962 reviews | 15 verified advisers
Review for Sheena Doherty
How has Sheena helped you since your last review?
A clear, concise and most importantly, manageable plan for the future
Review for Mark Carter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I initially opted out of NI contributions going towards my state pension. The accumulated contributions were frozen when I was made redundant, therefore I needed an advisor to transfer the contributions & wisely invest them to improve my retirement pension pot.
How has Mark helped you?
Mark has helped to manage my investment wisely & facilitate my monthly draw down now I have retired.
Have you seen the outcome you were hoping for?
Yes more than happy to see the outcome
Review for Mark Carter
What could they have done better?
Mark, has done a great job so far, no complaints
What were the circumstances that caused you to initially look for a financial adviser?
My last advisor was not great
How has Mark helped you?
Taekn good care of my pension
Have you seen the outcome you were hoping for?
Yes, all positive. Good results so far.
Review for Mark Carter
What could they have done better?
Nothing everything fine .
What were the circumstances that caused you to initially look for a financial adviser?
Pensions
How has Mark helped you?
Great advice . Very concise and clear helping us navigate our pensions
Have you seen the outcome you were hoping for?
Yes
Review for Sheena Doherty
How has Sheena helped you since your last review?
Sheena as given me advice on investing my pension funds, also talked about my future investments
