267 reviews | 6 verified advisers
Review for Ewan Duncan
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Ewan as part of Retire Invest inherited my business from their previous advisor.
How has Ewan helped you?
Reassurrance that my pension planning meets my needs in retirement. He has a great mutual understanding of my needs for retirement and when and how to make the best of my pension investment.
Have you seen the outcome you were hoping for?
So far my expectations during current global economic issues are as I expected.
Review for John Hinson
What could they have done better?
All OK.
What were the circumstances that caused you to initially look for a financial adviser?
Money available for investment.
How has John helped you?
Sound and successful advice based on regular reviews of my investments.
Have you seen the outcome you were hoping for?
Yes.
Review for John Hinson
What were the circumstances that caused you to initially look for a financial adviser?
Future planning
How has John helped you?
Kept us informed of our investments
Have you seen the outcome you were hoping for?
Happy with our investments
Review for John Hinson
What could they have done better?
very satisfied
What were the circumstances that caused you to initially look for a financial adviser?
redundancy
How has John helped you?
advised on investments for income in retirement and doing the necessary to achieve this. regularly keeping me informed and involved.
Have you seen the outcome you were hoping for?
yes
Review for John Hinson
How has John helped you since your last review?
Kept me updated on the world markets.
