Michael's reviews
Reviewed for
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Down
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and how best to manage finances
How has Michael Geddis helped you?
Made good decisions on advice and encouraged me to make tge best financial decisions for me personally
Have you seen the outcome you were hoping for?
Yes i have iv been pleased
What could they have done better?
I think they do a great job
Michael:
Thanks for taking the time to leave this feedback. I’m really pleased to hear you’ve felt supported with your retirement planning and that the advice has helped you make financial decisions that feel right for you personally. It’s been a pleasure working with you, and I appreciate your trust throughout the process.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Michael
I had an excellent experience meeting with Michael Geddes on two occasions. From the outset, Michael was extremely courteous, attentive and genuinely interested in understanding the financial position and future goals of my husband and I. He took the time to listen carefully and ensured he fully understood the financial situation of us both before offering any guidance. His advice was clearly well informed, professional, and thoughtfully tailored to our specific circumstances, which has given us real confidence and peace of mind in making important financial decisions. Communication throughout was prompt and clear, and we never felt rushed or pressured. We felt supported and valued as clients and will continue to use the service. We have no hesitation in highly recommending Michael and the team at Platinum to anyone seeking financial guidance.
Michael:
Thank you so much for taking the time to share such a thoughtful review. I’m really pleased to hear that you and your husband felt supported throughout our meetings and that the process helped give you confidence and peace of mind around your financial decisions. Taking the time to fully understand each client’s circumstances and goals is something I place great importance on, so it’s especially rewarding to know that came across in your experience. It’s been a pleasure working with you both, and your recommendation means a great deal to both myself and the wider team. Thank you again for your kind words and trust.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Michael
Brilliant! Michael took time to explain things very clearly. He was willing to answer all my questions. If I didn’t understand something he explained it again. I appreciate his help. Thank you!
Michael:
Thank you so much for the feedback! I’m really glad I could help and that the explanations made things clear. It was a pleasure working with you, and I’m always happy to take the time to go over anything until it makes sense. I really appreciate you taking the time to leave this review, thank you again!Review
by a verified client in Antrim
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring from my job and Platinum were recommended.
How has Michael Geddis helped you?
He set up our investment plan, giving us good financial advice.
Have you seen the outcome you were hoping for?
Yes the financial investment has done very well this first year.
What could they have done better?
It was a bit confusing at first but became clearer as we went along.
Michael:
Thank you for taking the time to leave a review. I appreciate your honest feedback and I’m pleased to hear that things became clearer as we went along and that your investment has performed well in its first year. Financial advice can be complex, and I understand that the information can feel like a lot initially. I’m always working to make the process as clear and straightforward as possible from the outset. It’s been a pleasure helping you plan for retirement, and thank you for placing your trust in me.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Michael
Excellent service from Michael. He had expert knowledge and advice about public pensions and financial planning for the future.
Michael:
Thank you very much for your feedback. I’m delighted to hear that you found my advice on the public sector pension and future financial planning helpful. If you ever need further guidance or support, please don’t hesitate to get in touch.