127 reviews | 8 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Gareth Higton

May 2021

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

May 2021

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

April 2021

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

April 2021

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

April 2021

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