532 reviews | 5 verified advisers
Review for Paul Carpenter
What could they have done better?
Not known.
What were the circumstances that caused you to initially look for a financial adviser?
Merging two private insurance policies into one draw down scheme.
How has Paul helped you?
Has given good advise throughout.
Have you seen the outcome you were hoping for?
Yes for now and hopefully for the future.
Review for Matthew Hignett
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I had pensions that were not monitored
How has Matthew helped you?
Matt has grown my pension portfolio significantly and guided me through important financial decisions. Matt has also given clear advice on my financial circumstances and future plans
Have you seen the outcome you were hoping for?
Yes, very much so
Review for Mark Evans
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and being financially supported
How has Mark helped you?
By investing my pension and being well prepared with all relevant information for our updates and explaining very clearly all the necessary jargon.
Have you seen the outcome you were hoping for?
Yes especially this year
Review for Paul Carpenter
What could they have done better?
The only thing I can see is that Fidelity International have contacted me recently to advise that some of the funds in which I have invested are showing a loss, so maybe this is an area which might be looked at.
What were the circumstances that caused you to initially look for a financial adviser?
One of my pensions included an annuity which needed to be invested, so I decided to look for an independent financial advisor.
How has Paul helped you?
Paul initially assessed my pensions and general circumstances to determine the best way forward on my retirement. We then decided on the most advantageous approach to investing my annuity and other private funds which I was able to invest on the stock market. Paul rings me annually to discuss how my investments are performing and if I am generally happy with the outcomes.
Have you seen the outcome you were hoping for?
After a slow start, my investments now appear to be performing well so I am happy with the growth on my input.
Review for Mark Evans
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Mark helped you?
Invested pension pot and advised on withdrawing options
Have you seen the outcome you were hoping for?
Yes
