1218 reviews | 13 verified advisers
Review for Mark Carter
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to consolidate a number of pensions into one pot.
How has Mark helped you?
The advice that Mark has given has always been honest and trustworthy
Have you seen the outcome you were hoping for?
My pension pot has grown significantly since dealing with Mark.
Review for Mark Carter
How has Mark helped you since your last review?
Very Professional & Helpful
Review for Mark Carter
How has Mark helped you since your last review?
I have peace of mind as I know Mark will do everything he can to protect my financial interests so my retirement is a comfortable and stress free one.
Review for Richard McKeown
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Some concern about how our investments were doing
How has Richard helped you?
Richard visited us us in person as we were less sure about internet access. He spent some time reviewing our portfolios and gave good advice regarding future investment
Have you seen the outcome you were hoping for?
Due to world circumstances few investments have seen ingoing increases however they have been steady which is just as important
Review for Richard McKeown
What were the circumstances that caused you to initially look for a financial adviser?
I took voluntary redundancy and was also able to draw my work pension, so needed advice on how this sitaution would work for me if I didn't look for further employment
How has Richard helped you?
Richard gave me options that would enable me to have a monthly income until the time I am due to receive my state pension, which could be revisited if I decide to gain employment again.
Have you seen the outcome you were hoping for?
I am very happy with the performance of my portfolio, and hope it continues to perform in the same vein. I am quite confident as my husband has used Richards services for the past 6 years and is very happy with the performance
