Top Rated Firm 2024
486 reviews | 4 verified advisers
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Needing to set up a personal pension.
How has Joe helped you?
Joe has helped me to understand the way pensions work and help me find and set up a good pension.
Have you seen the outcome you were hoping for?
Advice has been extremely useful and everything has been set up with no fuss at all.
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Reassessment of savings plans and pension
How has Joe helped you?
Joe explained all the possible options available in a comprehensive manner and advised which would be most appropriate given my overarching objectives.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Paul could not do anything better. He was brilliant help.
What were the circumstances that caused you to initially look for a financial adviser?
We moved to our second home and Paul was a huge help. He is professional and a great person.
How has Paul helped you?
Moving to our second home.
Have you seen the outcome you were hoping for?
Yes, Paul was outstanding.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
I needed to remortgage
How has Paul helped you?
Paul provided me the best options and suggested which one suited best for me.
Have you seen the outcome you were hoping for?
Absolutely, Paul also helped us to improve the interest rate once the chosen lender had a better deal.
Review for Graeme Mackay
What could they have done better?
All has been ok
What were the circumstances that caused you to initially look for a financial adviser?
I needed help and advice on my savings and investments
How has Graeme helped you?
Over the years I have known Graeme he has given me excellent advice
Have you seen the outcome you were hoping for?
Yes definitely
