434 reviews | 3 verified advisers
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?
To look after my pension
How has Simon helped you?
Keeps me well informed. advised about how far to invest my pension
Have you seen the outcome you were hoping for?
Yes
Review for Dean Fermie
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Bad experience with previous advisor
How has Dean helped you?
He said it would make money and it has
Have you seen the outcome you were hoping for?
at the moment 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?
Trust in who he was at first meeting
How has Simon helped you?
Pension plans and gaining financial support
Have you seen the outcome you were hoping for?
Yes
Review for Mike Smith
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice
How has Mike helped you?
A great deal, very professional, knowledgeable advisor.
Have you seen the outcome you were hoping for?
Not yet
Review for Simon Davies
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
I had concerns about the previous company advising me on my pension.
How has Simon helped you?
Simon was very helpful with pension advice which has enabled me to pay off my mortgage and retire.
Have you seen the outcome you were hoping for?
Yes
