304 reviews | 5 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Victoria Redhead

January 2021

What were the circumstances that caused you to look for a financial adviser?

Money to invest.

How did Victoria help you?

Advised and acted on our decisions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far nothing. She has done everything we asked of her in a very professional way

Review from verified client for , Victoria Redhead

January 2021

What were the circumstances that caused you to look for a financial adviser?

my age and whether pension was wisely invested

How did Victoria help you?

She examined my (then ) current investment plan and made constructive suggestions

Have you seen the outcome you were hoping for?

Yes . investments have outperformed the market

Review from verified client for , Victoria Redhead

January 2021

What were the circumstances that caused you to look for a financial adviser?

I was coming up to retirement.

How did Victoria help you?

Victoria helped me by combining all my pensions into a portfolio.

Have you seen the outcome you were hoping for?

The outcome I am looking for is likely but I haven't had a yearly review yet.

What could they have done better?

Victoria has done a good job in these difficult times I can't see how Victoria could have done any better

Review from verified client for , Graeme Mackay

January 2021

What were the circumstances that caused you to look for a financial adviser?

We had sold a house as my Mother died and left us a better one. We wanted to invest the money to provide income for the future.

How did Graeme help you?

Graeme sought out very good investments with low to medium risk that would gain money over the long term.

Have you seen the outcome you were hoping for?

Very much so. He's made us amounts we would never have been able to obtain alone.

What could they have done better?

Nothing, he's our hero!

Review from verified client for , Graeme Mackay

January 2021

What were the circumstances that caused you to look for a financial adviser?

Mainly pension planning but also savings and small-scale investments.

How did Graeme help you?

Selected and manages pension, ISAs and other savings and investments at an appropriate level of (very little) risk.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I'm happy with the service.