Reviewed for

Pensions ( 6 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 6 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

Client reviews

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Gillian

I am happy with Gillan and she seems to understand my needs, but this work may take weeks so this survey is too early

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Gillian

Excellent.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Gillian

Very Good.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Gillian

Answed all our questions

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Pensions advice.

How has Gillian Mackenzie helped you?

Clear and helpful advice. Good understanding of my circumstances and needs.

Have you seen the outcome you were hoping for?

myob!.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

I really appreciate the face to face meetings that I have with Gillian. She really understands what I want to achieve and explains things to me in a way that I can understand. She always makes the time for me too.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Durham

How has Gillian Mackenzie helped you?

Gillian was very professional in her dealings with us and we would not hesitate in recommending her services.

Review from verified client

May, 2015

Overall

Service

Advice

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

I felt really relaxed with Gillian and she explained everything in laymans terms which was really helpful. I'd highly recommend.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Durham

How has Gillian Mackenzie helped you?

Good solid impartial advice on my meagre pension pots. Which will one day be worth a fortune after following Gillian,s advice. She knows what she is doing in a nutshell.

What could they have done better?

I enjoy meeting for our annual review be nice to do it more often but wouldn't gain anything from it. So no Gillian is at the right level i cant think of anything to improve on her professional services.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

She clearly explains the pros and cons of all her suggestions and advice; and to date her suggestions and advice have worked very well.

What could they have done better?

I am satisfied with Gilllian's service. Compared with previous financial advisers, it is the clarity of her explanation of sometimes complex products which I like.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

We have been advised by Gillian for some 10 years and have always found her to be very professional. She is a very confident, friendly person to do business with.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Lanarkshire

How has Gillian Mackenzie helped you?

Gillian is Professional, With very good skills and Excellent advice.

What could they have done better?

See here more often.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

My adviser understands my financial requirements currently, and my future requirements. She assesses these with me regularly to check whether the plans in place still reflect my requirements. She demonstrates a good understanding of current legislation/issues that might affect my financial situation, particularly with regard to my pension requirements.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Cleveland

How has Gillian Mackenzie helped you?

Gillian has helped me invest my divorce settlement which will enable me to have a good income when I retire. She is very professional but at the same time she is personable and friendly. Nothing is too much for her and she has been able to put my mind at rest on many occasions when I don't fully understand the world of finance. I feel that my money is in good hands and she has my best interests at heart and I look forward to our meetings.