574 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
All good.
What were the circumstances that caused you to initially look for a financial adviser?
A need to get a number of Company Pensions activated.
How has Joe helped you?
Assisted in activating Company Pensions, as per previous answer.
Have you seen the outcome you were hoping for?
Definitely.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
Friendly, professional, couldn't want to help and explain the small details thoroughly. Overall great knowledge and support, complete trust in his guidance.
How has Paul helped you?
Both of first mortgage and now remortgaging
Have you seen the outcome you were hoping for?
Absolutely.
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
I had many pension pots from different companies acrued over many years and some cash savings. I wanted to understand if I was in a postion to retire and pass on some money to my children qnd if so how this could best be achieved
How has Joe helped you?
Joe provided a financial and pension plan based on my personal goals and available funds. The pension plan was detailed and clearly illustrated, Joe explaned how the plan was derived and showed available options and alternatives.
Have you seen the outcome you were hoping for?
I have been very pleased with the advised Joe gave and the resulting outcome, exactly as I had asked for.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
First time buyer
How has Paul helped you?
As a first time buyer, he's been amazing at explaining all processes, fees etc.
Have you seen the outcome you were hoping for?
Yes.
Review for Paul Steggle
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking to re mortgage
How has Paul helped you?
He quickly found us a new mortgage deal. Giving us options to choose from with a detailed breakdown of each offer
Have you seen the outcome you were hoping for?
Yes
