100 reviews | 7 Verified advisers
Review from verified client for , David Jones
What were the circumstances that caused you to look for a financial adviser?
Following an annual review of my existing pension I was a bit concerned with my financial retirement fund.
How did David help you?
David reviewed my existing pension fund and now we have a ten year plan in place to a happy retirement. Existing savings were also reviewed and these have been put to work to earn a better return.
Have you seen the outcome you were hoping for?
Forecast is promising but we are just getting started
What could they have done better?
David explained the whole process with clear information and plenty of time for me to make a decision without any pressure.
Review from verified client for , Bill Ward
What were the circumstances that caused you to look for a financial adviser?
I took early retirement and had several pensions with different companies, plus savings and an outstanding mortgage that I required advice on.
How did Bill help you?
Bill provided great advice and helped to merge all my pensions in to one. Also provided advice on our outstanding mortgage and savings. Bill explained all the options very clearly and professionally.
Have you seen the outcome you were hoping for?
Yes, the outcome has been better than we imagined and has given us great peace of mind going into our retirement. We can relax without any financial worries.
What could they have done better?
I can’t see how anything could be improved on. A very professional company.
Review from verified client for , Bill Ward
What were the circumstances that caused you to look for a financial adviser?
I was the process of retirement from work.
How did Bill help you?
Bill advised me regarding my pension plan
Have you seen the outcome you were hoping for?
Yes, I am satisfied with the outcome
What could they have done better?
The service was first class considering we were in the midst of a pandemic.
Review from verified client for , Bill Ward
What were the circumstances that caused you to look for a financial adviser?
Pension advice needed
How did Bill help you?
Bill helped me transfer my pension and has grown it very well since it has been under his management
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client for , Bill Ward
What were the circumstances that caused you to look for a financial adviser?
Initially a mortgage, then employment protection, investments, private pensions, inheritance planning.
How did Bill help you?
He took time to understand me and my family’s needs. He took a long term view as well as a short term view of our needs. He is extremely knowledgable and intelligent and that combined with a friendly and supportive personality make Bill and Parkgate easily recommendable. I’ve recommended Bill on many occasions over the last 25 years.
Have you seen the outcome you were hoping for?
Yes I think so. Bill has always provided a realistic and considered view of the market, government policy and considered my attitude to risk.
What could they have done better?
Can’t think of anything.
