289 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Adrian Middup

July 2024

What could they have done better?

I am happy with the current arrangements.

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

I had an advisor with my bank, but found the advice limited. I particularly wanted to make best use of my redundancy financial package.

How has Adrian helped you?

Very approachable, clear in his explanations and recommendations, responsive to all my queries, and personable - easy to chat with!

Have you seen the outcome you were hoping for?

yes

Review for Craig Bonsor

June 2024

What could they have done better?

Nothing really comes to mind at present

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

I had a defined contributions pension and needed advice on how to manage this in light of my forthcoming retirement, along with a general review of our financial situation

How has Craig helped you?

Craig has undertaken a review of the pension along with a review of our other savings and has helped us with deciding what our next steps should be. He has also helped with our understanding of risk in a financial context.

Have you seen the outcome you were hoping for?

Yes, the pension transfer has gone through without a hitch and we are now in a position to start looking at the next steps for our other savings

Review for Adrian Middup

June 2024

What could they have done better?

Nothing, I’m happy

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

Initially I wanted advice on withdrawing 25% of my pension

How has Adrian helped you?

He made the withdrawal with pension company problem free

Have you seen the outcome you were hoping for?

Yes, having made a few further withdrawals growth has been pleasing

Review for Adrian Middup

April 2024

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

February 2024

What could they have done better?

n/a

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.