Carl's reviews
Reviewed for
Insurance and Protection ( 71 )
Mortgages ( 18 )
Pensions ( 237 )
Equity Release ( 14 )
Retirement income (annuities, drawdown) ( 132 )
Investments and Savings ( 262 )
Pension Transfers - Non Specialist ( 42 )
Inheritance Planning ( 48 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 47 )
Financial Mentoring ( 4 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 85 )
£200k - £500k ( 84 )
£100k - £200k ( 19 )
( 1 )
Up to £50k ( 15 )
£50k - 100k ( 28 )
Review
by a verified client in Perthshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tax advice
How has Carl Melvin helped you?
Established my needs and provided solid advice
Have you seen the outcome you were hoping for?
Too early to say but agree with the approach and understand the advice
What could they have done better?
Karl’s approach exceeded my expectations and I am happy with the initial outcome and understand the actions suggested
Carl:
Happy to help, Fergus CarlReview
by a verified client in Ayrshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
21 years ago, my wife and I needed our pensions to be rationalised and advice in investing to meet our goals
How has Carl Melvin helped you?
He has given us advice on where to invest in order to achieve our goals.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Carl
Carl was very helpful provided advice and options regarding Inheritance tax. Took time to explain and not pushy I would recommend Carl.
Carl:
Many thanks Janice - much appreciated ! CarlReview
by a verified client in Renfrewshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To see if my finances could be better arranged
How has Carl Melvin helped you?
Recommended paying more into my pension and how to potentially pay less tax
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Renfrewshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning / Lifesyle Review
How has Carl Melvin helped you?
Very helpful in handling dynamic projections, clear modelling and advice on lifestyle Planning.
Have you seen the outcome you were hoping for?
Yes - excellent clear advice, dynamic plan. Ideal
What could they have done better?
N/a