884 reviews | 16 verified advisers
Review for Georgina Wilkinson
What could they have done better?
Nothing I wish i had met her earlier
What were the circumstances that caused you to initially look for a financial adviser?
Having several different pension pots and looking at retirement i wanted advice on what to do with them and feasibility of taking early retirement. Georgie was recommended by a friend so contacted her.
How has Georgina helped you?
Georgie took the time to come and see us and looked at all our pensions and explained the different options open to us, at no time did we feel pressure to do anything. We received excellent advice on what options were open to us and all fees etc were explained clearly in way we could understand. The advice has allowed me to take early retirement and feel secure that we will have a comfortable life. The advice has been extremely good and Georgie really took the time to understand what our aims were. Georgie really cares about you as individuals and wants the best for you this is a rare quality and one that makes Georgie stand out from the crowd. Our pensions are doing extremely well better than my expectations and feel confident we are on track. Georgie has always been on hand to answer any questions and reassure us, taking early retirement is a big and daunting step and Georgie has made this possible. I would have no hesitation in recommending Georgie to anyone and have done so.
Have you seen the outcome you were hoping for?
I have retired and have all my pensions in one place which has made thing so much easier, that is apart from one which Georgie advised to keep where it was. My pensions are growing really well, and we have a very good life style, but also reassurance that we are well prepared for the future. We could not have done this without the support and advice of Georgie.
Review for Mark Carter
What could they have done better?
Nothing to speak of.
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Mark helped you?
Mark has given sound advice on my pensions, showing a wealth of up to date knowledge of pensions and legislation.
Have you seen the outcome you were hoping for?
So far so good, my investments are doing well.
Review for Sam Johnson
How has Sam helped you since your last review?
I had a lump sum of money and not a very healthy pension. I wanted to retire earlier than the government feels I should, so I sought advice from Sam. He looked into my pension and my finances and helped me to set a future plan that means I am able to fulfill my desire to retire earlier, without compromising my way of life.
Review for Sheena Doherty
How has Sheena helped you since your last review?
Monitoring of the pension and advice as required
Review for William Forwood
What could they have done better?
Had a person like William as our SJP advisor for the investments that was inherited. If William had not been assigned to those investments and ulitimately made contact with myself and my wife then we may not have continued with SJP.
What were the circumstances that caused you to initially look for a financial adviser?
I had a lump sum that needed to be invested in a way that met my immediate requirements
How has William helped you?
He suggest a sensible and sustainable investment plan. He has kept us informed and recognised the level of decision making that we like to ensure we have the necessary control to manage the risk factor appropriately
Have you seen the outcome you were hoping for?
We have had a better outcome with an investment return of 16%+ in the 10 months
