301 reviews | 6 verified advisers
Review for Jake Millar
What could they have done better?
Not sure everything seemed to just roll very smoothly
What were the circumstances that caused you to initially look for a financial adviser?
Just to organise my pensions
How has Jake helped you?
Open transparent and communication put myself and my wife at ease
Have you seen the outcome you were hoping for?
Yes
Review for Craig Allan
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Due to employment settlement and receipt of pension, looking for advise on how to proceed financially
How has Craig helped you?
Craig has given good advise on what money to receive now, and what to defer to the future. Has advised on what pensions are not preforming well, and has sorted transfer of those (for my wife and me) to hopefully generate a better return.
Have you seen the outcome you were hoping for?
Not yet as currently in progress of transfer
Review for Paul Boutle
How has Paul helped you since your last review?
Paul has been a source of sound financial advise to my wife and I over the last year, we look forward to many more years of the same advise.
Review for Ewan Duncan
What could they have done better?
I was very pleased with the service that was given.
What were the circumstances that caused you to initially look for a financial adviser?
I have an investment with Quilter and Ewan contacted me to review my investment plan.
How has Ewan helped you?
He has reassured me that my investment risk suits my circumstances. I also feel reassured that I know that I can contact Ewan if I have any queries or problems regarding my investment.
Have you seen the outcome you were hoping for?
Yes I am happy with the outcome.
Review for Craig Allan
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement package - final severance pay
How has Craig helped you?
We have had only one telephone consultation in which Craig came across as helpful and approachable. I did not require any specific help, just reassurance that my investments were sound. Craig reassured me.
Have you seen the outcome you were hoping for?
Yes
