447 reviews | 5 verified advisers
Review for Matthew Hignett
What could they have done better?
There is nothing I can think of at the moment.
What were the circumstances that caused you to initially look for a financial adviser?
I had a pension from a bank employer and I was offered a large uplift to withdraw the pension from the bank scheme. I needed someone competent to look after the private pension and other elements later added to the scheme.
How has Matthew helped you?
Matt has become a trusted advisor. He is honest, open and I consider him to be a man of integrity. He answers all questions demonstrating a strong and competent knowledge of pensions and other related areas such as IHT, together with current and potentially evolving legislation. He is someone I know I can trust and would recommend him to anyone needing pension and related advice.
Have you seen the outcome you were hoping for?
Matt and his team have always delivered in the areas I am looking for them to deal with.
Review for Matthew Hignett
What could they have done better?
We don not feel anything could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
Badly let down by our previous advisor so went to Beaumont as an alternative.
How has Matthew helped you?
Matthew has helped us to navigate what can be a confusing subject.
Have you seen the outcome you were hoping for?
We have been happy with the outcome of our dealings with Matthew.
Review for Paul Carpenter
What could they have done better?
I am very content with the service provided
What were the circumstances that caused you to initially look for a financial adviser?
Running an IT consultancy company for the last 20 years of my working life I set up a SIPP and needed advice on how to invest and maintain the fund
How has Paul helped you?
Paul took over the management of my pension fund from a colleague 5 years ago. Regular contact and meetings have ensured that I have been kept fully up to date with market conditions and regulatory issues. Paul has been intrumental in setting up drawdown, reducing the amount when it was wise to do so then increasing it again following legislation changes regarding the IHT status of the fund
Have you seen the outcome you were hoping for?
Investment funds and managers have changed over time in line with recommendations made by Paul and returns have been good resulting in an increase in the fund even after drawdown and fees
Review for Paul Carpenter
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Paul helped you?
Financial services y8
Have you seen the outcome you were hoping for?
Yes
Review for Nia Sterio
What could they have done better?
I dont think she could do any better
What were the circumstances that caused you to initially look for a financial adviser?
We had some spare cash and Nia was a big help in investing
How has Nia helped you?
Finacial planning in which she is well qulfiied
Have you seen the outcome you were hoping for?
Yes our stocs are steadier growing,well pleased!
