172 reviews | 2 verified advisers
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.
Review for Craig Bonsor
What could they have done better?
Can't thinkof anything.
What were the circumstances that caused you to initially look for a financial adviser?
Becoming aware that my occupational pension needed enhancing.
How has Craig helped you?
Over the years, Craig and his excellent team have provided this service for us, always with integrity and objectivity. Always happy to explain the options, he is meticulously careful to make sure his advice fits in with our requirements and risk tolerance.
Have you seen the outcome you were hoping for?
Very much so.
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Long term requirement for investing and pensions
How has Craig helped you?
Always available to assist with questions and changes to personal circumstances
Have you seen the outcome you were hoping for?
Yes
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Investment advice for a trust
How has Adrian helped you?
Investment options and implementation.
Have you seen the outcome you were hoping for?
Yes.
