141 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Adrian Middup

January 2022

How has Adrian helped you since your last review?

Adrian liaised with with the Pension Company with regards to their payment increase, this was sorted satisfactorily - he also worked on a contribution for my wife and gave excellent advice regarding an investment ISA. 1st class service.

Review for Paul Grice

January 2022

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

I took early retirement and needed Financial Advise

How did Paul help you?

Paul provided the financial advise a needed on where best to to invest my Lump Sum upon retirement

Have you seen the outcome you were hoping for?

I have more then seen the outcome I hoped. The investments have performed well even during these trying times

What could they have done better?

I consider that the service i have from Paul could not have been any better

Review for Paul Grice

January 2022

How has Paul helped you since your last review?

Paul spent time with us, reviewing our current financial position and gave advice on where we should draw down from first if we wanted extra income.

Review for Paul Grice

January 2022

How has Paul helped you since your last review?

Paul has managed our original investments very successfully and made further investments for us as new cash has become available. Everything has performed well overall. His calm approach and sensible advice at the onset of the coronavirus pandemic were particularly appreciated.

Review for Paul Grice

January 2022

How has Paul helped you since your last review?

Portfolio review to ensure that this was meeting my current needs. Advice and guidance on withdraw of funds