Reviewed for

Pensions ( 7 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 1 )

Financial Planning ( 1 )

Reviewers' assets

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Client reviews

First impression from a user who is not yet a client

July, 2024

Overall

Please provide a brief comment about your experience with Michael

We had a very helpful and informative meeting with Michael who was excellent at helping us understand the current situation with our finances, looking forward to retirement. Thank you.

Michael's reply

Thank you very much for your kind review Mark. I’m thrilled to hear that our meeting was helpful and informative for you. It was a pleasure assisting you in understanding your financial situation and planning for your retirement. If you have any more questions or need further guidance, please feel free to reach out to me. I'm here to help every step of the way.

First impression from a user who is not yet a client

July, 2024

Overall

Please provide a brief comment about your experience with Michael

Michael was really helpful and professional. Very impressed.

Michael's reply

Thank you for your kind words Jenny! I'm delighted to hear that you were impressed with my service. It was a pleasure assisting you, and I’m glad I could help. If you have any further questions or need additional assistance, please don’t hesitate to reach out.

First impression from a user who is not yet a client

June, 2024

Overall

Please provide a brief comment about your experience with Michael

It was a pleasure to work with Michael. He had a very pleasant and helpful manner, and he explained things in a very concise and simple way. He was easy to understand and good knowledge around pensions and retirement. The session was very thought provoking for both my husband and I as we work towards planning for our retirement, and we felt like he'd given us good practical advice. Thank you Michael for your help.

Michael's reply

Thank you so much for your lovely review Jane! It was a pleasure to work with you and your husband. I'm glad to hear that you found our session helpful and that my explanations were clear and easy to understand. Helping you navigate your pension and retirement planning is very important to me, and I'm delighted to know that the advice provided was practical and thought-provoking for both of you. If you have any questions or need further help as you continue planning for your retirement, please don't hesitate to reach out. I'm here to help!

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Michael

Michael was very easy to talk to. He explained everything so that I could easily understand. It is great to have a clear idea of what the future holds in terms of finance after I retire.

Michael's reply

Thank you for your kind words! I'm glad to hear that our discussion was helpful and that you found the information easy to understand. Providing clarity and insight into your financial future is always my goal, and I'm pleased to have achieved that for you. If you ever have any more questions or need further assistance as you approach retirement, please feel free to reach out. It was a pleasure working with you, and I appreciate your recommendation! Best wishes for your future plans.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Michael

When I arrived for my appointment I was immediately put at ease by Michael who explained exactly what the interview would entail. He explained everything very clearly and made sure I understood everything he was saying. He answered all queries I had clearly. I would fully recommend Michael to anyone wishing to use his services.

Michael's reply

Thank you so much for taking the time to leave such a positive review. I'm delighted to hear that your experience during our appointment was a pleasant one and that I was able to put you at ease. Ensuring clarity and understanding is always a top priority for me, so I'm glad to know that my explanations were helpful and that I could address all of your queries effectively. Your recommendation means a lot to me, and should you need assistance in the future or know of anyone who could benefit from my services, please don't hesitate to reach out. Once again, thank you.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Michael

Michael met my husband and I to discuss our financial plans for retirement. In particular he was looking at how best I could achieve a more sustainable work-life balance leading up to retirement. Michael was mannerly and knowledgeable. After assessing our needs and wishes he advised us on a number of options which we are now considering. This meeting was extremely beneficial and we appreciate the advice given. Thank you Michael.?

Michael's reply

Thank you for leaving a 5 star review and for your kind words Jennifer! I am delighted to hear that I was able to provide you with valuable advice during your meeting and that I was able to assess your needs and wishes effectively. Achieving a sustainable work-life balance is so important, especially as retirement approaches. If you have any further questions or need assistance, feel free to reach out. I look forward to continuing to support you on your financial journey. Thanks again.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Antrim

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

I intend to take early retirement from teaching in June and needed advice and guidance about pensions etc .

How has Michael Geddis helped you?

Michael was very helpful . He was able to project my pension amounts and also explain the different options which I could explore if I decide to retire or not .

Have you seen the outcome you were hoping for?

Yes. Figures were available for me to see and take home to help me make decisions .

What could they have done better?

Totally happy with the whole experience. Michael was very pleasant to talk to , he knew what he was talking about and was able to suggest future action .

Michael's reply

Thank you Susan for taking the time to share such positive feedback. I am delighted to hear that the figures provided were helpful in aiding your decision-making process for your early retirement in June. It has been a pleasure to support you! Thanks again.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Antrim

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

A follow up appointment after the Union webinar.

How has Michael Geddis helped you?

Totally. He was such a friendly but professional advisor and has made my options very clear

Have you seen the outcome you were hoping for?

