563 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?
Divorce
How has Joe helped you?
Friendly and empathetic, explaining and advising very clearly with attention to detail as well as giving overview performance and projections.
Have you seen the outcome you were hoping for?
Yes, have a clearer long term plan and pension invested.
Review for Graeme Mackay
What could they have done better?
Nothing. Great advice and a really nice person as well
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice about my pension and luckily found Graeme.
How has Graeme helped you?
Graeme looked at my pension and thought he could do a little better and he certainly has. I could not be happier
Have you seen the outcome you were hoping for?
Absolutely and more
Review for Graham Keepen
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needing support with pensions and investments
How has Graham helped you?
Graham is professional calm, takes time to explain all options and listern
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
I had recently returned from living in the US and was renting a property in Sevenoaks whilst looking to purchase and required mortgage advice due to my unfamiliarity with the current UK mortgage scene.
How has Paul helped you?
Paul took the time to understand my financial situation and based upon this provided valuable advice and recommendations regarding mortgage type and potential mortgage providers as well as the documentation required to secure a mortgage. When I had an offer on a property accepted he then provided mortgage recommendations and swiftly obtained an agreement in principle so that the sale could proceed.
Have you seen the outcome you were hoping for?
The outcome was perfect, mortgage came through with no hiccups and I am now safely ensconced in my new home.
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
To manage some private pension funds
How has Joe helped you?
Helped me understand how they function and offered advice on increasing their yield.
Have you seen the outcome you were hoping for?
Yes
