347 reviews | 6 verified advisers

Selection of recent reviews. Read all reviews

Review for Simon Davies

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Simon helped you?

Advised, planned and arranged my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review for Dean Fermie

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

Retirement and amalagamation of pensions

How has Dean helped you?

Following retirement Dean helped amalgamate all my pensions into 1 and planning a regular income from them advising on my options and funds available. He has kept me informed of any changes that I need to be aware of so I can make good decisions about the plan

Have you seen the outcome you were hoping for?

Yes am happy with advice and pension performance to date

Review for Dean Fermie

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

Pension advice

How has Dean helped you?

By advising about funds and potential growth

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

Nothing really

Review for Mike Smith

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

I felt it was beneficial to have financial security in my later years. opting for a adviser gives me confidence in the process.

How has Mike helped you?

He has given me the confidence to trust the process. He is helpful and informative and i feel as if no question is a silly question when i am talking to him.

Have you seen the outcome you were hoping for?

so far so good!

Review for Dean Fermie

March 2024

What were the circumstances that caused you to initially look for a financial adviser?

Divorce

How has Dean helped you?

Dean has moved my portfolio of investments achieving a far better return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing