403 reviews | 9 verified advisers
Review for Simon Harding
What could they have done better?
I don't know.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement is on the horizon and I wanted to see what my options are
How has Simon helped you?
Provided an overview of my pension status
Have you seen the outcome you were hoping for?
We're still in process
Review for Simon Harding
What could they have done better?
We are very happy with the recommendation made and are completely satisfied. I do not know what could be done to make things any better.
What were the circumstances that caused you to initially look for a financial adviser?
To bring all of my pensions contributions under one roof. Personal recommendation.
How has Simon helped you?
Simon was able to understand our requirements and make recommenations that aligned with our risk profile.
Have you seen the outcome you were hoping for?
Both my Wife and I have been very satisfied with our growth over the last couple of years.
Review for Cameron Truscott
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Frozen pensions
How has Cameron helped you?
continued giving advice
Have you seen the outcome you were hoping for?
Yes - my investments have increased as well as providing an annuity
Review for Neil Bolton
What could they have done better?
I personally think they could’ve do better
What were the circumstances that caused you to initially look for a financial adviser?
In today’s world everyone needs help and advice, Neil is always there for us.
How has Neil helped you?
He is always a call away .
Have you seen the outcome you were hoping for?
Yes
Review for Samantha Potter
What were the circumstances that caused you to initially look for a financial adviser?
Some time ago I need advice on how to deal with an inheritance I received.
How has Samantha helped you?
Samantha has been very helpful advising me on dealing with inheritance tax.
Have you seen the outcome you were hoping for?
Yes
