Richard's reviews

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 72 )

Retirement income (annuities, drawdown) ( 61 )

Auto Enrolment ( 4 )

Investments and Savings ( 52 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 13 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 37 )

Financial Mentoring ( 6 )

Financial Coaching ( 6 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 23 )

£100k - £200k ( 10 )

Up to £50k ( 3 )

( 1 )

£50k - 100k ( 3 )

Review

by a verified client in Flintshire

14 days ago

Overall

Advice

Service

Value

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

I needed a good personal pension adviser

How has Richard Carew helped you?

He’s guided and helped my pension pot grow more than I would have expected

Have you seen the outcome you were hoping for?

So far - fingers. Tossed

What could they have done better?

Nothing at this stage

Review

by a verified client in Flintshire

14 days ago

Overall

Advice

Service

Value

How has Richard Carew helped you since your last review?

Keeps me updated and assisted me with my pension advice.

Review

by a verified client in Flintshire

a month ago

Overall

Advice

Service

Value

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

To ensure that I was doing the best with my pensions.

How has Richard Carew helped you?

Richard has give me excellent advice over the past ten years advising which companies he felt would be the best for my needs.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

I do not believe Richard could have done anything better.I have always been able to contact Richard or his office if I have any concerns.

Review

by a verified client in Flintshire

a month ago

Overall

Advice

Service

Value

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

Not experienced in financial matters.

How has Richard Carew helped you?

Enabled me to be better informed about my investments.

Have you seen the outcome you were hoping for?

Yes, totally, better than expected.

What could they have done better?

Nothing.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Richard

Everything was clearly explained