173 reviews | 1 verified advisers
Review for Craig Bonsor
What could they have done better?
I was pleased with the advice and activity that was conducted.
What were the circumstances that caused you to initially look for a financial adviser?
Regular annual review of personal pension plan.
How has Craig helped you?
Craig was able to provide me with a summary of how my pension plan had performed over the last 12 months and what the current market was trending at. Craig also helped me to consolidate pensions from a previous employers pension pot into my personal pension plan.
Have you seen the outcome you were hoping for?
Good advice and update received. A swift transfer of an old employer's pension pot into my personal pension plan with minimal written documents to approve. It was all taken of.
Review for Craig Bonsor
What could they have done better?
There is nothing more he could do than he has already completed!
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of different pension provider from previous employer’s and wanted to combine them into more manageable pension pots.
How has Craig helped you?
He has provided excellent support and guidance and always been very professional and diligent in the work completed for me. I have found Craig to be quick to respond to any questions I have.
Have you seen the outcome you were hoping for?
Yes - I am very pleased with the guidance and pension performance that he has provided.
Review for Craig Bonsor
What could they have done better?
I don’t know
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Craig helped you?
Placedfubds
Have you seen the outcome you were hoping for?
On the way
Review for Craig Bonsor
What could they have done better?
Nothing - his service is first class !
What were the circumstances that caused you to initially look for a financial adviser?
My existing adviser moved on so I needed a replacement - Craig came highly recommended !
How has Craig helped you?
He has helped me to understand how my pension pot works in a manner that I can understand. The quality of his advice has been second to none.
Have you seen the outcome you were hoping for?
Craig showed me the various options that were available to me and the returns that I would likely get for my investment. In addition, he showed me the potential gains i could get by moving my investment to a different plan, whilst always pointing out that there are risks, but ultimately my outcome thus far has been far better than I was hoping for.
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?
Pre Retirement Investment
How has Craig helped you?
Advised and sorted out investment
Have you seen the outcome you were hoping for?
Yes, so far