I certainly have and feel very reassured

What could they have done better?

No

Michael's reply

Thank you so much for your 5* review, Alison. I appreciate you taking the time to share such positive feedback. I am delighted to hear that you feel confident in the advice you have received and that you now have a better understanding of your options. It has been a pleasure to support you and I am thrilled to hear that you would recommend me to others in the future! Thanks again.

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Michael

I availed of the complimentary consultation with Michael after I had attended the pre-retirement webinar through my work. He took me through the NILGOSC my online pension and explained well anything I was not sure of. He simplified things so I could have a clearer understanding in order to make a decision about my pension and possible early retirement. He sent me an income and expenditure form which I can tailor for my own needs. I found the meeting with Michael very helpful and easy to understand.

Michael's reply

Thank you so much for your 5 star review, Paula. I really appreciate you taking the time to share such positive feedback. Delighted that I was able to explain things in a way that you could understand and you now have a better understanding of your options at retirement. It has been a pleasure to support you. Thanks again.

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Michael

Michael was well prepared for our consultation and he presented knowledgeable, confident and helpful.

Michael's reply

Thank you for your 5 star review, I really appreciate it. Delighted to hear how happy you are with your initial consultation that took place and that you now feel more confident about the topics discussed. If I can be of any more help in the future, please don't hesitate to reach out to me. Thanks again!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Armagh

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

I needed information about my pension and had quite a few questions

How has Michael Geddis helped you?

Michael answered all my questions in a clear and concise way using language I understood!!! I finished out appointment feeling a lot clearer and well informed about my pension

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Absolutely nothing

Michael's reply

Thank you, Dana, for taking the time to leave me such a lovely review. I very much appreciate it. I am really pleased to hear that you have found my advice clear and concise and that by working together, you feel more confident and informed about your pension. It has been a pleasure to support you. Thanks again, Dana.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Down

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

I had retired and needed help with setting up my pension.

How has Michael Geddis helped you?

Michael has been extremely helpful explaining everything and giving me the best advice.

Have you seen the outcome you were hoping for?

Yes all is now set up and running.

What could they have done better?

I don’t think that question is relevant as everything was done to my satisfaction.

Michael's reply

Thank you so much for your 5* review, Heather. I appreciate you taking the time to share such positive feedback. I am delighted to hear that you feel confident in the advice you have received and that you have a better understanding of your pension and we now have that set up and working well for you. It has been a pleasure to support you. Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Londonderry

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

Looking at my retirement options and needed a bit of independent but experienced advice/information on the subject.

How has Michael Geddis helped you?

Michael was very professional & friendly, listening to what my early thoughts were and why I was looking into the matter. He explained the background to how he could help and then demonstrated very clearly and more importantly in a manner I could follow my possible options.

Have you seen the outcome you were hoping for?

Yes. In fact it was better than what I was expecting.

What could they have done better?

Nothing springs to mind.

Michael's reply

Thank you so much for your 5* review, Martin. I really appreciate you taking the time to share such positive feedback. Delighted that I was able to explain things in a way that you could understand and hopefully this will really help with your understanding of your retirement options. It has been a pleasure to support you. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

Platinum were recommended by a colleague. I attended a pre retirement webinar and decided I would like to investigate my options further.

How has Michael Geddis helped you?

My knowledge of pensions was limited and Michael took the time to explain the options that might best suit my needs in the future. He was very patient and answered many questions. Very professional and welcoming.

Have you seen the outcome you were hoping for?

Yes I was better informed and home with relevant options to consider.

What could they have done better?

Nothing

Michael's reply

Thank you, Andrea, for this wonderful 5* review. I really appreciate you taking the time to share your feedback. I am delighted to hear that I have been able to assist you in planning for your future and that you now have a better understanding of the options available to you. It has been a pleasure to support you, and I look forward to continuing our positive relationship. Thanks again, Andrea.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Tyrone

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

I needed advice on planning my retirement.

How has Michael Geddis helped you?

Michael explained what my annual pension statement meant. Using a calculator,he was able to show me predicted pension figures for the next two years. He explained the importance of looking at my expenditure to see if the pension I might receive would be adequate for my needs.

Have you seen the outcome you were hoping for?

I have now a more realistic idea of what my pension income may be and I have a better idea now how to plan for retirement.

Michael's reply

Thank you so much for your review, Roisin. I really appreciate you taking the time to share such positive feedback. It's great to hear that you value my advice and I’m glad that I was able to give you a better idea of your income in retirement. This will help you plan for the future and ultimately help you achieve your financial goals. It has been a pleasure to support you and I look forward to continuing our positive relationship. Thanks again.