262 reviews | 5 Verified advisers
Review from verified client for , Graham Keepen
What were the circumstances that caused you to look for a financial adviser?
Graham helped sort out my pension scheme post redundancy and my savings strategy
How did Graham help you?
Graham identified the best pension scheme available at the lowest cost and helped me move monies around into it. Graham has also helped with my general savings strategy and identified higher paying interest opportunities. Combined, these have helped me reclaim tax that I would have lost if not investing in a pension and provide a better income opportunity going forward. Having spoken to a restricted advisor previously, it became clear that even if they were the best finance person ever, they were restricted by the products they could offer. Graham is able to offer a much wider view of what is available bringing more options to the table
Have you seen the outcome you were hoping for?
I have seen a significant short term gain from the pension advice given by Graham and have a low risk savings plan in place to earn better than current high street interest rates in a 3 -6 year plan
What could they have done better?
Nothing. Graham has been available through Covid has been very fair on costs and provided service that is clear and understandable to people unfamiliar with financial products.
Review from verified client for , Paul Steggle
What were the circumstances that caused you to look for a financial adviser?
First time buyer needing advice on which mortgage suited us best
How did Paul help you?
Paul was extremely efficient in finding the best deals for us and explaining the differences between each product. He was easy to contact and responded quickly to any queries.
Have you seen the outcome you were hoping for?
Yes
Review from verified client for , Paul Steggle
What were the circumstances that caused you to look for a financial adviser?
First time buyer of a new build property using Help to Buy.
How did Paul help you?
Paul was an incredible asset in our first time buyer experience. He sourced the very best mortgage on offer to us during the COVID crisis and even with banks offering less he found us the perfect mortgage for our needs.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Sorry but I actually can't think of anything. His communication was consistent and informative, he was always friendly and able to answer any questions we had even if that meant him being on hold to the bank for an hour to get us the answer we need. He always gave his advice even if it went against what we wanted, to ensure we were fully informed.
Review from verified client for , Paul Steggle
What were the circumstances that caused you to look for a financial adviser?
Financial assistance to help pay for elderly parents' full time care
How did Paul help you?
Paul assisted in a rather stressful situation regarding my parents' financial care needs. He acted very professionally, calmly and efficiently in gaining a successful outcome.
Have you seen the outcome you were hoping for?
Yes. I will definitely use Paul's services again should the need arise.
What could they have done better?
I cannot think of anything
Review from verified client for , Paul Steggle
What were the circumstances that caused you to look for a financial adviser?
Needed a mortgage
How did Paul help you?
Arranged mortgage, also recommended and arranged life insurance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Paul was really superb - couldn’t fault him. Helpful, reassuring, professional and proactive throughout. Chased the life insurance policy for us time and again because of Covid delays. We recommend him wholeheartedly.
