503 reviews | 4 verified advisers
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
We wished to discuss our current pension plans and whether we needed to consolidate them in any way. We also had a lump sum of cash which we wished to consider investing.
How has Joe helped you?
Joe looked at our finances, talked about our aims and goals, assessed our attitude to risk, assessed our current pensions and then advised us accordingly.
Have you seen the outcome you were hoping for?
Our goals are still a little way off but we have consolidated some pensions, diversified, and also invested some cash for hopefully future growth.
Review for Paul Steggle
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Remortgage and new mortgage for moving
How has Paul helped you?
Direct communication, and always on the other end of the phone. Constantly refreshing the rate to ensure I was getting best on market.
Have you seen the outcome you were hoping for?
Yes, mortgage agreed
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
I needed to have a total health check on my financial position.
How has Paul helped you?
He has helped by researching and finding the best new re-mortgage for my current position.
Have you seen the outcome you were hoping for?
I have initially changed from an interest only to a re-payment & will be discussing a possible further amendment to my current mortgage.
Review for Graeme Mackay
What could they have done better?
I'm very satisfied with the service Graeme provided.
What were the circumstances that caused you to initially look for a financial adviser?
The need to plan funding long term care for an elderly relative for whom I have power of attorney and to invest their money wisely.
How has Graeme helped you?
Graeme clearly explained the annuity to me and explained the positives and negatives. He obtained a quote about the likely cost and answered my questions. When I decided not to proceed with a long term care annuity he talked me through possible savings options and then researched products available and sent me the details to follow up. He went above and beyond in what he offered and was very generous with his time.
Have you seen the outcome you were hoping for?
Yes, I have clarity about how I'm going to proceed and I have a number of savings options to pursue.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
As a first time flat buyer seeking mortgage advise
How has Paul helped you?
Paul has helped me in gaining a mortgage for my first property purchase.
Have you seen the outcome you were hoping for?
Paul has helped me in identifying the most suitable and cost effect mortgage available to me.
