Luis's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wealth management, Inheritance planning
How has Luis Amato helped you?
Luis has given clear and expert advice regarding inheritance planning taking into account the wider and long-term picture meeting the needs of all involved
Have you seen the outcome you were hoping for?
Absolutely with an excellent approach and sensitivity to the discussions
What could they have done better?
Nothing could be improved
Review
by a verified client in South Yorkshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement of husband
How has Luis Amato helped you?
Luis has helped me make sense of my financial status, including pensions, so that I can plan for my future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything Luis could have done better. He listens very well and shows understanding of my individual situation. He is respectful of my decisions and gives solid advice based on my preferences and current situation.
Review
by a verified client in Manchester
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mothers incapacity to make financial decisions. Legacy from abroad willed to my mother.
How has Luis Amato helped you?
Advice, helping set up investment and foreight exchange platform. Continued advice on inverstmens
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Its always difficult to know what fees are being charged and where, not Luis's problem but the sector and how arrangements work between plaforms etc.
Review
by a verified client in Oxfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt that the adviser I have been with for sometime did not provide me with the hand's on service I was looking for.
How has Luis Amato helped you?
I have decided to move all my investments and pension over to Luis and HFMC for them to manage on my behalf
Have you seen the outcome you were hoping for?
Absolutly
What could they have done better?
So far Luis as exceeded my expectations in all aspects
Review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an advisor that I had been working with for approx 17 years and felt that he was not proactive enough and only responded to questions when I asked them. I wanted someone that was going to actively and proactively look after my pension and investments and make solid recommendations as and when required and not just when I ask for them.
How has Luis Amato helped you?
I have found Luis to be very knowledgeable and proactive in making recommendations that would be beneficial to me.
Have you seen the outcome you were hoping for?
In the time I have been with Luis I have found him to be proactive with my best interests in mind, In regards my investments.
What could they have done better?
At this stage I have been very happy with the advise I have been given.