546 reviews | 3 verified advisers
Review for Simon Davies
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Change of policies
How has Simon helped you?
Clear and honest advice , human friendly service no jargon or over load of information
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
Nothing as far as i can tell
What were the circumstances that caused you to initially look for a financial adviser?
For a pension and savings advice
How has Simon helped you?
He helped me set up a pension for my retirement. And also an ISA
Have you seen the outcome you were hoping for?
Yes the outcome is looking good for my retirement
Review for Dean Fermie
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
My old advisor retired and Dean was recommended
How has Dean helped you?
Mainly with pension planning
Have you seen the outcome you were hoping for?
It has been better than we initially expected.
Review for Mike Smith
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Annual Review
How has Mike helped you?
Pension consultation
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
As I we were coming up to retirement age and had several pots of money invested, we wanted to streamline our financial matters.
How has Simon helped you?
Simon looked at all our investments and advised us that we could get better returns by combining them and investing them in a company that would better suit our needs.
Have you seen the outcome you were hoping for?
The returns from our investment has surpassed anything that we were expecting.
