170 reviews | 2 verified advisers
Review for Craig Bonsor
What could they have done better?
Can't thinkof anything.
What were the circumstances that caused you to initially look for a financial adviser?
Becoming aware that my occupational pension needed enhancing.
How has Craig helped you?
Over the years, Craig and his excellent team have provided this service for us, always with integrity and objectivity. Always happy to explain the options, he is meticulously careful to make sure his advice fits in with our requirements and risk tolerance.
Have you seen the outcome you were hoping for?
Very much so.
Review for Craig Bonsor
What were the circumstances that caused you to initially look for a financial adviser?
Long term requirement for investing and pensions
How has Craig helped you?
Always available to assist with questions and changes to personal circumstances
Have you seen the outcome you were hoping for?
Yes
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
Investment advice for a trust
How has Adrian helped you?
Investment options and implementation.
Have you seen the outcome you were hoping for?
Yes.
Review for Adrian Middup
What were the circumstances that caused you to initially look for a financial adviser?
looking at what to invest in pension.
How has Adrian helped you?
calm, clear and providing options
Have you seen the outcome you were hoping for?
time will tell
Review for Craig Bonsor
What could they have done better?
My investments with Craig have been great so I’m very happy
What were the circumstances that caused you to initially look for a financial adviser?
Wanted advice on savings and pensions
How has Craig helped you?
Craig has helped with great advise on how to invest into my pension and savings plan
Have you seen the outcome you were hoping for?
Absolutely each year has been amazing
