Yvonne's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having previously worked for Thornton Springer it was a natural progression that I had them take care of my investments. I have had more than one person over the years but always been happy with the advice given to me.
How has Yvonne Schrader helped you?
Yvonne has been my advisor over the past few years and has always patiently listened to my needs over the past ever changing times. So far her advice has always worked for me. Long may it continue.
Have you seen the outcome you were hoping for?
Yes, so far all has worked well.
What could they have done better?
Sometimes my requests have taken longer than expected before completion - not sure quite why ?
Review
by a verified client in Kent
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Loss of husband to cancer.
How has Yvonne Schrader helped you?
understanding my risk and investments as well inherited late husbands pension
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to provide something for my retirement
How has Yvonne Schrader helped you?
By investing my money wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Made me a millionaire!
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions and wanted them all in one place
How has Yvonne Schrader helped you?
She does my annual review and is happy to come to my home to discuss the outcome of how the pension and ISA has performed over the last year
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Well I suppose if the markets were mor stable I could have made more money - but that is just the way of the world
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on pension planning
How has Yvonne Schrader helped you?
Yvonne is very patient, she talks me through things I don't understand.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I don't think so