69 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Tudor Stainsby

January 2025

What were the circumstances that caused you to initially look for a financial adviser?

Tudor Stainsby was introduced to us by our previous advisor Mr. Jeremy Taylor who has retired.

How has Tudor helped you?

He has continued to offer advice in the same way as his predecessor.

Have you seen the outcome you were hoping for?

Yes

Review for Kiran Sidhu

January 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Changing Pension Provider

How has Kiran helped you?

From the beginning to the end of the process

Have you seen the outcome you were hoping for?

Not yet, but hopefully in the future

Review for Kiran Sidhu

December 2024

What could they have done better?

it is fine as it is.

What were the circumstances that caused you to initially look for a financial adviser?

Advice re my pension as I am now retired.

How has Kiran helped you?

Given me advice about my pension that I don't know and answered other questions relating to other financial help.

Have you seen the outcome you were hoping for?

Yes

Review for Kiran Sidhu

December 2024

What could they have done better?

I have nothing to add.

What were the circumstances that caused you to initially look for a financial adviser?

Portfolio needed attention. There had been no planning or advice for a number of years.

How has Kiran helped you?

My pension is now managed and I have a full understanding of the position.

Have you seen the outcome you were hoping for?

Yes I have.

Review for Tudor Stainsby

December 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Change of career

How has Tudor helped you?

Clear logical advice

Have you seen the outcome you were hoping for?

Yes excellent outcome