5784 reviews | 52 verified advisers
Review for Christie Tillett
What could they have done better?
Nothing, Chrisitie yes very helpful and knowledgeable
What were the circumstances that caused you to initially look for a financial adviser?
I had a couple of underperforming pensions that lacked flexibility and wanted to retire at 55
How has Christie helped you?
Christie created projections based on expenditure and incomes from pension and other sources to provide reassurance that I would be able to take early retirment and recommended and alternative pension scheme that offer more flexibility and performed better than my old pensions
Have you seen the outcome you were hoping for?
Very much so, my income is no longer a cause for anxiety
Review for Christie Tillett
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Christie helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Ellie Jarvis
What were the circumstances that caused you to initially look for a financial adviser?
Changing my pension provider
How has Ellie helped you?
Found a new platform; investment advice
Have you seen the outcome you were hoping for?
Yes
Review for Francine Kelly
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Potential pension transfer
How has Francine helped you?
To restructure investments
Have you seen the outcome you were hoping for?
Yes absolutely
Review for Donna Buffham
What were the circumstances that caused you to initially look for a financial adviser?
Returning from overseas and retiring.
How has Donna helped you?
Clear and confident advice
Have you seen the outcome you were hoping for?
Yes
