1019 reviews | 14 verified advisers
Review for Richard McKeown
How has Richard helped you since your last review?
I'm confident that Richard is monitoring the performance of our funds, and will advise if anything could be improved. He understand our wishes to centralise our savings safely, (rather than having to take action every time a fund matures with lots of different companies) and advises the various options accordingly.
Review for Mark Carter
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
As I approached a planned early retirement I was looking for a financial adviser who could assist me in narrowing down the available options for ensuring my pension provided best possible retirement income.
How has Mark helped you?
Mark built trust by honestly and transparently describing the available options and making a recommendation of what options would best suit my particular circumstances
Have you seen the outcome you were hoping for?
The outcomes from following Marks advice have far exceeded my expectations despite a very volatile financial situation across the world economy over the intervening years since investing my pension.
Review for Sheena Doherty
What were the circumstances that caused you to initially look for a financial adviser?
Sheena was recommended by a friend
How has Sheena helped you?
She has not just helped me, but also my wife to sort our pensions
Have you seen the outcome you were hoping for?
Yes
Review for Sheena Doherty
What could they have done better?
N/A.
What were the circumstances that caused you to initially look for a financial adviser?
To build up a nest egg for my retirement.
How has Sheena helped you?
Sheena has given me excellent advice about the best course of investing my finances.
Have you seen the outcome you were hoping for?
Yes.
Review for Sheena Doherty
What were the circumstances that caused you to initially look for a financial adviser?
I was thinking about the future & retirement plans & how to make my money work best for me.
How has Sheena helped you?
Sheena Has guided me through all the processes & helped put things in Place for the future.
Have you seen the outcome you were hoping for?
Everything has run smoothly to date.
