Madeleine's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 100 )

Retirement income (annuities, drawdown) ( 52 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 25 )

Inheritance Planning ( 14 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 24 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 26 )

£200k - £500k ( 24 )

£100k - £200k ( 9 )

£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 Gloucestershire

5 days ago

Overall

Value

Service

Advice

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

Because I had multiple company pensions and wanted the best way to consolidate them all

How has Madeleine Hollands helped you?

My pension pot is on target to allow me to retire before pension age

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably a question for post-retirement

Madeleine:

Thank you for your kind review and for taking the time to share your experience. We’re delighted you’ve been happy with our advice and service, and we really appreciate your continued trust and support.
Review

by a verified client in Herefordshire

9 days ago

Overall

Advice

Service

Value

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

Our previous Adviser retired.

How has Madeleine Hollands helped you?

Checking our investments are right for us, and planning for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are quite satisfied.

Madeleine:

Thank you very much for taking the time to leave such a positive review. It’s always great to hear that you have found our advice and ongoing support helpful. We really value your trust and look forward to continuing to work with you and support you with your financial plans in the years ahead.
Review

by a verified client in Gloucestershire

2 months ago

Overall

Advice

Service

Value

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

I have had a relationship with CIFA for approx. 20 years. I wanted objective, reasoned advice and not be subject to the feeling I was being sold too. I feel that CIFA offer a good balance of proactive advice without be patronising.

How has Madeleine Hollands helped you?

Ongoing advice on tax efficiency and inheritance planning

Have you seen the outcome you were hoping for?

Currently both my ISA's and SIPP are seeing healthy growth that i'm more than happy with. I also feel I can see a path of minimising my IHT liabilities.

What could they have done better?

Nothing to add here

Madeleine:

Thank you for taking the time to leave your review. I really appreciate your feedback and we are so pleased you’ve been happy with the advice and support you’ve received so far. It’s been a pleasure helping you with your financial planning, and I look forward to continuing to support you.
Review

by a verified client in Gloucestershire

2 months ago

Overall

Advice

Service

Value

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

Uncertainty about investments

How has Madeleine Hollands helped you?

Provided reassurance re investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing occurs to me

Madeleine:

Thank you for taking the time to leave your review. We always appreciate your feedback and are so pleased you’ve been happy with the advice you’ve received so far. I look forward to continuing to support you both.
Review

by a verified client in Somerset

3 months ago

Overall

Advice

Service

Value

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

To help me with my finances

How has Madeleine Hollands helped you?

Moved me to a better pension company

Have you seen the outcome you were hoping for?

Yes I am pleased

What could they have done better?

Madeleine couldn’t have done Nothing better I am pleased with the way she advises me with things.

Madeleine:

Thank you for your feedback. I do appreciate you taking the time to share your experience with us, and I'm pleased to hear you feel well looked after.