Colin's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 12 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£50k - 100k ( 1 )
Review
by a verified client in Surrey
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning to retire
How has Colin Hare helped you?
Gave me a number of options to review and provide some outstanding advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure I can think of anything!
Review
by a verified client in Surrey
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were nearing retirement and wanted advice on next steps for a personal pension, investment of savings and financial planning
How has Colin Hare helped you?
Excellent work on identifying the best way forward with the personal pension, provided a comprehensive financial plan based on our discussions on our lifestyle needs and risk appetite and offered good quality savings options.
Have you seen the outcome you were hoping for?
Yes, all going as planned.
What could they have done better?
To be honest not a lot!
Review
by a verified client in Surrey
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a complicated Pension situation
How has Colin Hare helped you?
Colin was the first financial advisor to explain the situation to me in a way that I could understand. He is knowledgable and patient and speaks in a jargon-free way. He also listens very well.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No. Colin is always available and responds very efficiently to requests for information
Review
by a verified client in Lincolnshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Berevement.
How has Colin Hare helped you?
Sorting my husbands financial affairs and helping me plan my future investments and income.
Have you seen the outcome you were hoping for?
Yes I have. Obviously the latest financial news makes predicting future finances difficult.
Review
by a verified client in Berkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General financial advice.
How has Colin Hare helped you?
With a review of my financial situation especially as I am getting older and not enjoying good health. With Inheritance Tax planning.
Have you seen the outcome you were hoping for?
Yes, very much so .
What could they have done better?
Nothing. Colin always deals with my queries in a fast and efficient manner. I trust and respect his advice.