308 reviews | 2 verified advisers
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 partner passing away. I needed advice on the money I inherited.
How has Adrian helped you?
Peace of mind. Knowing that my financial needs for the future are in place.
Have you seen the outcome you were hoping for?
Yes so far. My investments have exceeded my expectations
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Trust investments
How has Adrian helped you?
Investment advice and implementation
Have you seen the outcome you were hoping for?
Yes
Review for Adrian Middup
What could they have done better?
Nothing that I am aware of
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and the best way to manage my pension
How has Adrian helped you?
Provided sound advice, explained the pros and cons of the different options I had to choose from, keeps me updated on progress and arranges for changes in the arrangements as and when necessary.
Have you seen the outcome you were hoping for?
Yes
Review for Craig Bonsor
What could they have done better?
Communication with the pension platform has been slow at times.
What were the circumstances that caused you to initially look for a financial adviser?
I needed an IFA to help me with my pension
How has Craig helped you?
He has identified a good platform for my pension to be on, and advised me regarding my pension options.
Have you seen the outcome you were hoping for?
Yes
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Large amount in savings from a home sale.
How has Craig helped you?
Plan how much money to divert from paycheck to retirement; plan how much of current savings to put into investment products vs setting aside to pay down current mortgage; and decide what to spend on life and critical illness insurance.
Have you seen the outcome you were hoping for?
Too early to tell, but happy with products currently.
