273 reviews | 4 verified advisers
Review for Paul Carpenter
What were the circumstances that caused you to initially look for a financial adviser?
I had inherited money and wanted advice on where to invest it.
How has Paul helped you?
Paul has listened and explained various investments to me.
Have you seen the outcome you were hoping for?
Currently my investments are doing well considering my attitude to risk.
Review for Mark Evans
What could they have done better?
Nothing for me very happy with the investment I have.
What were the circumstances that caused you to initially look for a financial adviser?
Investment of company pension
How has Mark helped you?
Mark has invested the money with good returns very sound advice and always extremely well explained.
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?
I had a lump sum sitting doing nothing
How has Paul helped you?
He has been a godsend. Anything I need he is always happy there.
Have you seen the outcome you were hoping for?
Yes
Review for Nia Sterio
What could they have done better?
?
What were the circumstances that caused you to initially look for a financial adviser?
I had money to invest
How has Nia helped you?
Yes
Have you seen the outcome you were hoping for?
Sort of
Review for Matthew Hignett
What could they have done better?
Probably nothing -- market dependancy based on my desire for lowish risk
What were the circumstances that caused you to initially look for a financial adviser?
Savings in time-limited bonds -- needed more flexibility
How has Matthew helped you?
Assigned investments suitable for my needs and risk awareness
Have you seen the outcome you were hoping for?
Well, investments haven't grown as much as I would hope, but better recently.
