144 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for Carl Gidman

October 2021

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

We were moving address and we wanted advice and information regarding mortgages

How did Carl help you?

He helped us find the best mortgage to meet our needs and with a good interest rate.

Have you seen the outcome you were hoping for?

Yes. Carl has been really helpful, he took a lot of the stress out of moving and applying for a mortgage. We feel confident that he worked hard to get us the best deal possible. Would highly recommend him to anyone!

What could they have done better?

Nothing - Carl provided an excellent service from start to finish.

Review for Carl Gidman

October 2021

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

investments

How did Carl help you?

gave us many options and sound advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nil

Review for Carl Gidman

October 2021

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

Moving house so we needed mortgage advice and protection. Carl also arranged our life cover.

How did Carl help you?

Carl has helped with various house moves and life cover. He is great at listening and finding the right product for us.

Have you seen the outcome you were hoping for?

Yes we have always appreciated Carl's honest advice and help.

What could they have done better?

We have always been happy with the service we have received

Review for Carl Gidman

October 2021

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

I needed a mortgage on a new home originally.

How did Carl help you?

Carl made the process clear and explained the options and took care of all the paperwork (and has done ever since on each mortgage I've needed).

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Carl makes the whole process a breeze.

Review for David Jones

August 2021

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

Initially so that we could get all our investments into one portfolio. And in order to get better outcomes, to have investment isas which would be professionally managed.

How did David help you?

Advised on different options to get the best outcomes for our savings, and to enable us to help our children and grandchildren.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing