76 reviews | 3 verified advisers
Review for Elliot West
What were the circumstances that caused you to initially look for a financial adviser?
I was faced with a works pension with mixed DB and DC elements, and initially sought advice on purchasing an annuity for the latter
How has Elliot helped you?
He has helped me understand my overall, longer-term financial picture, as well as tax implications, and this has changed my approach towards my pension options
Have you seen the outcome you were hoping for?
Yes- I now have a good option to provide my wife and I with finance for our old age over time
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
we wanted to asses where we were financially before retirement was upon us and we wanted to see what retirement looked like and when would we get there
How has Jack helped you?
Jack has clarified our understanding of where we are financially as wee look to prepare for the next phase of our lives and he has given us things to think about now and in the future
Have you seen the outcome you were hoping for?
yes, we now have an idea of what our financial health and state looks like, what we need to do to transition into retirement when the time comes
What could they have done better?
Nothing
Review for Elliot West
What were the circumstances that caused you to initially look for a financial adviser?
Arrangement made by a previous pension scheme to consider pension options including transfer.
How has Elliot helped you?
Clear and full explanation of the available options. Impartial support with decision making and in completion of the required administration.
Have you seen the outcome you were hoping for?
Informed decision made and outcome achieved efficiently and effectively.
What could they have done better?
All communications and processes completed professionally and with a high standard of customer service.
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Company recommendation
How has Jack helped you?
We had an initial consultation with Jack regarding early retirement following recommendation from my company. He asked us to supply details of our pension schemes prior to this. During the consultation he explained everything about the pensions, how they work, how much we could expect, what our options were etc. He used an online tool which illustrated this very clearly. We were very impressed with him and subsequently opted to use his services. He has since scheduled several further meetings with us to discuss aspects of the pension process, and I am now looking forward to retiring in the next couple of months.
Have you seen the outcome you were hoping for?
The process is still ongoing, but the outcome forecast is way better than we were hoping for.
What could they have done better?
Nothing I can think of.
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and financial investment
How has Jack helped you?
Provided good clear advice. Responded quickly to queries and clarifications. Set up the necessary financial arrangements.
Have you seen the outcome you were hoping for?
Yes, but it is too early to determine if the investment decisions we have made will provide the long term returns we hope for.
What could they have done better?
Nothing
