Carl's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 79 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 41 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 15 )
£100k - £200k ( 13 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in Cheshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Carl Hayes helped you?
Carl has advised me on how to invest my money without too much risk and has provided a timely response on the occasions I have needed to access my funds.
Have you seen the outcome you were hoping for?
On the whole yes.
Review
by a verified client in Berkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initial pension advise many years ago
How has Carl Hayes helped you?
Pension and isa advise. Retirement planning.
Have you seen the outcome you were hoping for?
Yes. Funds have grown and on track to have a great retirement.
Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring
How has Carl Hayes helped you?
Reviewed existing arrangements and ensured that they are still suitable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Carl Hayes helped you?
Carl has given me advice which has helped me plan my retirement
Have you seen the outcome you were hoping for?
It’s on the right path
What could they have done better?
Nothing
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to manage my pension
How has Carl Hayes helped you?
Sorted out my pension and ensured its growth. Sorted out draw down as required.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't know.