236 reviews | 1 verified advisers
Review for Vincent Throp
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Vincent helped you?
Explaining how to use savings for long term income.
Have you seen the outcome you were hoping for?
Yes,so far.
Review for Vincent Throp
What could they have done better?
depends on our choice of investments
What were the circumstances that caused you to initially look for a financial adviser?
Follow on from a past advisor
How has Vincent helped you?
Advised us on te various forms of savings/investments
Have you seen the outcome you were hoping for?
yes
Review for Vincent Throp
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Help transferring pensions
How has Vincent helped you?
Transferred oensionsy
Have you seen the outcome you were hoping for?
Yes
Review for Vincent Throp
What could they have done better?
Everything has been as requested, clear, timely and concise. No issues to date.
What were the circumstances that caused you to initially look for a financial adviser?
Planning for future
How has Vincent helped you?
Helped in maximising return on pension commensurate with our approach to risk and provided clarity on pension projections to enable clear planning on future financial decisions.
Have you seen the outcome you were hoping for?
Yes we have
Review for Vincent Throp
What could they have done better?
Hard to say. Couldn't have wished a better service
What were the circumstances that caused you to initially look for a financial adviser?
Long term financial planning when we first married 37yrs ago.
How has Vincent helped you?
Ongoing financial planning over many years which has turned out to be extremely successful for us now that we are near retirement.
Have you seen the outcome you were hoping for?
Yes, very much so.
