245 reviews | 4 verified advisers
Review for Paul Carpenter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Paul helped you?
Good advice and understanding of my wishes
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Hignett
What could they have done better?
Nothing. Advice & support to date has been outstanding.
What were the circumstances that caused you to initially look for a financial adviser?
Re locating my pension funds & life insurance for myself & my wife.
How has Matthew helped you?
Very understanding ans supportive. Great listener.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Hignett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I was into my late 50's and had a number of workplace pension schemes. I had also married again and moved house a few times so I had lost track of some of them and they had lost track of me.
How has Matthew helped you?
Matt advised me what to consolidate and what to leave in place. He explained how it all tied together and how it dovetailed with the state pension schemes. He helped me locate who to contact to advise them of my latest address. He explained what Beaumont would do and what my options were very clearly. Even though my schemes are worth a lot less than many of the clients he deals with I got the impression he gives the same level of service, respect, courtesy and consideration whomever you are. In addition, if you have other queries e.g. retirement possibilities and scenarios, he will answer them quickly and in full.
Have you seen the outcome you were hoping for?
Absolutely! I now have control of my schemes and my investments have done well.
Review for Paul Carpenter
What could they have done better?
Nil
What were the circumstances that caused you to initially look for a financial adviser?
On my retirement and the need to couple two small retirement plans, Into a single Flexible Retirement Drawdown scheme.
How has Paul helped you?
He has offered sound advise on my Drawdown Scheme and has made me aware of potential risks and disadvantages of making withdrawls. When making a withdrawl, he has processed the paperwork for me; leading to a satisfactory conclusion.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Hignett
What could they have done better?
Not a lot
What were the circumstances that caused you to initially look for a financial adviser?
We had significant investments not working very hard for us
How has Matthew helped you?
Helped us with risk assessments and advised investment strategy appropriate to these risk assessments
Have you seen the outcome you were hoping for?
We see a gradual increase in performance
