Madeleine Hollands

Madeleine Hollands

Cheltenham Independent Financial Advisers Ltd

Madeleine's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 89 )

Retirement income (annuities, drawdown) ( 46 )

Investments and Savings ( 52 )

Pension Transfers - Non Specialist ( 24 )

Inheritance Planning ( 7 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 13 )

Financial Mentoring ( 5 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 21 )

£200k - £500k ( 17 )

£100k - £200k ( 8 )

£50k - 100k ( 6 )

Up to £50k ( 13 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Leicestershire

17 days ago

Overall

Advice

Service

Value

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

Consolidation of multiple pension schemes

How has Madeleine Hollands helped you?

Asvised on the best scheme to transfer the pension schemes into with the access and drawback options that i wanted, agreed the risk levels for investments that i was comfortable with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The American people could have voted in a different President.

Review

by a verified client in Leicestershire

17 days ago

Overall

Advice

Service

Value

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

The desire to consolidate multiple pension schemes

How has Madeleine Hollands helped you?

Advised on the correct scheme into which the pensions have been consolidated, the level if risk with which i am comfortable for thebinvestment portfolio, access to drawdown funds.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

The American people could have voted in a different President.

Madeleine:

I sincerely appreciate your continued trust and the positive feedback regarding my services. It is always a pleasure to assist you and I look forward to continuing to work together to achieve your current and future financial objectives.
Review

by a verified client in Herefordshire

22 days ago

Overall

Value

Service

Advice

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

My pensions advisor sold his business to the Cheltenham Independent Financial Advisors and recommended the switch

How has Madeleine Hollands helped you?

Developed an understanding of my pension needs, with recommendations to maximise and protect my pension aspirations

Have you seen the outcome you were hoping for?

Good sound plans and advise on short term planning

What could they have done better?

Monitor the current markets and advise regularly and promptly

Review

by a verified client in Gloucestershire

23 days ago

Overall

Advice

Service

Value

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

My pension and investments.

How has Madeleine Hollands helped you?

To understand my bond regarding paying tax etc. Receiving advice on future pension payouts.

Have you seen the outcome you were hoping for?

I have so far!

What could they have done better?

Nothing that I am aware of.

Review

by a verified client in Gloucestershire

24 days ago

Overall

Advice

Service

Value

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

Looking at pension plans and investments

How has Madeleine Hollands helped you?

Giving confidence and reassurance

Have you seen the outcome you were hoping for?

Absolutely