313 reviews | 2 verified advisers
Review for Adrian Middup
What could they have done better?
happy with our meeting,
What were the circumstances that caused you to initially look for a financial adviser?
always like to support a small independent company who treats a client as a person and not a number
How has Adrian helped you?
Adrian always go through my finances in detail and explains the best options for my pension fund Very pleased with his advice
Have you seen the outcome you were hoping for?
yes all good
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?
My husband was nearing retirement (and now has retired) when we first consulted Adrian, who came highly recommended.
How has Adrian helped you?
Adrian has explained everything to us in detail and answered all our questions. He is very good at what he does and offers excellent advice. He is a very nice and approachable chap!
Have you seen the outcome you were hoping for?
It is too early to answer this question with any real degree of certainty but we are hopeful that we will - and that I will be able to retire early!
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Craig helped you?
Retirement fund and pension
Have you seen the outcome you were hoping for?
Yes
Review for Craig Bonsor
What could they have done better?
I don't think there is, very happy with the solution and advice given.
What were the circumstances that caused you to initially look for a financial adviser?
Following the loss of my wife I was looking for an investment strategy for the settlement of the estate, and also if streamlining of work pensions
How has Craig helped you?
The advisor carried out an appraisal of current situation and aptitude for risk and developed a portfolio of opportunities for investment.
Have you seen the outcome you were hoping for?
Yes, I was given an option of several opportunities which were suited to my circumstances.
Review for Craig Bonsor
What could they have done better?
This would be hard to say without knowing the ins and outs of this business,obviously better returns would be nice, but it is reliant on the markets and what they do.
What were the circumstances that caused you to initially look for a financial adviser?
I had an advisor prior to Craig who I would not like to mention,someone who I knew worked for him and I haven't looked back since.
How has Craig helped you?
Every way I have required.
Have you seen the outcome you were hoping for?
More than than what I expected.
Review for Adrian Middup
What could they have done better?
happy with our meeting,
What were the circumstances that caused you to initially look for a financial adviser?
always like to support a small independent company who treats a client as a person and not a number
How has Adrian helped you?
Adrian always go through my finances in detail and explains the best options for my pension fund Very pleased with his advice
Have you seen the outcome you were hoping for?
yes all good
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?
My husband was nearing retirement (and now has retired) when we first consulted Adrian, who came highly recommended.
How has Adrian helped you?
Adrian has explained everything to us in detail and answered all our questions. He is very good at what he does and offers excellent advice. He is a very nice and approachable chap!
Have you seen the outcome you were hoping for?
It is too early to answer this question with any real degree of certainty but we are hopeful that we will - and that I will be able to retire early!
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Craig helped you?
Retirement fund and pension
Have you seen the outcome you were hoping for?
Yes
Review for Craig Bonsor
What could they have done better?
I don't think there is, very happy with the solution and advice given.
What were the circumstances that caused you to initially look for a financial adviser?
Following the loss of my wife I was looking for an investment strategy for the settlement of the estate, and also if streamlining of work pensions
How has Craig helped you?
The advisor carried out an appraisal of current situation and aptitude for risk and developed a portfolio of opportunities for investment.
Have you seen the outcome you were hoping for?
Yes, I was given an option of several opportunities which were suited to my circumstances.
Review for Craig Bonsor
What could they have done better?
This would be hard to say without knowing the ins and outs of this business,obviously better returns would be nice, but it is reliant on the markets and what they do.
What were the circumstances that caused you to initially look for a financial adviser?
I had an advisor prior to Craig who I would not like to mention,someone who I knew worked for him and I haven't looked back since.
How has Craig helped you?
Every way I have required.
Have you seen the outcome you were hoping for?
More than than what I expected.
Review for Adrian Middup
What could they have done better?
happy with our meeting,
What were the circumstances that caused you to initially look for a financial adviser?
always like to support a small independent company who treats a client as a person and not a number
How has Adrian helped you?
Adrian always go through my finances in detail and explains the best options for my pension fund Very pleased with his advice
Have you seen the outcome you were hoping for?
yes all good
