63 reviews | 3 verified advisers
Review for Karen Crawford
What could they have done better?
Nothing, they've been excellent in providing clear details and finding out what we need
What were the circumstances that caused you to initially look for a financial adviser?
Income protection insurance Mortgage protection insurance Building insurance
How has Karen helped you?
She has been very helpful in finding the right policies for me and my family
Have you seen the outcome you were hoping for?
Yes, we got the best policies for our personal circumstances
Review for Jordan Mushet
What could they have done better?
Nothing. Great service :)
What were the circumstances that caused you to initially look for a financial adviser?
Myself and my partner were buying our first home and Jordan provided us with all the advice we needed around insurance and protection
How has Jordan helped you?
Jordan provided us with great advice and support and found us great insurance and protection policies catered to our needs
Have you seen the outcome you were hoping for?
Yes, Jordan was extremely helpful and friendly throughout and provided us with exactly what we needed
Review for Jordan Mushet
What could they have done better?
Jordan was very knowledgable about his advice and I am really happy with his help
What were the circumstances that caused you to initially look for a financial adviser?
I was getting a pension and needed financial advice
How has Jordan helped you?
He was very helpful with his guidance and knowledge. In my opinion he makes people very comfortable with his advice
Have you seen the outcome you were hoping for?
Yes and more that is all thanks to Jordan
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 was looking for advice about combining my previous workplace pension with my current workplace pension.
How has Jordan helped you?
Jordan took a thorough look at my financial situation and reviewed both my old and new workplace pensions to determine if it was worth combing them. We decided that it wasn't worth it and instead Jordan has guided me in how I can invest the funds kept in my old workplace pension in order to obtain better returns. As I am very inexperienced in investments and quite nervous about moving this money from a 'safe' pension fund and using it for investment purposes, I found Jordans advice very helpful and reassuring, he gave me the confidence to take steps which will hopefully put my finances in a better place in the future.
Have you seen the outcome you were hoping for?
Yes! I feel confident that my money has been invested in an appropriate way and will be working harder than it would have just sat in my previous workplace pension fund.
Review for Jordan Mushet
What could they have done better?
Nothing we have zero complaints
What were the circumstances that caused you to initially look for a financial adviser?
Me and my partner are looking to buy our first house and needed to sort out income protection and life insurance
How has Jordan helped you?
He’s helped us loads with getting us the right insurance/protection for us, explaining everything in great detail and taking a lot of stress off of me and my partner
Have you seen the outcome you were hoping for?
Yeah
