Madeleine's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 62 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 38 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 13 )
£100k - £200k ( 10 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on what to do with a few different pension pots.
How has Madeleine Sunley helped you?
Madeleine has helped us with good advice and by consolidating our pensions into one place
Have you seen the outcome you were hoping for?
Shortly after Madeleine had moved our pensions Mr. Putin decided to invade so everything took a dive. Fortunately the markets recovered and everything is doing fine.
What could they have done better?
Nothing really.
Madeleine:
Thank you for a lovely review, I always enjoy seeing you both and helping you with your money. You just cannot trust those people in government not to play around with the markets, but markets go up and down and it will all be ok in the end with a good strategy and being brave when it goes down and waiting for the upside to return.Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we wanted our plan to be given some professional scrutiny and forrmalise some projections based on knowledge and experience
How has Madeleine Sunley helped you?
madeline had a clear plan of attack to create this. she is friendly, professional and very sharp. exactly what we were looking for
Have you seen the outcome you were hoping for?
so far so good. full confidence
What could they have done better?
nothing springs to mind
Madeleine:
Thank you so much for a lovely review. Looking forward to being able to help you plan for your future and show you more than your current spreadsheet can. It is going to be fun ?.Review
by a verified client in West Sussex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to retire early as we inherited some money from the sale of parents homes.
How has Madeleine Sunley helped you?
Madeleine gave us advice as to the best way to invest to maximise our income. We were helped to set a realistic budget and to include fun things like holidays eating out and experiences. Madeleine's charges are small compared to the returns we are getting so it's a win win.
Have you seen the outcome you were hoping for?
We have enough invested to meet our needs should we both live to 100 and also be able to leave substantial amounts to our family
What could they have done better?
Can't think of anything?
Madeleine:
It is always so wonderful to see you both, so thank you for such a fun meeting, a wonderful review and the chance to tell you to spend more money ?. See you both again soon.Review
by a verified client in Berkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my pension as getting closer to retirement and also wanted advice on my inheritance and Madeleine was recommended.
How has Madeleine Sunley helped you?
She explained clearly, in a way I could understand how my money/pension could work for me
Have you seen the outcome you were hoping for?
It is too early to say yet
What could they have done better?
Nothing. All my questions were answered. I now understand how my my pension will work for me.
Madeleine:
Thank you for a lovely review. Looking forward to working together more when you flick the retirement switch :-)Review
by a verified client in Surrey
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I near retirement, I need to understand when this is possible given my current financial position.
How has Madeleine Sunley helped you?
This was just an initial fact finding session, however I found Madeleine extremely helpful. She asked questions which made me think differently about the options potentially available to me
Have you seen the outcome you were hoping for?
Not yet as this was just the initial ‘Discover’ neeting
What could they have done better?
I can away feeling that I had been listened to and that I would be on good hands.
Madeleine:
Thank you so much for a lovely initial impressions review. Rreally looking to working with you going forwards to help you figure out the best options for you and when you can retire!!