1181 reviews | 15 verified advisers
Review for Mark Carter
What could they have done better?
In my opinion nothing. I feel informed with the information Mark gives me and in a way that I understand.
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on my pensions
How has Mark helped you?
Pensions are a minefield, Mark helped me understand what all my options are and how to best utilise my pensions.
Have you seen the outcome you were hoping for?
So far so good.
Review for Mark Carter
What could they have done better?
Nothing that I am aware of
What were the circumstances that caused you to initially look for a financial adviser?
I was retiring and unsure what to do with my pension and savings
How has Mark helped you?
Given advice on savings and pension funds
Have you seen the outcome you were hoping for?
Yes
Review for Sheena Doherty
What could they have done better?
N/A - a very trusted and reliable service!
What were the circumstances that caused you to initially look for a financial adviser?
Sheena has been my financial advisor for many years. She is knowledgable, personable and dependable - would thoroughly recommend.
How has Sheena helped you?
She has provided holistic support across a range of financial areas, providing specialist advice where possible and signposting towards other trusted partners when needed.
Have you seen the outcome you were hoping for?
Yes, always:
Review for Sheena Doherty
What were the circumstances that caused you to initially look for a financial adviser?
My Company pension had some limitations and I was advised by a former work colleague that Sheena could help make it more flexible.
How has Sheena helped you?
She has advised on funds in order to grow my pension and has also made my pension more accessible to my family in future years.
Have you seen the outcome you were hoping for?
Yes, my pension has significantly increased in value, and my family will see those benefits in the future.
Review for Sheena Doherty
What could they have done better?
Sheena and her team nothing to be honest, good comms as and when I needed them, straight talking advice and options - just need the financial markets to do better!
What were the circumstances that caused you to initially look for a financial adviser?
Looking towards retirement led us to make some changes, Sheena offers jargon free, direct and simple options and solutions
How has Sheena helped you?
Sheena firstly listened, then matched us with various options and solutions for us to consider
Have you seen the outcome you were hoping for?
Absolutely yes and we have clear goals to work towards
