Karl Wolstencroft

Review from verified client

January, 2016

What were the circumstances that caused you to initially look for an adviser?

Needed advice on saving for our future and retirement.

How has Karl Wolstencroft helped you?

He helped us set up an investment portfolio and is in the process of advising us on our pension options.

Have you seen the outcome you were hoping for?

Yes we our getting a good return on our investments.

Review from verified client

September, 2015

What were the circumstances that caused you to initially look for an adviser?

pension ,insurance and finacial help.

How has Karl Wolstencroft helped you?

Karl helped with all the above in a Professonal and Personal way.

Have you seen the outcome you were hoping for?

All been sorted and the outcome is more than i anticipated Great.

What could they have done better?

I dont think anything could have been done any better

Review from verified client

May, 2015

How has Karl Wolstencroft helped you?

Very good experience. Very comfortable and at ease in his company. He researches very thoroughly. He explains things very clearly. He gives us confidence to invest in the products he suggests and he has never let us down.

What could they have done better?

Nothing comes to mind

Review from verified client

April, 2015

How has Karl Wolstencroft helped you?

Karl provides me with very efficient financial guidance - Visits my home, and offers help with future planning and all aspects of my investments and savings. I am retired and it is probably more important now to have his help in all financial matters.

What could they have done better?

Very little - I have had good advice and my income is growing with Karl's advice

Review from verified client

March, 2015

How has Karl Wolstencroft helped you?

Karl keeps to appointment times Gives excellent advice Is very efficient moving things around for best returns Above all he is a friendly person you can talk to

What could they have done better?

Nothing really.

Review from verified client

February, 2015

How has Karl Wolstencroft helped you?

We find our advisor easy to talk with. He makes the appointments at times we can easily achieve. He gives us advice without blinding us with science.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Karl

Never responded to me

Review from verified client

September, 2014

How has Karl Wolstencroft helped you?

Excellent all round adviser

What could they have done better?

Nothing

Review from verified client

August, 2014

How has Karl Wolstencroft helped you?

Karl has guided me into my financial old age .His good advice has allowed my investments to increase safely for my future. He has looked over my financial shoulder for many years. Arthur Casson.

Review from verified client

August, 2014

How has Karl Wolstencroft helped you?

Karl is professional and most helpfull and easy to talk to. We could not of managed our finances without his help and advice .he is patient and explains all the options.we trust him and nothing is too much trouble for him .

What could they have done better?

Nothing we can think of we feel that all has been covered for our needs

Review from verified client

July, 2014

How has Karl Wolstencroft helped you?

Karl reviews all of my financial affairs - offers advice

Review from verified client

July, 2014

How has Karl Wolstencroft helped you?

i am writing to thank kari for the excellent job he has done for me in sorting my pension out .karls knowledge is second to none, I have known karl for a few years now and I would not think of using anyone else for professional financial advice . I have recommended karl to many of my frieds and will continue to do so whenever the opportunity arises

Review from verified client

July, 2014

How has Karl Wolstencroft helped you?

Never lets things slide, He completes paperwork promptly and chases people for prompt replies

What could they have done better?

Can't say, He is always on top of the task in hand

Review from verified client

June, 2014

How has Karl Wolstencroft helped you?

Karl has always demonstrating a broad knowledge of the financial services available and before commiting he always ensures I have a good understanding of his advice. I can't fault Karls friendly and professional manner.

Review from verified client

June, 2014

How has Karl Wolstencroft helped you?

Karl discusses our financial plans in great detail and explains things very clearly. He is very approachable. He is easy to get in touch with and replies promptly to queries. He is proactive in keeping us up to date with our financial planning. His advice has produced excellent financial results for me and my family.