326 reviews | 4 verified advisers
Review for Mark Evans
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Ongoing annual advice
How has Mark helped you?
In person discussions, ongoing support, very quick responses
Have you seen the outcome you were hoping for?
Yes
Review for Nia Sterio
What could they have done better?
Reacted quicker to market fluctuations.
What were the circumstances that caused you to initially look for a financial adviser?
Advice on the best investment to suit my circumstances.
How has Nia helped you?
Advised on investment and pension options.
Have you seen the outcome you were hoping for?
Somewhat.
Review for Nia Sterio
What could they have done better?
The world could get its act together
What were the circumstances that caused you to initially look for a financial adviser?
Changed our financial advisor to an independent one
How has Nia helped you?
Yearly meeting
Have you seen the outcome you were hoping for?
It proceeds as expected
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?
Annual reveiw
How has Nia helped you?
Reveiw
Have you seen the outcome you were hoping for?
Yes
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?
Felt we needed financial advice to do with our pension and investments sort
How has Paul helped you?
Sorted out our Pension and advice on investing y
Have you seen the outcome you were hoping for?
Yes
