127 reviews | 8 Verified advisers
Review from verified client for , Gareth Higton
What were the circumstances that caused you to look for a financial adviser?
Need for setting up private pension.
How did Gareth help you?
Provided a life audit, considered options, examined what would suit my circumstances best and set the fund up.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing more than he did.
Review from verified client for , Carl Gidman
What were the circumstances that caused you to look for a financial adviser?
I wanted a mortgage
How did Carl help you?
Carl provided a great service I was 42 and always assumed I was a tad old to get one,Carl’s help was much appreciated
Have you seen the outcome you were hoping for?
Absolutely,he got me a great mortgage deal when my 5 year fix term was up
What could they have done better?
Nothing comes to mind ,I also used Carl’s company for setting up a pension and I will be using them again shortly to set up a will Their all friendly ,helpful& trustworthy
Review from verified client for , Gareth Higton
What were the circumstances that caused you to look for a financial adviser?
Started trading via my new limited company, had 7 different pension schemes so wanted to assess best way forward.
How did Gareth help you?
Went through all aspects of my finances and pension considerations.
Have you seen the outcome you were hoping for?
Yes - pensions consolidated and ongoing advice secured.
What could they have done better?
Sometimes got lost in the explanations and struggled to keep up but got there eventually.
Review from verified client for , Carl Gidman
What were the circumstances that caused you to look for a financial adviser?
Buying a house
How did Carl help you?
He prepared and advised me every step, made things much easier for me also good at communicating…
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing
Review from verified client for , Carl Gidman
What were the circumstances that caused you to look for a financial adviser?
New mortgage needed
How did Carl help you?
Found a great deal for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
