293 reviews | 2 verified advisers
Review for Craig Bonsor
What could they have done better?
Nothing at all
What were the circumstances that caused you to initially look for a financial adviser?
considering my retirement options
How has Craig helped you?
Provided sound advice and a plan to make my retiremnt a reality
Have you seen the outcome you were hoping for?
yes so far, spot on!
Review for Adrian Middup
What could they have done better?
Nothing I can think of..
What were the circumstances that caused you to initially look for a financial adviser?
It was financial advice for my inheritance.
How has Adrian helped you?
Adrian is knowledgeable in the particular markets I am invested in with his advice.
Have you seen the outcome you were hoping for?
My original investment has performed well and enabled me to take a salary to boost my income.
Review for Adrian Middup
What could they have done better?
Nothing so far.
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Adrian helped you?
Advice on pension options
Have you seen the outcome you were hoping for?
Yes, so far.
Review for Adrian Middup
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Long term family relationship
How has Adrian helped you?
Excellent advice and support throughout the who financial process of releasing capital from my pension portfolio.
Have you seen the outcome you were hoping for?
Absolutely
Review for Adrian Middup
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
