602 reviews | 4 verified advisers
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?
I started up a private pension through my company
How has Graham helped you?
We have annual meetings to discuss all aspects of our pension and he always gives the best advise.
Have you seen the outcome you were hoping for?
Yes
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?
I needed someone who could trace my various pensions and draw them all together.
How has Joe helped you?
Joe was totally supportive and kept me informed of every step of the process. He has drawn all of my pension pots together and found an investment platform that provides a regular annuity pension payout.
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Joe Parker
What could they have done better?
Nothing. All excellent.
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate my pensions
How has Joe helped you?
He helped me to understand my finances and pensions, which I have been ignoring for years. He gave me options and advice clearly and patiently. He was supportive and understanding.
Have you seen the outcome you were hoping for?
My outcomes have exceeded my expectations. I now understand, and feel more confident with regards to my finances, and future financial planning.
Review for Graham Keepen
What could they have done better?
On this occasion I can’t think of anything that they could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of Graham Keepen for many years. He has continued to give support and advice regarding the workplace pension scheme that I have been part of.
How has Graham helped you?
Graham has looked after my pension for many years and currently working on finding me the best annuity option for me
Have you seen the outcome you were hoping for?
From figures presented to me I was very pleased with the proposal given
Review for Paul Steggle
What could they have done better?
I don't believe there was anything Paul could have improved on. He was very responsive, efficient, and quick throughout the process.
What were the circumstances that caused you to initially look for a financial adviser?
I have very little knowledge in this area.
How has Paul helped you?
Paul explains complex mortgage advice in a clear, straightforward way, making it easy to understand what the best options are and why they're the best fit for your circumstances.
Have you seen the outcome you were hoping for?
Paul secured the best deal possible for us in the current market.
