167 reviews | 2 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for financial adviser, Steven Cattle

June 2020

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

to help with pension advice

How did Steven help you?

he talked through all regarding my pension

Have you seen the outcome you were hoping for?

very much so he has helped me with all parts of my pension and has also explained regarding future matters

What could they have done better?

I cannot think of anything that could have been done better Try as I might

Review from verified client for financial adviser, Stephen Sumner

May 2020

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

Investing advice

How did Stephen help you?

Recommendations advised

Have you seen the outcome you were hoping for?

Yes

Review from verified client for financial adviser, Steven Cattle

May 2020

How has Steven helped you since your last review?

Annual review mid January 2020. Talked through ongoing investments and tax free drawdown options. Also advice on measures to protect savings and house transfers to three children in the event of my demise.

Review from verified client for financial adviser, Steven Cattle

May 2020

How has Steven helped you since your last review?

Excellent service as usual particularly regarding current pandemic where I have felt reassured and confident.

Review from verified client for financial adviser, Steven Cattle

May 2020

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

An investment I had with my own bank matured however the bank no longer gave advice on investments. A good friend recommended Explore Wealth.

How did Steven help you?

He advised me on all aspects of my investments.

Have you seen the outcome you were hoping for?

Yes I have been very pleased with the outcome.

What could they have done better?

I can’t find any fault with Steven’s advice therefore I cannot suggest any improvements.