434 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Simon Davies

May 2025

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

May 2025

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

May 2025

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

May 2025

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

May 2025

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