badge

Top Rated Firm 2021

272 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Steven Cattle

October 2021

What were the circumstances that caused you to look for a financial adviser?

Retirement

How did Steven help you?

Changer retirement Pension

Have you seen the outcome you were hoping for?

yes very good

What could they have done better?

not much

Review for Stephen Sumner

October 2021

What were the circumstances that caused you to look for a financial adviser?

I had some money from an inheritance that I thought could work better for me by being invested.

How did Stephen help you?

Stephen looked at my complete financial position and presented a management model which helped me decide how I should invest.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Through a very difficult time, Stephen kept me informed and helped to reduce financial concerns that the COVID pandemic caused.

Review for Stephen Sumner

October 2021

What were the circumstances that caused you to look for a financial adviser?

I was part of a company pension plan that Stephen managed. After I left the company I decided to stay with Stephen as my pension pot had performed well and I found Stephen's advice and guidance excellent.

How did Stephen help you?

With good advice and guidance and good financial performance.

Have you seen the outcome you were hoping for?

No, but through no fault of Stephen. He has done as well as possible in the last few years despite extremely difficult international financial markets.

What could they have done better?

Nothing much.

Review for Steven Cattle

October 2021

What were the circumstances that caused you to look for a financial adviser?

Retirement

How did Steven help you?

Steven took over from Steve Caan and shortly afterwards Dominic Shannon died. Steven was a great help in dealing with Dominic's estate and has helped me since effectively manage my money.

Have you seen the outcome you were hoping for?

My investments have maintained their value and in many instances increased

What could they have done better?

I'm just very impressed that my income has been secure throughout this turbulent year

Review for Stephen Sumner

October 2021

What were the circumstances that caused you to look for a financial adviser?

I've been a customer of Stephen for many years

How did Stephen help you?

Stephen is always at the end of the phone should I want advice any time, but we have an annual review where we talk about past performance and future plans, including family situations too.

Have you seen the outcome you were hoping for?

I've been extremely surprised this year, after Covid, at the performance of the funds that Stephen has recommended, throughout the year.

What could they have done better?

Personally, I can't think of anything, he always asks for suggestions and feedback at our annual reviews, and any I have given in the past has always been acted upon immediately. Being open and approachable allows for this to happen easily.