Geoff's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 18 )
Pensions ( 95 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 23 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 53 )
Financial Mentoring ( 21 )
Financial Coaching ( 11 )
( 3 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 14 )
£100k - £200k ( 7 )
Up to £50k ( 3 )
£50k - 100k ( 9 )
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Geoff
I attended the Professional Collaboration - Budget Briefing Event hosted by Geoff and his team and found this to be incredibly insightful. I came away with various new professional contacts and a lot of discussion points. Looking forward to working within the group to provide the best services to our clients moving forward. Very excited for upcoming events.
Geoff:
Thank you so much for your amazing comments. It was so nice to meet you and I look forward to getting the opportunity to work together in the future.First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Geoff
I have had the pleasure of working with Geoff for several years and have attended sessions led by him, which are always fantastic - being informative, engaging and thought-provoking. Geoff is passionate and highly knowledgeable and I would recommend him to all.
Geoff:
Hi. It was nice to catch up and spend time together. I look forward to following up with you on the 17th. It was great to get some time together again!Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Activities relating to an investment made earlier in another coontry - after relocation
How has Geoff Day helped you?
Investment allocation, selecting appropriate levels of risk exposure. Guidance about proper/suitable activities relating to the pension fund.
Have you seen the outcome you were hoping for?
Yes, certainly.
What could they have done better?
I think performance has been to its best - in current volatile environment and geoplitical uncertainty.
Geoff:
Thank you so much for your amazing comments. I really love working with you guys and your comments mean so much! Let's hope next year is 'boring'!Repeat review
by a verified client in Hampshire
20 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?
I continue to place a high value on the ongoing advice and support that I receive from Geoff. Recently, I asked Geoff if he could offer financial advice to a younger family member, and Geoff duly stepped up to the plate! It is reassuring to know that Geoff is there as and when we need his sage advice and helpful support.
Geoff:
Thank yo so much for the amazing comments. Always there to help whenever you or your family need it. Look forward to catching up soon.Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We contacted Geoff to consolidate our pensions and investments.
How has Geoff Day helped you?
Geoff has grown our assets securely and has provided sound financial advice in simple and understandable language. He has always assessed our family and business situation and compensated effectively.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing.
Geoff:
You are such a pleasure to work with. I love catching up and since starting together, we have really been through it all, have we not! Covid, kids into Uni, business changes, etc. However, you are always smiling and great fun to work with. Thank you very much for the lovely feedback!