133 reviews | 2 verified advisers
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Need for a personal pension.
How has Adrian helped you?
He has expertly guided me in which financial products I need as far as pension and insurance.
Have you seen the outcome you were hoping for?
Yes I have full security and peace of mind in my financial affairs now.
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
We were in need of advice around insurance and protection for life and critical illness cover
How has Adrian helped you?
Adrian worked closely with us to advise and talk us through the options. Ending up with a really good policy
Have you seen the outcome you were hoping for?
Yes all good
What could they have done better?
N/A
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Neeeding life cover for work purposes.
How has Adrian helped you?
Adrian clearly explained the options available and saught to give us different options which was great.
Have you seen the outcome you were hoping for?
Yes, the process was smooth and efficient throughout.
What could they have done better?
n/a
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement pension advice.
How has Adrian helped you?
By researching pension products and advising on the most suitable for my needs.
Have you seen the outcome you were hoping for?
Too early to say.
What could they have done better?
N/A
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Planning for my wife to finish full time work
How has Craig helped you?
Yes very much so
Have you seen the outcome you were hoping for?
Yes
