104 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Adrian Middup

June 2021

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

As a result of covid we have been able to save significantly and it was just lying in our bank account earning little or no interest. There was no pressure at all to invest any of the money

How did Adrian help you?

Adrian our advisor talked a few things through with us and left the decision entirely to us. When we made the decision the paperwork was completed again without pressure. We were ready to happily commit. We have known our advisor for a number of years and found his assistance invaluable. Always ready to explain matters to us and to leave the deciding to us.

Have you seen the outcome you were hoping for?

It proved to be a seamless service and carried out within a matter of days.

What could they have done better?

Nothing comes directly to mind.

Review for Adrian Middup

June 2021

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

I needed advice as I had a number of different pensions that I felt weren’t really performing very well

How did Adrian help you?

He amalgamated some pensions into one and this allowed me to draw some money off to clear debts and rest went into a new pension that had performed far better than had I left them where they were

Have you seen the outcome you were hoping for?

Yes things are performing better than expected

What could they have done better?

Nothing, I should have consulted them earlier

Review for Craig Bonsor

June 2021

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

I needed sound professional financial advice

How did Craig help you?

‘Craig Bonsor’ diagnosed accurately my financial circumstances and needs and was of great help in advising me on appropriate investment options. he took particular trouble to build up an accurate picture of my attitude to risk and to advise appropriately.

Have you seen the outcome you were hoping for?

So far (over a decade) his advice has been sound and confirmed by results.

What could they have done better?

Nothing

Review for Craig Bonsor

June 2021

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

I needed professional impartial advice on the best way forward for my investment planning

How did Craig help you?

He has provided that Advice in a calm patient and professional manner

Have you seen the outcome you were hoping for?

Yes, so far!

What could they have done better?

Nothing

Review for Craig Bonsor

June 2021

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

I needed well-informed professional advice on how best to deal with my financial affairs post retirement.

How did Craig help you?

By providing that advice calmly meticulously; in particular taking trouble to explain options to this cautious client clearly and patiently.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing