Cathy's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 2 )
Pensions ( 51 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 9 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 6 )
£100k - £200k ( 14 )
( 1 )
Up to £50k ( 13 )
£50k - 100k ( 7 )
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me get my pensions in order and understand the process.
How has Cathy Smith helped you?
To get everything in one place to manage better.
Have you seen the outcome you were hoping for?
Yes. Very helpful, supportive and professional
What could they have done better?
Nothing
Cathy:
Thank you for your review Nina, I look forward to working with you to achieve your goals and aspirations. Kind regards CathyReview
by a verified client in South Yorkshire
4 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Positive changes to my family, housing, and job prompted me to seek comprehensive financial advice and recommendations for long-term investments.
How has Cathy Smith helped you?
Cathy has reviewed all aspects of my finances and encouraged me to review my attitude to financial risk and proposes increased financial contributions to savings and investments. Cathy has consolidated several, small pension pots and transferred savings accounts. Cathy and her team are providing me with ongoing assistance enabling me to comply with somewhat complicated childcare tax regulations.
Have you seen the outcome you were hoping for?
Cathy is prompt to respond to any email or phone call, and handles financial transactions on my behalf at my request. With her encouragement I've been able to increase my regular contributions to pensions and savings. I now feel on a firmer financial footing with advise and assistance readily available.
What could they have done better?
After some initial misunderstandings around tax-free childcare, Cathy subsequent involved her team to provide me with detailed, quantitative information enabling me to comply with regulations.
Repeat review
by a verified client in Derbyshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Cathy Smith helped you since your last review?
Ongoing financial advice
Cathy:
Thank you so much for your review, much appreciated. Merry Christmas!Repeat review
by a verified client in Derbyshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Cathy Smith helped you since your last review?
Ongoing financial advice
Cathy:
Thank you so much for your review, much appreciated. Merry Christmas!Repeat review
by a verified client in Derbyshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Cathy Smith helped you since your last review?
Cathy is always there if I have any questions or queries and is always extremely helpful