51 reviews | 2 Verified advisers

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Review from verified client for financial adviser, Neil Miller

August 2020

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

Transfer of pension and looking for sound advise

How did Neil help you?

Neil, took me through the process from start to finish explain all the pros and cons along the way to allow me to make a decision on what i wanted to do and making sure i knew all aspects of transferring my pension

Have you seen the outcome you were hoping for?

very early days , but nothing at this time make me think my outcome cannot be achieved

What could they have done better?

After an initial mis understanding , which was not of Neil's doing, Neil went through the process in a professional manner but in a friendly way that put you at ease and this helped in understanding the process and the decisions that had to be moved

Review from verified client for financial adviser, Neil Miller

August 2020

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

Transferring my pension from a work plan.

How did Neil help you?

gave me great advice about transferring my pension from my works plan yes

Have you seen the outcome you were hoping for?

Yes i did.

What could they have done better?

Nothing as despite covid19 restrictions, my advisor did everything remotely which was great and handled it perfectly.

Review from verified client for financial adviser, Neil Miller

July 2020

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

Retirement

How did Neil help you?

Neil put our finances in place for investment and retirement.

Have you seen the outcome you were hoping for?

Too early to tell but hopefully!

What could they have done better?

Neil covered all bases and explain everything clearly.

Review from verified client for financial adviser, Neil Miller

July 2020

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

Dissatisfied with previous IFA and wished for more proactive tailored service. With funds to invest I needed specialist advice to better performing products.

How did Neil help you?

Straightaway, Neil came over as a competent, accomplished and interested professional adviser. He quickly understood our needs, assessed our financial situation and produced an dedicated investment plan which we implemented.

Have you seen the outcome you were hoping for?

Too early to tell yet. The damaging economic effects of coronavirus are still unfolding. Judicious investment should bring positive results.

What could they have done better?

Couldn't find fault. Neil responded promptly to any queries and quickly dealt with any issues.

Review from verified client for financial adviser, Neil Miller

June 2020

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

I was needing help and advice for investing company funds so was needing sound professional help

How did Neil help you?

Neil analysed what was required and made proposals with a long term plan

Have you seen the outcome you were hoping for?

The investment was making nice steady return then the pandemic hit but to be honest has bounced back stronger

What could they have done better?

Neil is a dedicated advisor and keeps you well informed and up to date looking after our account. Feels totally safe