553 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
The reason I initially looked for a financial adviser was because we had recently moved house and needed to review and update our insurance and protection. At the same time, I also wanted to take a proper look at my pension arrangements to make sure everything was on track and working as it should for the future.
How has Joe helped you?
Joe has helped me greatly throughout our working relationship, and I am confident he will continue to do a great job supporting me moving forward. When we first started thinking about moving house, he talked me through a clear and detailed plan for how we could achieve what we wanted, and introduced me to an excellent mortgage adviser along the way. On the insurance side, Joe reviewed our existing life insurance policy and carried out thorough research to find the most suitable options for us. He also took the time to look into my pensions and investment accounts, explaining everything clearly and making sure it all aligned with my longer-term goals. Thank you very much, Joe, for all your help. I really appreciate it and look forward to continuing to work with you in the future.
Have you seen the outcome you were hoping for?
100%
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
To best look after my income and pensions and start thinking about plans for retirement
How has Joe helped you?
Has given me great advice and has built trust through solid recommendations
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Nothing - everything was very professional.
What were the circumstances that caused you to initially look for a financial adviser?
I had been thinking of taking out Equity release to help me financially and thought I should seek expert advice.
How has Paul helped you?
Paul gave me expert advice and put my mind at rest. I found him extremely professional and a genuinely helpful, caring advisor.
Have you seen the outcome you were hoping for?
Yes I have and I am very happy with my experience.
Review for Graeme Mackay
What could they have done better?
Can't think of anything Graeme could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I came into a significant inheritance.
How has Graeme helped you?
11 years ago Graeme helped me consolidate my pensions into one pot. This year, Graeme has helped me to invest an inheritance in a way that best suits my needs and expectations.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Retirement pension advice
How has Joe helped you?
Giving me advice.
Have you seen the outcome you were hoping for?
Markets fluctuate but on the whole yes.
