about transferring them all over too one pension.

Have you seen the outcome you were hoping for?

Starting to see outcome now as just still young into this experience with Sean.

Review for Sean Gilbert

May 2024

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

Poor interest rates available at the banks

How has Sean helped you?

Investment advice to potentially achieve growth above the rates paid from the bank

Have you seen the outcome you were hoping for?

Yes the investments are performing well

What could they have done better?

Nothing the risks were outlined at the start.

Review for Sean Gilbert

May 2024

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

I needed an advisor to gain access to my pension fund.

How has Sean helped you?

Sean advised me of my options guided me through the process and helped me decide on which investments were best for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing