29 reviews | 2 verified advisers
Review for Karen Crawford
What could they have done better?
Nothing, the attention to detail and professionalism Karen instilled in the process was amazing.
What were the circumstances that caused you to initially look for a financial adviser?
Karen was recommended by a family friend.
How has Karen helped you?
Massively, as my pension situation was messy and complicated due to the amount of pensions to consider.
Have you seen the outcome you were hoping for?
Absolutely, and Karen has been instrumental in bringing it all together.
Review for Karen Crawford
What could they have done better?
Happy with the service so far
What were the circumstances that caused you to initially look for a financial adviser?
To start saving for the future
How has Karen helped you?
Karen was easy to deal with and very thorough with the process. Friendly and very knowledgeable
Have you seen the outcome you were hoping for?
So far so good
Review for Jordan Mushet
What were the circumstances that caused you to initially look for a financial adviser?
sort out my pensions and get a private pension
How has Jordan helped you?
he has gathered all my pensions and transfered it to a private one
Have you seen the outcome you were hoping for?
yes
Review for Jordan Mushet
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to transfer my previous workplace pension to another one where I could make monthly contributions, but I didn't know where to start.
How has Jordan helped you?
Jordan pretty much done everything for me, made the whole process easy, all with giving me the knowledge to find the right fund to suit.
Have you seen the outcome you were hoping for?
Yes, I have.
Review for Jordan Mushet
What could they have done better?
Satisfied at this time.
What were the circumstances that caused you to initially look for a financial adviser?
Gaining best interest on available capital. Managing AVCs.
How has Jordan helped you?
Advising and setting up accounts with Quilter.
Have you seen the outcome you were hoping for?
Yes.
