5716 reviews | 52 verified advisers
Review for Susan Tait
What could they have done better?
Do not know
What were the circumstances that caused you to initially look for a financial adviser?
Inherited large amount of money
How has Susan helped you?
Investing
Have you seen the outcome you were hoping for?
Yes
Review for Chris Merry
What could they have done better?
There was no issue specifically relating to Chris. However a life insurer which had initially been selected to provide an international bond was slow to respond which led to a delay in investing the assets.
What were the circumstances that caused you to initially look for a financial adviser?
As a trustee of a Will trust I had a legal duty to the beneficiaries to invest the trust’s assets prudently. To meet this obligation I reached out to Chris.
How has Chris helped you?
Chris helped to set up general investment accounts tailored to the specific risk appetite of the trusts beneficiaries.
Have you seen the outcome you were hoping for?
Yes, the performance of investments selected met the objectives of the trust’s beneficiaries.
Review for Dean McSloy
What could they have done better?
make more money
What were the circumstances that caused you to initially look for a financial adviser?
age
How has Dean helped you?
greatly
Have you seen the outcome you were hoping for?
yes
Review for Clare McCarthy
What could they have done better?
Cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Recently retired after selling shares in my company and needed advice for both a lump sum investment and transferring my private pension pot.
How has Clare helped you?
Clare spent time explaining the different options available, in a clear and understandable manner covering the cost, risks and the benefits which put my mind at rest .
Have you seen the outcome you were hoping for?
Most certainly
Review for Dean McSloy
What could they have done better?
Nothing to highlight
What were the circumstances that caused you to initially look for a financial adviser?
Financial Planning for retirement
How has Dean helped you?
Maximised return on investments for myself and family Financial planning helped me to decide when I could retire
Have you seen the outcome you were hoping for?
Yes all outcomes have been met or exceeded
