73 reviews | 1 verified advisers
Review for George Kapositas
What were the circumstances that caused you to look for a financial adviser?
Having a multitude of Company Pensions Plans and assets and not understanding how these translate to retirement goals and how to maximise them
How has George helped you?
George has helped me to understand my position and how to maximise my current Pension and other capital provisions to allow me to `pre-retire' at an earlier age than I thought possible. His insight has been a godsend as, whilst I have been aware that contributing to my retirement is important, as a very busy professional with multiple pension `pots' I simply did not understand what I had, how to maximise it and how soon (and safely) I could step off or relax my current work work balance
Have you seen the outcome you were hoping for?
George has helped me to understand my appetite to risk and to recommend investment and retirement consolidation strategies that allow me to set `goals' for my future. He has also provided advice to ensure that I achieve this in the most tax efficient way which, as a higher rate tax payer, is much appreciated and also no more than I am entitled to
What could they have done better?
George is truly passionate and knowledgeable about what he does...I love that.... but don't share it ! He is quick, informed and intelligent - just remember some of us have to keep up !
Review for George Kapositas
What were the circumstances that caused you to look for a financial adviser?
To sort out my pensions and put them into one pot that has grown by 6 percent even though the financial crisis.
How has George helped you?
I can now look forward to my retirement with no worries about my finances
Have you seen the outcome you were hoping for?
Yes m
What could they have done better?
Nothing
Review for George Kapositas
What were the circumstances that caused you to look for a financial adviser?
Retirement planning
How has George helped you?
Moved pension
Have you seen the outcome you were hoping for?
yes
Review for George Kapositas
What were the circumstances that caused you to look for a financial adviser?
Invest for retirement
How has George helped you?
Set up investment account
Have you seen the outcome you were hoping for?
Yes
Review for George Kapositas
What were the circumstances that caused you to look for a financial adviser?
Main reason was to transfer an old company pension
How has George helped you?
Very helpful explaining how it all works and what I would and wouldn't benefit from
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't really say as It's my first experience in this field. But I'm pleased so far.
