Geoff's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 18 )
Pensions ( 84 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 16 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 43 )
Financial Mentoring ( 19 )
Financial Coaching ( 10 )
( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
Up to £50k ( 3 )
£50k - 100k ( 8 )
Repeat review
by a verified client in Berkshire
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Pension sorted
Geoff:
Thank you for the feedback!Repeat review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Excellent, always keeps in touch wrt global international finances and how it affects my portfolio
Geoff:
Thank you so much for the very kind feedback. It does mean so much! Speak soonRepeat review
by a verified client in Hampshire
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Hint for arranging the will, pension fund contribution advice, annoul planning meeting including but not limited to risk assessment/level choice.
Geoff:
Thank you so much for completing a review. That is amazingly kind! I love working with you both and look forward to speaking soon.Repeat review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Geoff has kept me updated with market trends, what has happened with my pension pot and offered other advice where appropriate
Geoff:
Hi. Thank you for the amazing feedback. That is incredibly kind and when we talk about market trends at the moment it is an interesting time...both in my world but also in yours based on the Labour and Trump government!Repeat review
by a verified client in Staffordshire
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Geoff regularly checks in with myself to ensure I am abreast of the latest changes in the financial and product market and to make sure our setup is best placed for the future. Things aren’t just quick emails with Geoff, he takes the time to hold one to one calls which is very much appreciated.
Geoff:
Thank you so much for this amazing feedback. We try really hard to encapsulate what you have put in below. All to often in firms you are a number and do not even get to speak with someone. Thank you so much for writing exactly what we want clients to say....may need to put you on a retainer :)