187 reviews | 2 verified advisers
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
We needed pension investments
How has Adrian helped you?
Given us excellent advice
Have you seen the outcome you were hoping for?
Yes. Investments have performed very well
Review for Adrian Middup
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?
I had various pensions that were underperforming
How has Adrian helped you?
He sorted the various pensions by amalgamating some into one new pension and arranged savings into an ISA
Have you seen the outcome you were hoping for?
The outcome exceeded my expectations and has enabled me to take early retirement.
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
I had money in bank accounts doing nothing, and wanted advice on how to make the money work efficiently.
How has Adrian helped you?
Adrian helped search for good investment opportunities matching my attitude to risk, and helped optimise for factors like tax efficiency.
Have you seen the outcome you were hoping for?
Yes, I've been glad to have the money invested, and already seen exciting growth.
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?
Inherited money not sure how best to invest and also starting to think about retiring and needing frank advice
How has Craig helped you?
Explaining how we stand with regards to retiring and helping us to invest and sort out our pensions
Have you seen the outcome you were hoping for?
So far after roughly 2 months things are looking better
Review for Adrian Middup
What could they have done better?
Just keep the good work
What were the circumstances that caused you to initially look for a financial adviser?
Took over from Craig Bonsor
How has Adrian helped you?
Pension information an invesment ISA's
Have you seen the outcome you were hoping for?
In most cases, outcomes have performed a lot better than expected
