4113 reviews | 51 verified advisers
Review for Jack Barratt
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to change advisor as I felt my old advisor was extremely slow to action any changes we agreed upon.
How has Jack helped you?
Jack has been extremely responsive, polite and able to answer any questions I have had for him. He also helped me understand that there are different types of financial advisors, which I was not aware of. He keeps me up-to-date and we have agreed a cadence that works for us going forward now that I have started using him.
Have you seen the outcome you were hoping for?
Jack is certainly more proactive and faster than my old advisor!
Review for Harry Donoghue
What could they have done better?
Not a lot really.
What were the circumstances that caused you to initially look for a financial adviser?
I was finishing work with a lump sum and a pension and need advice as how best to handle the situation.
How has Harry helped you?
He has been my adviser all the way through. He conducut a detailed and thorough review of my position and worked through with me each of the steps i need to take to be manage my position. He gave me detailed financial advice and brought in other experts where specific specialist knowledge was required.
Have you seen the outcome you were hoping for?
Yes, I now have a detailed plan as to how to manage my finances for the future and am already seeing a good return on my investments.
Review for Robert Morse
What could they have done better?
I do not think that they could do better as I was not interested in taking a bigger chance.
What were the circumstances that caused you to initially look for a financial adviser?
I was recommended to Robert from my accountant some years ago and I am happy to say that my wife and I are more than satisfied with the results.
How has Robert helped you?
Robert always visits me when he is in London and spend time explaining whatever he has recommended.
Have you seen the outcome you were hoping for?
Pretty much.
Review for Robert Morse
What could they have done better?
Maybe a little more on the update front. However that is all on the website. Time is not always on my side.
What were the circumstances that caused you to initially look for a financial adviser?
We were unhappy with our last adviser
How has Robert helped you?
By being kind, patient, knowledgeable and clear.
Have you seen the outcome you were hoping for?
We are getting there!
Review for Robert Morse
What could they have done better?
I honestly don’t believe anything could have been done any better.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions
How has Robert helped you?
Gone above and beyond in insuring we get the best advice and return for our investments.
Have you seen the outcome you were hoping for?
We are extremely satisfied with the outcomes
