1172 reviews | 16 verified advisers
Review for Kevin Holleron
What could they have done better?
Nothing. We particularly appreciate the fact that they always get back to us and sort out any queries asap
What were the circumstances that caused you to initially look for a financial adviser?
We are not experts in this area and in order to make sure we were doing the right thing, we looked for professional help
How has Kevin helped you?
He’s always listened to our needs and asked the right questions to ensure the best outcome for us
Have you seen the outcome you were hoping for?
Yes. It’s been very reassuring
Review for Mark Carter
What could they have done better?
Satisfied with all aspects of Mark’s input
What were the circumstances that caused you to initially look for a financial adviser?
Existing pension management was unsatisfactory.
How has Mark helped you?
Any proactive input and management of our pension affairs.
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 have a financial plan for retirement.
How has Mark helped you?
Mark has provided me with a great service, this has included building a pension portfolio aligned to my risk appetite and provides other insurance and advice relevant to my current situation. He is friendly, open and honest.
Have you seen the outcome you were hoping for?
Good returns in investment.
Review for Mark Carter
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice and pension information. In vestment
How has Mark helped you?
Advise on were to put my pension and sort a portfolio out for me advise on investing
Have you seen the outcome you were hoping for?
Yes my plan has paid me a monthly amount and still showed a healthy increase in profits
Review for Mark Carter
What could they have done better?
Be in more regular contact - but he is very busy
What were the circumstances that caused you to initially look for a financial adviser?
Pensions
How has Mark helped you?
Get my Pensions in order
Have you seen the outcome you were hoping for?
Yes
