Top Rated Firm 2026
392 reviews | 3 verified advisers
Nothing
Transferring our pensions to SIP to enable us to purchase a commercial property and invest the remaining amount.
Catriona has helped me purchase a commercial premises, which provides a healthy ROI, invested the balance of my pension which has delivered this year (26% increase) and advised me in other matters such as inheritance tax and insurance.
Absolutely! Very pleased.
Nothing
we had had unsatisfactory experiences with financial advisers in the past and were looking for someone to help us plan our retirement income and investments
She has helped steer us through decisions we needed to make on our pensions and ISAs and also what we needed to bear in mind when thinking about implications such as inheritance tax
Yes our pensions and ISAs have performed well and the advice we received was very helpful
We were not receiving any support from our last adviser, and knew we both should be getting and needed it
She's monitoring our investments and helping us to plan more for our financial future
Yes - definitely
Having money to invest.
With advice
Yes
None to report as the Ginkgo team work effectively and efficiently
Recommendation from a friend
With pension drawdown, BED transfers from investments, wills, LPAs and strategic financial planning
All personal requirements have been addressed and put into place