Casey's reviews
Reviewed for
Pensions ( 30 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
Up to £50k ( 4 )
£50k - 100k ( 5 )
Review
by a verified client in Stirlingshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest a lump sum of money
How has Casey Crooks helped you?
Casey has taken into consideration our financial monthly needs and geared his advice around this to help us maintain a good standard of life
Have you seen the outcome you were hoping for?
Very pleased with the outcome
What could they have done better?
Nothing
Review
by a verified client in Renfrewshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to plan for my retirement.
How has Casey Crooks helped you?
He helped consolidate my pension plan into a much better system.
Have you seen the outcome you were hoping for?
It has only been a very short period of time
What could they have done better?
nothing
Review
by a verified client in Midlothian
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I sold my house and had money to invest
How has Casey Crooks helped you?
Setting up investments
Have you seen the outcome you were hoping for?
Too early to say
Review
by a verified client in Midlothian
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was struggling to keep track of all my pensions as a contractor I had amassed loads and needed help finding them and keeping on top
How has Casey Crooks helped you?
He found all my pensions, let me know which ones to keep as they had good benefits and then combined the rest into a new pension that has performed well and has kept in touch with me to make sure I'm engaged with the technology
Have you seen the outcome you were hoping for?
yes-peace of mind knowing I'm not leaving ££££s behind
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with advice firms for 30+ years looking after my various accounts
How has Casey Crooks helped you?
Casey has made me feel comfortable in my retirement and secure that I have sufficient money to enjoy my retirement. He has also helped manage my investments very well ensuring I get a very strong return and has made sure my money has grown without paying too much tax.
Have you seen the outcome you were hoping for?
Yes I would say so
What could they have done better?
Nothing for now