Kate's reviews
Reviewed for
Insurance and Protection ( 46 )
Mortgages ( 74 )
Pensions ( 105 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 49 )
Auto Enrolment ( 2 )
Investments and Savings ( 67 )
Pension Transfers - Non Specialist ( 36 )
Inheritance Planning ( 26 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 34 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 34 )
£100k - £200k ( 31 )
Up to £50k ( 35 )
£50k - 100k ( 14 )
Review
by a verified client in Durham
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to put all my pensions together
How has Kate Boon helped you?
Kate took all the work away from me as I didn’t feel confident amalgamating all my pensions together. Kate was extremely knowledgeable and made what I thought was a complicated process very easy and I understood every detail as it was explained so well.
Have you seen the outcome you were hoping for?
Yes. I feel confident in the process of my pension
What could they have done better?
To be honest nothing. I have the best experience with 100% confidence in Kate’s performance for looking after my pension.
Review
by a verified client in Tyne and Wear
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a number of occupational pensions and small private pensions which needed to be merged into one pot. Kate made some recommendations which were tailored to our appetite for risk, and we were happy to go ahead based on that advice
How has Kate Boon helped you?
Kate has helped us to merge a number of separate pensions into a fund which is based on our appetite for risk. We can use the fund on a drawdown basis when we need to. The tax free element of the pensions was invested in Stocks and Shares ISA’s to maximise our allowances
Have you seen the outcome you were hoping for?
We have had two annual reviews so far and have seen good returns so far. Kate has explained that investments can go down as well as up, and whilst it was affected by turmoil in US stock markets, we are seeing improvements again
What could they have done better?
I don’t think Kate could have done more than has already been done
Review
by a verified client in West Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family planning inheritance and pension advice
How has Kate Boon helped you?
Developed personal investment plan that was custom to my needs
Have you seen the outcome you were hoping for?
Portfolio has performed well
What could they have done better?
N:a
Review
by a verified client in Tyne and Wear
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pensions starting ,needed help and advice with them
How has Kate Boon helped you?
With the pensions and savings
Have you seen the outcome you were hoping for?
She has shown me where the investments can make more, very happy with her knowledge
What could they have done better?
Don't think she could be better,
Review
by a verified client in Durham
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Kate Boon helped you?
Kate has always given valuable advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing