609 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?
My husband died leaving me monies in investments ISAs and pensions , that I couldn’t understand.
How has Joe helped you?
He explained everything in easy to understand language, and recommended putting it all in Aviva investment accounts.
Have you seen the outcome you were hoping for?
Yes I have
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?
Buying first house
How has Paul helped you?
Insurance, mortgage, advice
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Excellent all round
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for a new mortgage advisor and friends recommended Paul to us. We are grateful for the introduction and very satisfied with Paul
How has Paul helped you?
New fixed rate mortgage
Have you seen the outcome you were hoping for?
Yes we have now drawn down the new mortgage
Review for Graham Keepen
What could they have done better?
Just a little bit long in between transaction and not sure whats happening
What were the circumstances that caused you to initially look for a financial adviser?
Was made redundant and needed advice in pensions and investments
How has Graham helped you?
Investments, pension. Supported me as And explained options.
Have you seen the outcome you were hoping for?
Yes
Review for Graham Keepen
What could they have done better?
Nothing really, Graham has provided excellent advice and he, or his team, have always been available to answer any additional questions we might have had between consultations.
What were the circumstances that caused you to initially look for a financial adviser?
I was made redundant at the age of 63 and my wife and I wanted to speak to an advisor to see whether my consolidated pensions would enable me to retire early. Graham was recommended by a friend.
How has Graham helped you?
Graham provided the advice we required to consolidate our pensions and manage our investments allowing me to retire, as was my aim.
Have you seen the outcome you were hoping for?
Yes, most definitely, please see above.
