1192 reviews | 15 verified advisers
Review for Faye Thompson
What could they have done better?
As above
What were the circumstances that caused you to initially look for a financial adviser?
Professional financial advice regarding our savings and investments.
How has Faye helped you?
Reassurance in terms of ongoing global instability Reviewed our current financial situation Valuable advice on financial procedures in the event of loss of a partner
Have you seen the outcome you were hoping for?
Yes - very happy at present
Review for Mark Carter
What could they have done better?
Don't really know ,as I've already stated I'm more than happy with the service I receive
What were the circumstances that caused you to initially look for a financial adviser?
I had an advisor who left and Mark was recommended
How has Mark helped you?
I have seen my pension grow significantly Mark also has given sound advise on other matters.always found him very approachable.
Have you seen the outcome you were hoping for?
Yes I'm pleased in the growth of pension
Review for Faye Thompson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking on how to best plan for our futures and how we can best use our money whether this is investing or if there are alternative options
How has Faye helped you?
Faye has helped us assess our financial situation and how best to prepare for the future. This has helped us review where we are best allocating money. Faye also helps by checking our full understanding and is happy recap anything.
Have you seen the outcome you were hoping for?
Yes
Review for Mark Carter
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate our savings and to ensure our money is invested and working for us.
How has Mark helped you?
Mark has us offered us clear advise and he has made recommendations appropriate to our needs and situation.
Have you seen the outcome you were hoping for?
Yes especially given the turbulence in the world which is impacting on markets.
Review for Mark Carter
What could they have done better?
I don't think they could have
What were the circumstances that caused you to initially look for a financial adviser?
Wasn't happy with my pension provider
How has Mark helped you?
Invested my money to provide maximum growth for my retirement
Have you seen the outcome you were hoping for?
Yes definitely
