893 reviews | 12 verified advisers
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice and guidance to make my investments and pensions make sense, and work for me
How has Joe helped you?
Joe has applied a good strategy to my investments, so that the path forward is now clear. Changes to my circumstances have been incorporated into the planning
Have you seen the outcome you were hoping for?
Results have exceeded my expectations - my investments are performing far better than they were without management, and are more coherent and robust
Review for Tom Saleh
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Tom initially provided our dad with financial planning advice for our late mums estate proceeds.
How has Tom helped you?
During this process dad became unable to live independently and made the decision to move into permanent residential care. Tom arranged an Immediate Needs Care Annuity to ensure his financial security.
Have you seen the outcome you were hoping for?
Yes, the Annuity is now successfully in place.
Review for Tom Olsak
What could they have done better?
Good Communication is always important
What were the circumstances that caused you to initially look for a financial adviser?
Planning for the future, pension and financial advice.
How has Tom helped you?
Advised on pension and investments
Have you seen the outcome you were hoping for?
Yes all good
Review for Phil Jones
What were the circumstances that caused you to initially look for a financial adviser?
Looking for long term investment
How has Phil helped you?
Set up a long term investment plan
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Need to keep investments on track for my future plans
How has Paul helped you?
He gives clear advice and mentoring
Have you seen the outcome you were hoping for?
Yes
