Michelle's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 40 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 13 )
£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 Dorset
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complex, multiple pensions to manage.
How has Michelle Gibbs helped you?
Helped myself and partner improve and aggregate our pensions. Helped me to manage an inheritance and manage continuing investments. Helped forecast our various possible pension prospects.
Have you seen the outcome you were hoping for?
Absolutely, yes. Especially valuable was investment advice and news through many international financial crises.
What could they have done better?
Nothing.
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?
Putting funds into a pension plan.
How has Michelle Gibbs helped you?
Provided advice principally relating to pensions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am very satisfied.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband Brian Richards went to helm many years before he died .He was passed onto Bettina Birtchnell when he retired who then passed me on to Michelle and I have been with er ever since
How has Michelle Gibbs helped you?
Michelle has always been there to explain everything in full with great diagrams every year making sure I paid my ISA's
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Self-employment and the need to save for retirement.
How has Michelle Gibbs helped you?
She fully understands our needs and discusses in details any suggestions of change to a final decision. Her annual review. On paper, is welcomed as a reminder of our discussions and decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything.
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with this firm and its predecessors for over 50 years. The founder was a close school friend who sold me my first life policy.
How has Michelle Gibbs helped you?
She has given myself and my wife regular advice on the investments we hold with the firm.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are content.