Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 3 )

Pensions ( 10 )

Investments and Savings ( 12 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 4 )

£100k - £200k ( 3 )

Up to £50k ( 5 )

£50k - 100k ( 2 )

Client reviews

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Michael

Michael got back to me quickly after my contact and communicated well regarding setting up a meeting. We have only had one meeting so far and I have shared information with Michael and he will come back with some comments or recommendations. He was not pushing to sell anything, and seems well informed and genuine.

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Michael

Michael made things simple for me to understand, which is what I needed, as I had found that reading a lot of information made me very confused.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had a number of frozen pensions and needed advice on what to do to get the most from them.

How has Michael Read helped you?

He suggested moving them all into one account. After discussing my fears and concerns regarding investment, We agreed on a course of action to maximise my returns.

Have you seen the outcome you were hoping for?

Yes, so far very pleased.

What could they have done better?

I feel Michael did everything that he promised, however at times he could have kept me informed as there were some delays before everything got implemented.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was looking for a trusted financial advisor to help with savings and investments, along with long-term financial planning for my family.

How has Michael Read helped you?

Mike helped in every way, first discussing my situation, ascertaining my appetite for risk and then providing a range of options.

Have you seen the outcome you were hoping for?

Yes. Mike was excellent in every respect. I couldn't fault him. I couldn't recommend him highly enough. Mike made the whole process easy and carried out his work efficiently and expertly.

What could they have done better?

To be completely honest, I am totally satisfied with the service.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

We had some money we were looking to take an income from and needed to find the right solution for us.

How has Michael Read helped you?

Mike found the right way for us to achieve our goals in the best way.

Have you seen the outcome you were hoping for?

We have been receiving an income from the money we invested for over a year now an have actually increased the capital as well so very happy with how it is going.

What could they have done better?

Nothing Mike made it very easy for us to get through the whole process.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I wanted to review a number of pensions and consolidate them where possible.

How has Michael Read helped you?

Michael was able to quickly understand my requirements and produce solutions that suited what I wanted to achieve.

Have you seen the outcome you were hoping for?

Yes, pensions are consolidated and in a new product which is working very well for me.

What could they have done better?

At this stage, there isn't anything I think that I think could have been done better.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I could not persuade my private pension companies to allow me to have my 25% cash without choosing what I wanted to do with the rest of the pension. I spoke to them constantly but could not understand what they were telling me and which of the companies to move all the pension to so I could benefit from a regular pension.

How has Michael Read helped you?

Mike explained what the different pensions were and what would suit me. He then run some calculations on the different companies I could go with and showed me the print out so he could go through it with me so I could make the right choice.

Have you seen the outcome you were hoping for?

I am now set up with a monthly amount which suits my lifestyle and I am very happy with the final result. If required I can change the monthly amount to a higher or lower amount myself. I am happy and stress free and grateful for the good advice which I could understand.

What could they have done better?

I found Mike pleasant, easy to talk to and always on time for appointments. I think he did a good job and would recommend him.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Investment of an inheritance.

How has Michael Read helped you?

He took a lot of trouble figuring out how much risk I wanted to assume and invested accordingly.

Have you seen the outcome you were hoping for?

Yes, although Brexit will give the investment a tough test.

What could they have done better?

Can't think of anything looking back.

Michael's reply

Thanks Harry, it was a pleasure to help you.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I retired last year and needed help and advise regarding my pension.

How has Michael Read helped you?

With the number of options now available Michael was very good at explaining what each meant and how draw down works. He also contacted a provider, sorted all of the paper work and arranged my pension, he proved to be invaluable.

Have you seen the outcome you were hoping for?

I am happy with his recommendations and pension arrangements plus I do feel that I am in control of my pension, with the aid of Michael.

What could they have done better?

Due to the technicalities of my pension pot (company group pension) and that the new rules on pensions had just come into force it seemed that the pension providers were still trying to understand all the intricacies, this meant that they were a little slow in providing the pension I was after.

Michael's reply

Thanks Trevor, we got there in the end!

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Michael

Very professional and presentable. Explained everything in easy to understand terms.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Michael Read helped you?

Michael explained everything to me so that I understood my options and he fully understood my desire to be secure rather than to take risks. He is very knowledgeable of the market and gave me some excellent advice as to my pension fund, redundancy payment and future investments.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Michael Read helped you?

Very polite, patient & knowledgable. Explains things so it's easy to understand.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Michael

so far, very pro-active, easy to talk to, knows his business very well, prepared to explain various options very well.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Michael Read helped you?

Michael is very responsive to queries and follows through with suggestions of available options. If need be he is always prepared to meet and discuss to ensure that there is no misunderstanding. A reliable chap!

What could they have done better?

I really cannot think of anything specific which I would wish him to do differently

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Michael Read helped you?

Michael has always managed my requests from start to finish no matter what level of complexity. At no point did I need to concern myself about the process as this was all in hand. Michael explained the industry and product details where necessary, advising me through to a clear and understandable conclusion. As soon as I need to, I will be going back to Michael for his professional advice and service.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Michael Read helped you?

Mike and his team helped me through my Mortgage,Pension & Insurance products. I found the team to be very helpful and patient with all my needs.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Kent

How has Michael Read helped you?

Michael Read has responded to any queries,requests for information in an efficient, informed and timely way. He has a natural humility and empathy with me which keeps me at ease in our meetings together.

What could they have done better?

We have only known each other for just over a year, so ask me again in another year.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Michael Read helped you?

Clear, knowledgable & precise information, which in turn gives a feeling of trust & understanding.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Kent

How has Michael Read helped you?

I have know Mike Read for a number of years now. He used to be my adviser when he used to work for one of the leading high street banks. When i found out he was leaving i was able to track him down and he has been advising me on all aspects of money issues from mortgages to pensions and has helped me build up a proper portfolio. Mike and his team are forward thinking and have never let me down. I recommend his services to all my friends and family. You would not be disappointed if you were to used any of his services and even if he canÂ’t help you he will probably know someone who will. Keep up the good work.

What could they have done better?

Just keep doing what your doing

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Kent

How has Michael Read helped you?

Michael explains things in a straightforward no nonsense manor that puts me at ease knowing I have understood what is being discussed.

What could they have done better?

Maybe offer up suggestions of other services and schemes that I'm not currently involved in.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Michael Read helped you?

Mike was very good, he explained all of the options in clear and simple terms (Which is rare in the financial world). I was very please with the options he found for me, we deal with everything and I would be very happy to recommend him to a friend of family member.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Michael

So far, I have only had an initial meeting with Michael, during which he explained his services to me. What I really appreciated was his friendly and relaxed manner and how he was able to give me clear and simple answers and very useful advice about some

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Michael Read helped you?

Flexible working hours Consultative approach - Michael took time to understand what we wanted out of the investment Provided a number of optons, explaining in layman's terms the merits and downfalls of each.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Michael Read helped you?

Michael is able to explain the machinations of investments and products in layman's terms, without the use of jargon. He is very knowledgeable of the market in general.