531 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Multiple pension pots from change of employment
How has Joe helped you?
Simplified everything by amalgamating certain pensions and making things clearer
Have you seen the outcome you were hoping for?
Yes
Review for Graham Keepen
What could they have done better?
Nothing. Graham's pleasant and friendly manner instilled confidence and his back-up team performed the necessary processes faultlessly.
What were the circumstances that caused you to initially look for a financial adviser?
needed help with deciding on best retirement income options and management of retirement funds/ portfolio
How has Graham helped you?
Graham assessed our needs very thoroughly and provided both help, evaluation and execution of our mutually agreed retirement fund investments.
Have you seen the outcome you were hoping for?
Most certainly.
Review for Joe Parker
What could they have done better?
Nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement and following receiving monies to invest from inheritance . Helping to plan how to use money wisely
How has Joe helped you?
Joe has been amazing at helping us think of and plan wisely for the future. This included honest conversations about the life we wanted and could afford and how best to make our money work for our individual choices and needs. Being able to speak freely and get advice on options open to us was really helpful.
Have you seen the outcome you were hoping for?
Absolutely. We have invested according to our risk appetite with great results. We have confidence in our future financial situation .
Review for Paul Steggle
What could they have done better?
Nothing .. I am very satisfied with the service I got from Paul
What were the circumstances that caused you to initially look for a financial adviser?
Time to renew my mortgage! I got my first mortgage deal with Paul when I bought my flat and I did not have to think twice when it was time to renew.
How has Paul helped you?
I would totally trust Paul to get me a range of options, to explain the chart he would share with me and to patiently answer all my questions. By the end of it all, I am confident I got the best deal. Paul was prompt with responding to all my emails and that reassured me I was in good hands. I will continue to refer Paul to my friends. Paul provides the best support and advice someone can get for making the right decision with their mortgage.
Have you seen the outcome you were hoping for?
I know I made the right decision based on Paul's search and advice.
Review for Paul Steggle
What could they have done better?
The entire process was excellent
What were the circumstances that caused you to initially look for a financial adviser?
My partner and i were looking to purchase our first home together. I had previously had another property.
How has Paul helped you?
Paul was incredibly helpful throughout the entire process. He not only found the best mortgage deal that fit our specific financial situation but took the time to explain all the terms in a clear and understandably way.
Have you seen the outcome you were hoping for?
Yes absolutely. Thank you to Paul
