220 reviews | 6 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Boutle

February 2025

How has Paul helped you since your last review?

Paul has continued to provide sound advice regarding my investments and continues to have my full confidence as my financial advisor

Review for Paul Boutle

February 2025

How has Paul helped you since your last review?

Paul is always there at the other end of the phone when i have any questions re my pension , also available to chat on the phone or arrange a home visit if needed, Paul is always friendly and listens to what I am asking about and answers professionally and knowledgeably , in ways i can understand which gives me confidence.

Review for Paul Boutle

February 2025

How has Paul helped you since your last review?

Has recommended a change in investment fund.

Review for Craig Allan

February 2025

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

I was interested in seeing what is possible with the short term goals and savings I have and wanted to condense my pensions into one pot

How has Craig helped you?

Craig has helped me put a plan in place with my savings and my future income to help make my goals achievable. I’m likely to need the money in the next year or so, so Craig advised me with what the best options were for me. He is also in process of sorting my pensions out

Have you seen the outcome you were hoping for?

Absolutely! Craig has been super helpful and friendly yet professional. He ensures he is clear and understood so we are on the same page and asks questions to make sure he understands what I was wanting from him

Review for Paul Boutle

February 2025

How has Paul helped you since your last review?

Paul has continued to assist us with our regular annual review, and investment withdrawal. His adept financial knowledge, and advice is always welcome and very much appreciated. Paul is always responsive to our needs, and delivers a brilliant service with a smile.