Kate's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 10 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement age so looking for advice
How has Kate Kennedy helped you?
Yes Kate helped me to transfer funds over and advised me if Ian’s when I could afford to retire with the amount of monies needed
Have you seen the outcome you were hoping for?
Yes hoping to retire soon
What could they have done better?
Everyone loves cheaper fees
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed someone reliable and could just take care of things for us with minimal fuss
How has Kate Kennedy helped you?
Kate is brilliant. Shes transfer all our pensions with 0 effort from us. She just gets things done. She polite, friendly and helpful.
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing so far…..
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate several old workplace pensions
How has Kate Kennedy helped you?
Kate helped me understand how to combine my pensions and make decisions about how to invest in a friendly, supportive way
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After having two children I was looking to review my protection, and concurrently look at some advice about tax efficient ways to invest a sum of money left to me.
How has Kate Kennedy helped you?
Offered brilliant advice and products suited to my needs. Responded quickly and her attention to detail and care was phenomenal.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To transfer pensions to one pensions pot.
How has Kate Kennedy helped you?
Taken the time to cover everything. Called to discuss at the time agreed. Was highly recomended by two family members who have been wuth Katie for many years.
Have you seen the outcome you were hoping for?
I am faily new to the company but have had two pensions added to ine pot. Which is what i was aiming for.
What could they have done better?
Na