42 reviews | 0 verified advisers
This review is for an adviser who has since left this firm.
Nothing at this point. Really happy with the free advice given and looking forward to future working relationships.
Myself and partner are both looking to plan for retirement at an age that suits us. Both still quite young and looking to save and invest towards this goal. Our mortgage advisor referred us to Neil. Word of mouth we feel has served us well in the past.
Neil has given us confidence in the steps we have already taken for our future planning and has also given us peace of mind that we are making the right decisions. We are really looking forward to a long and happy working relationship with him in the future.
We haven’t started regular working yet but he has answered some key questions at the offset which have made a big impact on our decision making regarding financial planning. Once we have our next big life event out the way (wedding) we will be back round the table to take the next steps.
This review is for an adviser who has since left this firm.
Dissatisfaction with my existing retirement arrangements.
Neil put my retirement finances in order and I am delighted with the service which he provided and the advice which he gave. All the work was carried out in a diligent and professional way. Neil and his staff were friendly and welcoming and I would have no hesitation in recommending his services, especially to anyone who is anxious to ensure that their financial future is being placed with an adviser who understands their needs and their concerns
Yes
This review is for an adviser who has since left this firm.
I did not know enough about pensions to enrolled Neil for advice
He organised all the details of my pension
Absolutely, very good advice given
This review is for an adviser who has since left this firm.
I don't think he could have done better. He was very meticulous going over the different schemes and made it very easy to understand. He also helped with the transfers for which I was very grateful.
I had had my money in bonds for some years and wanted advice if there were other plans that would be more fruitful.
Neil was very thorough and went through my day to day expenses and formulated a new plan.
I am very pleased that my money has been spread into different savings and bonds.
This review is for an adviser who has since left this firm.
Nothing that I am unhappy with
I retired and wanted to ensure that my finances were in order
Neil has consolidated several ISA,s into one ISA and secured a higher interest rate. He also upgraded our prudential bond
Yes very happy