551 reviews | 4 verified advisers
Review for Paul Steggle
What could they have done better?
Nothing - everything was very professional.
What were the circumstances that caused you to initially look for a financial adviser?
I had been thinking of taking out Equity release to help me financially and thought I should seek expert advice.
How has Paul helped you?
Paul gave me expert advice and put my mind at rest. I found him extremely professional and a genuinely helpful, caring advisor.
Have you seen the outcome you were hoping for?
Yes I have and I am very happy with my experience.
Review for Graeme Mackay
What could they have done better?
Can't think of anything Graeme could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I came into a significant inheritance.
How has Graeme helped you?
11 years ago Graeme helped me consolidate my pensions into one pot. This year, Graeme has helped me to invest an inheritance in a way that best suits my needs and expectations.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Retirement pension advice
How has Joe helped you?
Giving me advice.
Have you seen the outcome you were hoping for?
Markets fluctuate but on the whole yes.
Review for Joe Parker
What could they have done better?
I am happy with all aspects of the advice
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Joe helped you?
He has assisted throughout the selection process of where to place my pension for investments and oversight of the investments
Have you seen the outcome you were hoping for?
Yes very happy
Review for Joe Parker
What could they have done better?
Nothing Joe could have done better. He was amazing. We highly recommend Joe to anyone looking for a trustworthy and supportive financial advisor.
What were the circumstances that caused you to initially look for a financial adviser?
My Dad needed retirement and pension advice beyond my expertise. I had a fantastic experience working with Joe.
How has Joe helped you?
Joe was incredibly responsive, always quick to answer questions and provide updates. His ability to explain complex pension options with real clarity made the whole process feel much less overwhelming. What we appreciated most was his patience - he took the time to walk us through every step, never rushed us and made sure we fully understood each decision before moving forward.
Have you seen the outcome you were hoping for?
Thanks to Joe’s guidance, we now feel confident and secure about long-term financial plans.
