175 reviews | 2 verified advisers
Review for Adrian Middup
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Looking for insurance and someone to manage my portfolio
How has Adrian helped you?
He has provided advice around d investment and maximising tax relief
Have you seen the outcome you were hoping for?
Yes
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
I felt I needed help as I approached retirement and was given Craigs name by a friend.
How has Craig helped you?
Craig has been very helpful to my husband and myself. He has advised us and helped us and we are very pleased with the advice that he has given us.
Have you seen the outcome you were hoping for?
Yes and it has worked out better than I expected with Craigs helpful advice.
Review for Craig Bonsor
What could they have done better?
I don't know. I have been very pleased with the advice already provided
What were the circumstances that caused you to initially look for a financial adviser?
I was advised of Craig about 10 years ago through a friend that was using his services. I wanted to know how to optimise my pension options as I was just under 10 years from retirement.
How has Craig helped you?
Craig highlighted to me ways that I could make the best use of investments into my pension scheme and advised the most suitable investment opportunities for me.
Have you seen the outcome you were hoping for?
Initial returns were better than I had expected. Subsequent discussions with Craig with respect to exposure to risk guided me to revising the investment portfolio which resulted in improved returns
Review for Craig Bonsor
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
My husband received a large payout from equity at work
How has Craig helped you?
Pensions and invy
Have you seen the outcome you were hoping for?
Yes, absolutely
Review for Adrian Middup
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
I have worked with Ade for a number of years now. I had a couple of pension pots and we agreed now was the right time to combine them.
How has Adrian helped you?
We have transferred both pots into the one, easier to manage account.
Have you seen the outcome you were hoping for?
It has only just happened so it is a little too early to comment but I can't see why it won't work based on previous dealings.
