110 reviews | 2 verified advisers
Review for Tudor Stainsby
What could they have done better?
I have very little improvement to offer Tudor personally as his service has been exceptional. Perhaps outlining associated costs annually would be useful for my own clarity.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to align my accountancy and investments/ pension. My accountants, Wellers recommended The Penny Group.
How has Tudor helped you?
Tudor assessed my financial risk approach and recommended ISA savings as well as setting up a pension. He has managed my financial portfolio and I couldn’t be more satisfied with the whole experience.
Have you seen the outcome you were hoping for?
Yes, after a dip in return after the initial set up, and economy contexts, I’m very much seeing the outcome outlines at orbital meeting.
Review for Tudor Stainsby
What could they have done better?
I have received great service
What were the circumstances that caused you to initially look for a financial adviser?
To look at investment opportunities.
How has Tudor helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Tudor Stainsby
What were the circumstances that caused you to initially look for a financial adviser?
Retirement from Army
How has Tudor helped you?
Excellent advice, clarity
Have you seen the outcome you were hoping for?
Tes
Review for Kiran Sidhu
What were the circumstances that caused you to initially look for a financial adviser?
change of pension company, investing
How has Kiran helped you?
yearly reviews, pension consolidation, retirement planning
Have you seen the outcome you were hoping for?
been good so far
Review for Kiran Sidhu
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Was recommended
How has Kiran helped you?
She is so good at explaining it all to us and very professional
Have you seen the outcome you were hoping for?
Yes so far
