172 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Adrian Middup

May 2022

What were the circumstances that caused you to look for a financial adviser?

I was looking for a private pension as I'm self-employed and in my mid-twenties looking to get a head start!

How has Adrian helped you?

Adrian helped me find the best pension for my budget, evaluating risk levels and advising accordingly.

Have you seen the outcome you were hoping for?

Certainly, I'm still routinely paying into my pension.

What could they have done better?

Adrian gave me extremely high-quality service and surpassed all expectations.

Review for Adrian Middup

April 2022

What were the circumstances that caused you to look for a financial adviser?

I retired and need some sound financial advice

How has Adrian helped you?

Adrian pointed out all the pros and cons regarding my pension pot and set me up with a reputiable provider, he has also answered any questions I have asked him through out the year If i have had any concerns

Have you seen the outcome you were hoping for?

I have achieved the outcome I wished for and I am very satisfied

What could they have done better?

Nothing really everything was most satisfactory

Review for Craig Bonsor

April 2022

What were the circumstances that caused you to look for a financial adviser?

I received a windfall and wanted to know the best place to invest it.

How has Craig helped you?

After reviewing my financial situation, Craig recommended that investing in my pension was the best course of action (and that I needed a new pension provider). He arranged for the transfer and, although there were a lot of documents to fill in, it all went very smoothly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Craig came across as articulate, intelligent and honest – all good traits in a financial advisor. I gave a three-star rating for value for money only because I am yet to see any financial gain. I understand this is a long-term investment and I am confident that in time this rating will rise to a five.

Review for Craig Bonsor

April 2022

What were the circumstances that caused you to look for a financial adviser?

Looking to get sound investment advice on pension and savings. Planning for long term goals.

How has Craig helped you?

Craig is very knowledgeable and professional and has to date helped me to achieve my long term goals. He never applies any pressure but does help clearly identify the benefits involved.

Have you seen the outcome you were hoping for?

Yes my investment strategy is making good progress.

What could they have done better?

Nothing.

Review for Paul Grice

March 2022

What were the circumstances that caused you to look for a financial adviser?

Pension planning and management

How has Paul helped you?

Paul has been working with me for several years now and I am delighted with the service he provides. He is knowledgeable, helpful and honest and always available if I have queries or concerns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A