32 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Garnet Ronander

April 2022

What were the circumstances that caused you to look for a financial adviser?

We were approaching retirement and needed advice.

How has Garnet helped you?

Garnet has provided a trusted environment for our money and we are confident that he will be able to help us manage our funds going forward.

Have you seen the outcome you were hoping for?

We have not been disappointed so far. Our investments have performed OK even during these turbulent economic times.

What could they have done better?

Spend more time ensuring we really understand any suggestions for ways to maximise our funds and to minimise tax.

Review for Garnet Ronander

April 2022

What were the circumstances that caused you to look for a financial adviser?

My retirement resulted in some investment opportunities.

How has Garnet helped you?

In identifying the best investment opportunities for me and monitoring these.

Have you seen the outcome you were hoping for?

The outcome has certainly been the the range of expectations described by Garnet. We all, however, hope for even better outcomes.

What could they have done better?

I did experience a period where face to face advice was given by another (qualified) financial adviser employed by Garnet. To be fair Garnet did consult before this happened, and I agreed, although the service during this period was satisfactory, it didn’t feel as special.

Review for Garnet Ronander

April 2022

What were the circumstances that caused you to look for a financial adviser?

Pensions, insurance and investments

How has Garnet helped you?

Garnet is not just a trusted advisor of mine, he becomes a friend. He is always on the front foot wanting to help where he can. He has helped me simply by being there, and I can't praise him enough.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Will never move away from him.

Review for Garnet Ronander

February 2022

What were the circumstances that caused you to look for a financial adviser?

I have had a financial adviser for many years and Ubuntu took over from the previous adviser

How has Garnet helped you?

Advised on financial planning, inheritance tax and pensions and has facilitatated the consolidation of various investments in order to maximise and simplify

Have you seen the outcome you were hoping for?

Not yet - but working on it

What could they have done better?

Sometimes the advice is not always clear which means I have to follow up to get an explanation

Review for Harry Roache

January 2022

What were the circumstances that caused you to look for a financial adviser?

Initially, it was when we were looking for a mortgage. Following which he sorted out our health insurances and provided other advice.

How has Harry helped you?

He listened to exactly what we wanted, and gave us various options which he explained clearly and precisely. He then gave us time to reflect and consider our options, before finalising our requests. Nothing has been too much trouble for him, and he has been most responsive to our many enquiries.

Have you seen the outcome you were hoping for?

Absolutely. Our mortgage is exactly what we wanted, and we feel reassured with the insurance policies we now have in place. We have peace of mind.

What could they have done better?

We can’t think of anything he good have done better!