86 reviews | 3 verified advisers
Review for Elliot West
What were the circumstances that caused you to initially look for a financial adviser?
Advise for historic pensions.
How has Elliot helped you?
Elliot helped both myself and my partner with a selection of existing pensions that we both held. He was able to inform on and explain their current position and give us advice for going forward.
Have you seen the outcome you were hoping for?
We were both very happy with the service we received. Elliot give us clarity and confidence with our situation.
Review for Jack Saunders
What could they have done better?
Nothing really, like I said above a great service delivered by a top proffesional.
What were the circumstances that caused you to initially look for a financial adviser?
Seeking to improve the returns on my pension investments.
How has Jack helped you?
Jack is a very calm, knowlegable and friendly proffesional. He clearly articulated the options available to me without any heavy sales pressure, always expressing that the final decisions were mine. Jack had all the answers which provided me the confidence I needed to help secure good investments for me and my wife.
Have you seen the outcome you were hoping for?
Very early days yet but Im sure it will come.
Review for Elliot West
How has Elliot helped you since your last review?
I was unsure if I could afford to retire but with sound and sensible financial advice from Elliot I retired in June 2024 with confidence that I had the funds to do this.
Review for Matthew Keene
How has Matthew helped you since your last review?
By keeping the advice simple and clear. By using language that is easy to understand and by advising the benefits and risks of any change of direction of how my pension pot is invested.
Review for Matthew Keene
How has Matthew helped you since your last review?
I have review annually to discuss my pension
