Madeleine's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 56 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 19 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 12 )
£100k - £200k ( 9 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have no idea about pensions
How has Madeleine Sunley helped you?
After speaking to Madeleine my pension is now a lot clearer to me and I have a better understanding of how they work
Have you seen the outcome you were hoping for?
Hasn't started yet
What could they have done better?
Nothing. I came away with all my questions answered.
Madeleine:
Thank you for a lovely review and I am so glad that I could help answer your questions and let you see that you are going to be ok financially. Looking forward to seeing you again soon.Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private Pension matured. Lack of knowledge of financial options and my accountant just confuses me with information I don’t understand.
How has Madeleine Sunley helped you?
Very much do, she listened and understood and gave me some very helpful advice.
Have you seen the outcome you were hoping for?
Not yet, too soon.
What could they have done better?
Nothing
Madeleine:
Thank you for a lovely review. So glad that I could help and point you in the right directions for getting the answers you need to make sure you know what you need to do for your future.Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my retirement and needed excellent financial advice for managing two pensions and for future planning to assure a financially secure future.
How has Madeleine Sunley helped you?
Made various recommendations and met up - as required - to discuss options and decide on the optimal solution. She also managed all the processes and provided a solid financial solution for me.
Have you seen the outcome you were hoping for?
Yes, 100%.
What could they have done better?
Nothing, I was completely satisfied with the process from initial meeting through to implemantation of the agreed plan.
Madeleine:
Thank you so much for a wonderful review. I really enjoyed seeing you, hearing all about your recent trip, what your plans are for the future and chatting about investments and current world politics.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Madeleine
I have just had an initial meeting with Madeleine, she listened and understood my needs. I am confident that moving forward we will be able to work together.
Madeleine:
Thank you so much. I really enjoyed meeting you and am thrilled that we are going to be working together. I am looking forward to helping you with your finances going forward. See you again soon.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Madeleine
Maddy was really welcoming, listened to us and gave a good overview of what she can offer.