Mike's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 4 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unexpected change in my marital status and financial situation.
How has Mike Osmond helped you?
I now feel secure for the future.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Can't think of anything.
Mike:
Thank you for taking the time to leave this review — I really appreciate your kind words and am pleased to hear that you’ve had such a positive experience. I understand that an unexpected change in personal and financial circumstances can bring a great deal of uncertainty, so it’s especially rewarding to know that the support and advice I’ve provided have helped you feel more secure about the future. Financial planning is often about creating clarity and confidence during periods of change, and my aim is always to provide guidance that helps clients make informed decisions and feel reassured about the road ahead. I’m delighted to hear that the outcome has been what you were hoping for. Thank you again for placing your trust in me and allowing me to support you through this important stage. I look forward to continuing to work with you and helping you stay on track towards your future goals.Review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been dealing with Mike for over 30years
How has Mike Osmond helped you?
Mike is fantastic. Always very knowledgable and trust him 100%. He advises me on pensions mortgage and other financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mike:
Thank you for taking the time to share your experience and for your continued trust over the past 30 years. It truly means a great deal to me. I am delighted to hear your kind comments, particularly your recognition of my knowledge and the trust you place in my advice. Supporting you across pensions, mortgages and other financial matters over such a long period is a responsibility I take seriously, and I am pleased to know you feel well supported. It is also excellent to hear that you have achieved the outcomes you were hoping for. Building long-term relationships and providing consistent, reliable advice tailored to your evolving circumstances is at the heart of what I do. Thank you again for your feedback and your ongoing confidence. I look forward to continuing to support you with your financial planning for many years to come.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Saving for retirement
How has Mike Osmond helped you?
Always sound unbiased advice
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Mike:
Thank you for taking the time to share your experience. We really appreciate your kind feedback, particularly your comments about receiving clear and unbiased advice throughout your journey with us. It is great to hear that you initially sought guidance for retirement planning and that you feel the support provided has helped you move confidently towards your goals. Achieving the outcomes you were hoping for is always our aim, so it is especially rewarding to know that this has been your experience. Providing balanced, transparent advice that is tailored to each client’s circumstances is central to how we work, and your feedback reinforces the value of that approach. Thank you again for your trust and for recommending our services. We look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I entered a business partnership.
How has Mike Osmond helped you?
Advice on drawing down my pension and administrating a platform.
Have you seen the outcome you were hoping for?
Yes, with my limited funds.
What could they have done better?
Unsure.
Mike:
Thank you for taking the time to leave this review. I really appreciate your feedback and am pleased to hear that you have had a positive experience. It is good to know that, at the point of entering a business partnership, you sought advice and that I have been able to support you with drawing down your pension and administering the platform. These are important decisions, and having clear, practical guidance can make a real difference in helping you move forward with confidence. I am also pleased to hear that you have achieved the outcome you were hoping for, particularly within the context of your available funds. Effective financial planning is about making the most of the resources you have and ensuring they are working in a way that supports your needs and objectives. Thank you again for your review and for placing your trust in me.Review
by a verified client in Hampshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mike has been our financial advisor for 28 years, and we originally asked for mortgage advice.
How has Mike Osmond helped you?
Mike has been our financial advisor for 28years, and has always given us sound mortgage, investment, and general financial advice. He has seen us through financing our house, school fees and an extension over the years, as well as making sure we have the insurance cover we needed for financial security. He now manages some investments for us. He has always given us advice based on the best thing for us, and left the choices to us to decide, even though sometimes these weren’t the most rewarding for him. He has also given advice to most of our family and friends ! I can’t recommend Mike highly enough.
Have you seen the outcome you were hoping for?
Yes !
Mike:
Thank you for taking the time to leave such a thoughtful review. I really appreciate your kind words and am honoured to have supported you with your financial planning over the past 28 years. It is especially meaningful to know that what began with mortgage advice has grown into a long-standing relationship covering so many important stages of your life, from financing your home and school fees to planning for an extension, arranging appropriate insurance protection and now managing investments. Supporting clients through changing circumstances over many years is one of the most rewarding parts of financial advice. I am also very grateful for your comments about the way I approach advice. My aim has always been to recommend what is genuinely right for each client’s needs and priorities, so it means a great deal to hear that this has come through in our work together. Thank you again for your generous feedback, your trust over the years, and for recommending me to your family and friends.