294 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Craig Bonsor

October 2024

What were the circumstances that caused you to initially look for a financial adviser?

Looking for general advice on savings, investments and pension management.

How has Craig helped you?

Craig has given considered advice, taking my personal circumstances and preferences into account.

Have you seen the outcome you were hoping for?

Yes, I feel as though I am helped to make good use of my funds.

Review for Craig Bonsor

September 2024

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

September 2024

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

September 2024

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

August 2024

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