235 reviews | 6 verified advisers
Review for John Hinson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
The uncertainties in financial market with regard to building societies. The world political turmoil and the cost of living.
How has John helped you?
In reviewing my financial saving and exploring my future goal.
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?
Not been satisfied with the performance of my savings in a High-street bank and therefore seek alternative option to invest my savings to get a better rate of return.
How has John helped you?
John has provided a clear strategy for investing my money based on my preferred level of risk and always takes the time to explain how my portfolio is doing
Have you seen the outcome you were hoping for?
yes
Review for John Hinson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
John came highly recommended
How has John helped you?
John has helped me very much
Have you seen the outcome you were hoping for?
Yes
Review for Ewan Duncan
What could they have done better?
Nothing, advice has been very swift with good support.
What were the circumstances that caused you to initially look for a financial adviser?
Mainly for long term investment planning but also income protection. Pension planning has also been important to me as I needed advice on both NHS and private pension planning.
How has Ewan helped you?
My pension planning has been very complicated. Mainly due to planning around annual allowance charges. Ewan with the help of retireinvest has provided support and advice through this as it is increasingly complicated.
Have you seen the outcome you were hoping for?
Almost there, just awaiting some final plans with regards to pension planning.
Review for Ewan Duncan
What could they have done better?
Very happy so far.
What were the circumstances that caused you to initially look for a financial adviser?
Ewan took over managing my Retire Invest account following my previous adviser moving on to new ventures. I was already happy with the previous adviser so was unsure if I would continue to feel confident in the new adviser. I was impressed with Ewan and feel very comfortable with our conversations and his advice.
How has Ewan helped you?
Investigating income protection and updating me on my pension status.
Have you seen the outcome you were hoping for?
The results on IC are still being investigated but I am confident we will find the right policy and the pension is ticking along nicely.
