Conrad's reviews
Reviewed for
Insurance and Protection ( 12 )
Pensions ( 30 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 25 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 6 )
£50k - 100k ( 6 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Conrad Balatoni helped you since your last review?
Conrad continues to meet with me at least 1 x year to go over my pension and recommend changes he thinks will benefit me over the medium/ long term. He keeps updated with my personal circumstances and puts forward other areas I may wish to consider.
Repeat review
by a verified client in Stirlingshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Conrad Balatoni helped you since your last review?
Conrad has helped us to consolidate and enhance our savings and provide us with solid financial planning as we approach retirement. We’re delighted to continue to be his clients and we would heartily recommend him to others.
Repeat review
by a verified client in East Lothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Conrad Balatoni helped you since your last review?
Guidance with financial assistance
Repeat review
by a verified client in West Lothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Conrad Balatoni helped you since your last review?
Since my last review, Conrad has continued to provide excellent financial advice and support. He keeps me well-informed about market changes and ensures my pension is managed effectively. Our annual face-to-face meetings are invaluable in reviewing performance and making any necessary adjustments. I trust Conrad’s expertise and appreciate his proactive approach to securing my financial future.
Repeat review
by a verified client in Midlothian
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Conrad Balatoni helped you since your last review?
We have had two meetings with Conrad since my last submitted feedback. In June we met to arrange my initial withdrawal of some tax free cash. I had some debts that needed addressing and we chatted through the amount to be withdrawn, and suggestions on where to invest for the short term while we balanced our finances. We then had a second meeting in December to review fund performance and agree withdrawals for the coming six months, which included the settlement of car finance and our outstanding mortgage. We also reviewed fund choice.