Top Rated Firm 2024
640 reviews | 10 verified advisers
Review for Howard Pykett
What could they have done better?
Nothing really they are always available, reliable , trustworthy professional friendly and completely knowledgeable .
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Howard helped you?
In so many ways transfer of pension into private SIPP . Will help . Inheritance help
Have you seen the outcome you were hoping for?
Yes completely
Review for Howard Pykett
What could they have done better?
Am very happy with the service that I have received.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for a professional advice about my financial pension and pension investment. My late husband had been with Howard for years for the same service and introduced me to him.
How has Howard helped you?
By giving me the confidence to invest and his professional knowledge and helped me understand.
Have you seen the outcome you were hoping for?
n/a
Review for Phil Jones
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Dissatisfaction with previous advisers
How has Phil helped you?
Phil has given excellent advice and navigated us through our change in financial advisers. He was able to identify areas where we had received poor advice. Going forward our long term finances appears to be in good health under Phil's thorough and detailed advice.
Have you seen the outcome you were hoping for?
Yes
Review for Dale Regan
What were the circumstances that caused you to initially look for a financial adviser?
Pensoins
How has Dale helped you?
Dale very helpful on pensions
Have you seen the outcome you were hoping for?
Yes and happy with the outcome
Review for Chris Gray
What could they have done better?
nothing, all was very good
What were the circumstances that caused you to initially look for a financial adviser?
impending retirement
How has Chris helped you?
Reviewing retirement needs, looking into pension situation, recommending investment option
Have you seen the outcome you were hoping for?
Absolutley
