75 reviews | 1 verified advisers
Review for George Kapositas
What could they have done better?
Based on our experience we have no complaints.
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I were reaching the age where we wanted to review our pensions and felt we needed some professional advice. George at Professional Capital came highly recommended by a work colleague, and we couldn't be more thrilled with the advice received. We had only a basic understanding of pensions, and our goal was to explore retirement options based on our combined pensions.
How has George helped you?
From the very beginning, George was patient and incredibly informative. He took the time to explain the intricacies of pension plans in a way that was easy for us to grasp. What truly stood out was his dedication to understanding our unique circumstances, including our future plans and bucket lists. This personalized approach made us feel valued and confident in his guidance.
Have you seen the outcome you were hoping for?
George not only clarified our current pension benefits but also presented a range of retirement options, including various retirement age possibilities. His expertise, knowledge, and professionalism immediately put us at ease. We found the entire experience enlightening, relaxing, and ultimately very rewarding. Thanks to George's advice, we discovered that we could retire three years earlier than initially expected.
Review for George Kapositas
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 !
What were the circumstances that caused you to initially 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
Review for George Kapositas
What could they have done better?
Nothing
What were the circumstances that caused you to initially 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
Review for George Kapositas
What were the circumstances that caused you to initially 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 initially 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
