585 reviews | 6 verified advisers
Review for Paul Carpenter
What could they have done better?
i am not sure.
What were the circumstances that caused you to initially look for a financial adviser?
starting to look at long term financial planning and need to consolidate both mine and my wifes various pensions and savings to ensure a comfortable and secure retirement both as a couple and for my wife if I should be the one to pass on first.
How has Paul helped you?
Paul has consolidated our pensions and savings and individuals and advised on how we most tax efficiently grow both savings and pensions and to whom we should be concentrating on to ensure security for both of us
Have you seen the outcome you were hoping for?
We are confident that the current investment plans will deliver the security in retirement that we are looking for.
Review for Ben Nuttall
What were the circumstances that caused you to initially look for a financial adviser?
As my money is invested with Beaumont
How has Ben helped you?
Finance advice
Have you seen the outcome you were hoping for?
Not yet
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?
Advised on product suitable to my risk score
Have you seen the outcome you were hoping for?
Yes
Review for Ben Nuttall
What were the circumstances that caused you to initially look for a financial adviser?
I inherited money and wanted to get a good return on it.
How has Ben helped you?
Ben has helped me get the return I wanted on my investment and offered advice on financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Paul Carpenter
What could they have done better?
Not applicable
What were the circumstances that caused you to initially look for a financial adviser?
Multiple pensions from different employments
How has Paul helped you?
Made my pension life very manageable and simple
Have you seen the outcome you were hoping for?
Absolutely. I have the information now at my fingertips in one place
