Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 21 )
Pensions ( 43 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 40 )
Financial Mentoring ( 12 )
Financial Coaching ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Up to £50k ( 9 )
£50k - 100k ( 2 )
Repeat review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Naomi has continued to remain in regular contact with me. Naomi has responded to any of my queries within 24 hour, if not, a maximum of 48 hours. Naomi, analyses my financial situation holistically, for example, she is always contemplating my wife's financial situation and advises me on the best way to maximise each of ours tax allowances. My wife and I are actually meeting her early next month. Naomi is super considerate and will always come to wherever best suits me, recognising my mobility constraints.
Repeat review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Naomi has been especially helpful in giving advice in regards to my pension and mortgage. She has also given me advice with my saving investments.
Repeat review
by a verified client in London
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Expert advice on financial and inheritance planning as well as pension allowances.
Repeat review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
She has helped me with ongoing financial advice such as how to fund a kitchen revamp. I know that if I have a question to do with my finances I can always contact her for help.
Repeat review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
We recently moved house and Naomi made the whole mortgage aspect of that experience smooth and stress-free. Always on hand to answer any queries big or small, and ensured we got the best rates possible. Would highly recommend!