185 reviews | 2 verified advisers
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
I had money in bank accounts doing nothing, and wanted advice on how to make the money work efficiently.
How has Adrian helped you?
Adrian helped search for good investment opportunities matching my attitude to risk, and helped optimise for factors like tax efficiency.
Have you seen the outcome you were hoping for?
Yes, I've been glad to have the money invested, and already seen exciting growth.
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?
Inherited money not sure how best to invest and also starting to think about retiring and needing frank advice
How has Craig helped you?
Explaining how we stand with regards to retiring and helping us to invest and sort out our pensions
Have you seen the outcome you were hoping for?
So far after roughly 2 months things are looking better
Review for Adrian Middup
What could they have done better?
Just keep the good work
What were the circumstances that caused you to initially look for a financial adviser?
Took over from Craig Bonsor
How has Adrian helped you?
Pension information an invesment ISA's
Have you seen the outcome you were hoping for?
In most cases, outcomes have performed a lot better than expected
Review for Adrian Middup
What could they have done better?
Nothing I couldn’t have asked for anything better.
What were the circumstances that caused you to initially look for a financial adviser?
My partner passed away and Adrain was recommended to me.
How has Adrian helped you?
He’s opened my eyes to the importance of financial planning. I’ve been able to sustain the lifestyle I’ve been accustomed too
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Adrian Middup
What could they have done better?
Happy with all advice
What were the circumstances that caused you to initially look for a financial adviser?
needed professional retirement, investment advisor
How has Adrian helped you?
Advised and helped with pension investments and very pleased with the advice and saved on investment charges. Highly recommend Adrian as very easy going and guides you through complex government rules and tax regulations
Have you seen the outcome you were hoping for?
Yes
