Michelle's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 44 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 12 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 16 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hampshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This has been an ongoing relationship for many years. Michelle has always been very knowledgeable and helpful in all matters.
How has Michelle Gibbs helped you?
Getting me to think about alternative ways forward, and leading me to make good decisions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don’t think there is anything that could have been done better.
Review
by a verified client in West Yorkshire
22 days ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Investing SIPP
How has Michelle Gibbs helped you?
Advised on income during retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Yes
Review
by a verified client in London
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A friend recommended the firm when my husband and I wanted advice on financial planning, savings, pensions and investments.
How has Michelle Gibbs helped you?
When our first adviser retired we transferred to Michelle Gibbs who contined to provide useful help and advice on financial planning savings, pensions and investments as well as inheritance planning. After my husband died she helped me greatly in sorting out various queries. .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't have any reasons for dissatisfaction
Review
by a verified client in London
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to replace my FA with someone more responsive and independent
How has Michelle Gibbs helped you?
Michelle has reviewed our portfolio, offering helpful advice and guidance
Have you seen the outcome you were hoping for?
Yes - I feel I have someone on my side financially
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having worked with Michelle and her predecessor for many years I have always received the best advice. I have always been aware that my Private pension and investments are in very safe and secure hands and that the annual review always proves this to be the case.
How has Michelle Gibbs helped you?
At our annual review Michelle has always give a very clear and understandable exposition of my investments.
Have you seen the outcome you were hoping for?
Yes, absolutely
What could they have done better?
Nothing immediately comes to mind.