Caroline's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 11 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 24 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Lincolnshire
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Caroline Allen helped you since your last review?
Caroline hs continued giving great advice and my funds have faired very well against the market
Caroline:
Thank you for the review, I appreciate your comments.Repeat review
by a verified client in Durham
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Caroline Allen helped you since your last review?
Pension review to ensure on track for retirement and help and guidance with redundancy payment
Caroline:
Thank you for your review, it's a pleasure working with you :)Review
by a verified client in East Riding
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being self employed I needed to arrangea pension fund
How has Caroline Allen helped you?
Caroline is amazing, has guided uson the best options for us
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a
Caroline:
Thank you for the review, it's a pleasure working with you both.Review
by a verified client in East Riding
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To review my existing financial arrangements and to start planning for my retirement.
How has Caroline Allen helped you?
Yes, Caroline has been exceptionally helpful.
Have you seen the outcome you were hoping for?
Yes as I can now start planning for the next stage of my financial future.
What could they have done better?
Nothing
Caroline:
Thank you for your kind comments, much appreciated.Repeat review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Caroline Allen helped you since your last review?
Caroline has kept in touch, I find the emails and updates from Caroline really useful and informative. I know that I can contact her if I am worried. The annual review is a great time to see how things are changing and what difference this makes to our future plans/needs. I am happy that Caroline has my best interests heart.
Caroline:
Thank you for your kind comments, it's a pleasure working together.