73 reviews | 1 verified advisers

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Review for George Kapositas

February 2022

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

November 2021

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

August 2021

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

August 2021

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

July 2021

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.