Reviewed for
Pensions ( 3 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Financial Planning ( 3 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Client reviews
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Nothing special - a 15 minutes call has resulted to have a experience and trusted financial advisor to guide on Pensions, saving and investment.
How has Brandon Berry helped you?
He guided me through the benefit of saving and investments.
Have you seen the outcome you were hoping for?
Just started - result is yet to come
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Tax bracket efficiency/ Private pension planning and making use of finances to save for the future
How has Brandon Berry helped you?
Brandon has been very friendly, and has provided clear and detailed analysis of my financial situation and various potential options to make use of my current financial path for the future, providing his expert knowledge and financial advice to ensure maximum potential growth of my finance portfolio from pensions contribution to savings given my employment contributions and tax implications.
Have you seen the outcome you were hoping for?
it is still early days, but the advice and next actions have given me confidence for the future and look forward to our continuous relationship
What could they have done better?
Brandon is flexible with his time and is very accommodating, at this stage I have no feedback to improve
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I wanted to review my planning for retirement.
How has Brandon Berry helped you?
He has broken down each element into simple, easy to understand reports. The forecasting has been invaluable, highlighting what I need to save in order to maintain my lifestyle and retire at my target age. Very enlightening!
Have you seen the outcome you were hoping for?
Yes once the planning has been implemented.
What could they have done better?
In my honest opinion, nothing.
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Lack of time to look into the finer details of investment planning.
How has Brandon Berry helped you?
Brandon has helped to add some much needed structure to my investment strategy/portfolio.
Have you seen the outcome you were hoping for?
Yes, and more!
What could they have done better?
N/A