355 reviews | 4 verified advisers
Review for Paul Carpenter
What could they have done better?
Good advice and cannot think of changes to suggest.
What were the circumstances that caused you to initially look for a financial adviser?
I was replacing a former adviser.
How has Paul helped you?
Clear view of what is needed and a good understanding of what is a good choice.
Have you seen the outcome you were hoping for?
We are progressing well.
Review for Matthew Hignett
What could they have done better?
Nothing specific comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
I have had a financial adviser for nearly 30 years, but had grown dissatisfied with the advice and products being offered. After examining a number of options, I decided Matt provided the service I was looking for and have been very pleased with making the change
How has Matthew helped you?
Bring clarity to a changing environment both personal and in terms of legislation
Have you seen the outcome you were hoping for?
Yes, feel more confident in the plans for the next five years
Review for Nia Sterio
What were the circumstances that caused you to initially look for a financial adviser?
On retiring ,having savings and a lump sum in what to do with it for the future
How has Nia helped you?
making sure investments and pension plan are best for me
Have you seen the outcome you were hoping for?
With changes to the world it is the best at present
Review for Nia Sterio
What could they have done better?
i dont think anything as the investments are all going well...
What were the circumstances that caused you to initially look for a financial adviser?
to make sure my pensions were in line with my expectations of retirement..
How has Nia helped you?
With great advice.
Have you seen the outcome you were hoping for?
So far so good..
Review for Nia Sterio
What could they have done better?
Happy with all the advice and guidance for over the past 6 years
What were the circumstances that caused you to initially look for a financial adviser?
When I retired
How has Nia helped you?
With our investments
Have you seen the outcome you were hoping for?
Yes
