56 reviews | 1 verified advisers
Review for Emily Turgoose
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement
How has Emily helped you?
Good clear sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review for Emily Turgoose
How has Emily helped you since your last review?
Emily has a unique set of skills combining her knowledge of the financial markets with coaching to help you identify what's important to you not only now but in the future. She then ensures that your financial plan will help you achieve your goals. A yearly meeting helps you keep on track and means you can update your plan as and when you need to. She has a real knack of helping you see things more clearly and focusing on what is important to you.
Review for Emily Turgoose
What were the circumstances that caused you to initially look for a financial adviser?
We have been clients for many years after a change in life circumstances
How has Emily helped you?
With investments, long and short term financial planning and various lifestyle choices
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind but any feed back given over the years has been greatfully received and acted upon.
Review for Emily Turgoose
What were the circumstances that caused you to initially look for a financial adviser?
To obtain advice on investments, private pension and retirement planning
How has Emily helped you?
Emily has helped enormously in advising on how and where to invest generally and in private pensions. She has an holistic approach looking at what your long term goals are and helping you to achieve them. This is her central philosophy. She gives advice and suggestions but there is no hard sell. She is there on the end of the phone as a trusted adviser and friend and we have regular planning meetings to assess where we are and where we are going to give assurance that we are heading in the right direction.
Have you seen the outcome you were hoping for?
Yes. Planning for retirement and the type of retirement we were looking for was central to what we were seeking to achieve.
What could they have done better?
Nothing
Review for Emily Turgoose
How has Emily helped you since your last review?
Following my recent annual review and receipt of my updated plan I have a better understanding and confidence of my financial situation and future. During the meeting I was made to feel comfortable, and welcomed despite being late due to horrendous traffic. Furthermore, my dog Ralphie was welcomed too, since it was too hot to leave him in car - it’s a small thing, but it’s this level of client care and understanding which sets Emily and her Team apart. Following the review meeting I had some further questions and simply called whereupon Alison organised a quick follow up meeting to explore, discuss and answer the questions I had. I genuinely feel that nothing is too much trouble and all the Team genuinely care about me, my family and financial future .
