Top Rated Firm 2024
667 reviews | 10 verified advisers
Review for Alexander Munn
What could they have done better?
I do not believe Alex could have given better advice then he has.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to retire and wanted advice on investments and pension planning to enable me to achieve goals.
How has Alexander helped you?
Alex was able to advise me on if my goals were achievable and the best options available from an investments and pensions perspective.
Have you seen the outcome you were hoping for?
Initially owing to external world influences (i.e. COVID, Ukraine, etc.) the outcome was not achieved but recently I have seen this change and the investments are showing positive outcome.
Review for Gavin Smart
What could they have done better?
Some aspects of communication could have been improved.
What were the circumstances that caused you to initially look for a financial adviser?
The need for help after ill health necessitated early retirement.
How has Gavin helped you?
Sound financial advice over several years, increasing the value of our estate and giving helpful advice regarding inheritance.
Have you seen the outcome you were hoping for?
Yes
Review for Gavin Smart
What could they have done better?
Nothing I can think of at this moment
What were the circumstances that caused you to initially look for a financial adviser?
My knowledge of financial matters is very limited
How has Gavin helped you?
He has explained issues simply and clearly
Have you seen the outcome you were hoping for?
Yes, I think so
Review for Tom Olsak
What could they have done better?
Hand on heart nothing Tom is utterly amazing and the time he spends explaining things to me, and also ensuring that I understand what he is doing is brilliant.
What were the circumstances that caused you to initially look for a financial adviser?
I had around 6 pension's and as I was approaching the time in my life when you begin to take steps to check that all your planning and saving has been worthwhile.Unfortnatley for me 3 of my plans were not making any money,nor had they for many years, bearing in mind that they were running for around 40 years.I had been contacted by Forester and Boyd regarding my current job s pension plan and I arranged to go in and have a meeting to review my need's and I have never looked back.
How has Tom helped you?
Tom has been amazing,he analysed all my pensions and reviewed my state pension prediction.He transferred the poor performance pensions into a new pension scheme, that has definitely been a game changer for me.
Have you seen the outcome you were hoping for?
Absolutely 100 %,we have an annual meeting to discuss the year's investments and pension performance.He also monitor's my other pensions to ensure that they are still meeting my requirements.
Review for Howard Pykett
What were the circumstances that caused you to initially look for a financial adviser?
death of my husband left me with money to invest
How has Howard helped you?
enabled me to have a standard of living where I can do what I want and have little financial worries
Have you seen the outcome you were hoping for?
yes
