510 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
Can’t think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Having children and mortgage. Having shares and cash savings -> wanting advice re investments, and pensions. Also set up pensions for kids
How has Joe helped you?
Joe has helped our family by advising on investments and savings, setting up and managing pensions (including for our children), setting up critical illness cover and advising re tax.
Have you seen the outcome you were hoping for?
Yes, we’ve set up pensions for our kids, invested more in my pension and are setting up critical illness cover for me to complement other covers. We also have had an annual review of investments and savings, so can make our money work harder.
Review for Graeme Mackay
What could they have done better?
I can't think of anything. Graeme has always made us feed valued and he never seems to be in a hurry to get to his next appointment. He always gives us opportunities to ask questions.
What were the circumstances that caused you to initially look for a financial adviser?
I retired quite abruptly in January and had multiple pension policies that needed sorting out: although I have some financial knowledge, I was somewhat baffled by the wide range of options available.
How has Graeme helped you?
At our initial consultation at our home, Graeme listened as my wife and I described our circumstances and our future aims. He then explained a number of options available to us, taking into account our attitude to risk. After a second, more detailed, meeting, Graeme spent considerable time obtaining full details of my pensions from various pension companies. Then he very helpfully recommended a couple of options that would suit us regarding the consolidation of pensions. We agreed on the route that suits us best (a mixture of tax-free cash, annuity and drawdown) and signed a lot of paperwork.
Have you seen the outcome you were hoping for?
We have not yet seen any income from the annuity, but I have full confidence that everything is in place.
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?
Pensions and investment advice
How has Joe helped you?
Joe has taken time to work through my questions and was really flexible when I changed my requirements.
Have you seen the outcome you were hoping for?
Yes at this stage.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
I was buying a house with my partner and needed mortgage advisor
How has Paul helped you?
Paul was brilliant. He took the time to discuss our options, explain things to us clearly and he was always at the end of the phone. He is really friendly and easy to talk to, reassuring and quick to reply. We can’t thank you enough
Have you seen the outcome you were hoping for?
Yes we brought our first property, it was made to be such an easy process with Paul’s help
Review for Joe Parker
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Looking to optimise and review my portfolio.
How has Joe helped you?
Great advice on analysis, and readjustments while being open and transparent with clear details
Have you seen the outcome you were hoping for?
Yes
