Mike's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 4 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Review
by a verified client in Hampshire
2 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 !
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to plan for the future and to manage various aspects of my financial investments on an ongoing basis in regard to constantly changing taxes, markets and financial rules.
How has Mike Osmond helped you?
Mike has been an invaluable asset over many decades now giving me sound advice on every aspect of finance from Mortgages, Insurances, Endowments through to Pension Planning and Inheritance Taxes and ultimately my family’s financial protection after I pass on.
Have you seen the outcome you were hoping for?
Very much so, I can honestly say that in all the years that Mike has advised me everything that he has advised me on has proven to be sound and has always had the desired outcome.
What could they have done better?
I don’t think that anything could have been done better. Mike has worked along side me as a financial advisor and friend for so many years now, tweaking my finances where necessary without making too many radical decisions that could have led to instability at volatile times.
Mike:
Thank you so much for your kind words and continued trust over the years. It’s been a real privilege to support you through so many different stages of life and financial planning. I’ve always believed that good advice should be steady, thoughtful, and tailored to each individual’s circumstances – especially during times of market uncertainty – so I’m really pleased to hear that this approach has given you confidence and stability. Helping you plan not just for your own future, but for your family’s financial security too, has been an important part of our journey together. I genuinely value the relationship we’ve built and look forward to continuing to support you and your family in the years ahead.Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When the Virgin Money branch in Southampton closed.
How has Mike Osmond helped you?
Advice on investments
Have you seen the outcome you were hoping for?
considering the markets yes
What could they have done better?
not much
Mike:
Thank you for your feedback – I really appreciate you taking the time to share your experience. It’s been a pleasure helping you navigate your investment options, particularly given the challenges in the markets. I’m pleased to hear the outcomes so far have met your expectations, and that the transition to working together after the Virgin Money branch closure has been a positive one. Thank you again for your trust – I look forward to continuing to support you.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Mike for over 30 years. He was originally recommended to me by my accountant for investment advice.
How has Mike Osmond helped you?
Mike has provided investment advice, mortgage advice and pension advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of.
Mike:
Thank you for taking the time to leave a review, and for your continued trust over so many years. It’s been a real privilege to work with you across different stages of life, providing support with investments, pensions and mortgage advice along the way. I’m especially grateful that our relationship began through a recommendation – something I never take for granted. Knowing that the advice has delivered the outcomes you were hoping for is incredibly rewarding, and I look forward to continuing to support you in the years ahead.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not applicable
How has Mike Osmond helped you?
Professional advice over many years. Always helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not applicable
Mike:
Thank you for your kind words and continued trust over the years. It’s been a pleasure supporting you throughout your financial journey, and I’m really pleased to know that the advice has remained helpful and consistent. Building long-term relationships with clients is something I truly value, and I’m glad the support has met your expectations. Thanks again for taking the time to leave a review – I look forward to continuing our work together.