259 reviews | 4 verified advisers
Review for Matthew Hignett
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I was considering a partial retirement and I was referred to Beaumont Wealth by a government web-site.
How has Matthew helped you?
Helped to plan out options that I may have regarding work and drawdown.
Have you seen the outcome you were hoping for?
Yes I have.
Review for Nia Sterio
What were the circumstances that caused you to initially look for a financial adviser?
I had my own company and wanted to setup a Pension
How has Nia helped you?
Pension reviews
Have you seen the outcome you were hoping for?
Yes
Review for Paul Carpenter
What could they have done better?
I believe that all my dealings have been without any fault
What were the circumstances that caused you to initially look for a financial adviser?
I had a pension which was dormant and was unaware that this had not been transferred into my workplace pension. This information became to my knowledge after my workplace pension was already sorted so I decided to speak to an advisor and decided to keep this invested in a pension fund as recommended by the Beaumont team
How has Paul helped you?
He keeps me informed on all financial matters via email and carries out an annual face to face interview and portfolio report.
Have you seen the outcome you were hoping for?
Yes the investment has continued to preform adequately year on year to my satisfaction
Review for Nia Sterio
What were the circumstances that caused you to initially look for a financial adviser?
clear guidance
How has Nia helped you?
explained options available
Have you seen the outcome you were hoping for?
Long term - yes
Review for Nia Sterio
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Planning retirement.
How has Nia helped you?
Information on when I could afford to retire
Have you seen the outcome you were hoping for?
Unfortunately not. But can make plans.
