Rachel's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 6 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 4 )
Inheritance Planning ( 2 )
Reviewers' assets
£200k - £500k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Northamptonshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed help with pension provision and financial planning.
How has Rachel Efetha helped you?
yes. we moved our savings to a interest rate provider and opennd a new pension for me (Val) and will statr an income protection plan.
Have you seen the outcome you were hoping for?
as we have only just arranged it there are no out comes as yet but we do have peace of mind that we are doing the right thing for us.
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Release funds from a pension and renew a life cover.
How has Rachel Efetha helped you?
She produced a very good report about my pension and sorted out insurance for me.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Northamptonshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Starting a pension and reviewing finances.
How has Rachel Efetha helped you?
By finding an excellent pension scheme, identifying potential problems with financial cover and sourcing the relevant products.
Have you seen the outcome you were hoping for?
Yes, after a few meetings I now have a pension scheme set up and life insurance in place.
Review
by a verified client in Shropshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting the best returns on capital.
How has Rachel Efetha helped you?
Rachel had a good knowledge not only of good investment opportunities, ( and ways of spreading risk- by having a balanced portfolio) but she was also able to advise on tax implications.
Have you seen the outcome you were hoping for?
Yes, our portfolio has grown and we have taken measures to minimise future inheritance liabilities.
Review
by a verified client in London
9 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I am not good at managing my finances so have had a financial adviser for many years to oversee my small portfolio.
How has Rachel Efetha helped you?
Rachel always explained things thoroughly, like reasons for rebalancing my portfolio or switching from one investment to another. She came to my house, which I appreciated, and was always approachable and friendly.
Have you seen the outcome you were hoping for?
Yes - within the bounds of market movements!.