943 reviews | 15 verified advisers

Selection of recent reviews. Read all reviews

Review for Sheena Doherty

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

We were in a situation where we had amounted a considerable amount in our business account and was unsure how to utilise it. We also wanted advice with regard to pensions and investments.

Have you seen the outcome you were hoping for?

Absolutely!

How has Sheena helped you?

She has helped us invest our money to get the best long term rewards. She has helped us to initially reduce our corporation tax and to invest in company pensions and personal ISA’s which will help massively with our retirement income

What could they have done better?

Nothing !

Review for Sheena Doherty

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

Pensions and savings

Have you seen the outcome you were hoping for?

Absolutely.

How has Sheena helped you?

Sheena's advice comes from a depth of experience, understanding the journey of investments and pensions and what a client needs to see both in the short and long term. She understands the day-to-day needs of her customer base and makes realistic recommendations that can get the best possible outcome. I have always felt in safe hands and very much understood.

Review for Sheena Doherty

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

I was looking to transfer my pension to another provider who could offer greater flexibility in the options available to me when drawing my pension.

Have you seen the outcome you were hoping for?

Yes absolutely.

How has Sheena helped you?

Sheena works in the best interest of her clients to ensure they achieve the best outcome possible.

What could they have done better?

Nothing

Review for Tracey Bromley

February 2024

How has Tracey helped you since your last review?

I have retired as a result of redundancy and Tracey has helped and guided me through what best to do with my work Pension and how I fund my retirement. I have also sold a property and she has guided me as to what are the best options for the proceeds.

Review for Sheena Doherty

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

The advisor that I was using retired and Sheena was recommended and never looked back

Have you seen the outcome you were hoping for?

Yes

How has Sheena helped you?

The advice she has given me has been very advantageous

What could they have done better?

Nothing that comes to mind