Cary's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 3 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Angus
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find out the best way to invest my pension.
How has Cary Stewart helped you?
He advised me about the best way to invest my pension to get the best for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Angus
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maturing pension
How has Cary Stewart helped you?
Pension transfer , tax and income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Angus
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching 60 and needing pension advice.
How has Cary Stewart helped you?
Cary listened to details of my financial position and pensions available to me. He then gave me sound advice on options available to me and was readily available to answer questions I have before making my choice.
Have you seen the outcome you were hoping for?
Yes I have, and I’m happy with the results.
What could they have done better?
Nothing I’m aware of. I found Cary to be professional, approachable, friendly and down to earth. The environment was welcoming, not intimidating at all and it was good to be able to deal with someone locally face to face.
Review
by a verified client in Angus
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family bereavement leading to inheritance
How has Cary Stewart helped you?
Very professional and helpful service, went through the most suitable options for the circumstances, efficient and always going the extra mile making it easier for the client
Have you seen the outcome you were hoping for?
Yes, money invested in appropriate places with support there as required
What could they have done better?
Nothing
Review
by a verified client in Angus
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Although I had a Financial advisor they were not local, there were several aspects regarding communications and planning or process time that were a concern. I had heard through friends and contacts who had been with Cary for various financial advise and received very positive comments on Cary.
How has Cary Stewart helped you?
Cary has advised on pensions, savings and ISA, all which have been positive.
Have you seen the outcome you were hoping for?
Yes, very happy and satisfied with outcomes