Angela's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 19 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 49 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 19 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Review
by a verified client in Tyne and Wear
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complex situation needing good reliable advice.
How has Angela Proctor helped you?
Angela has successfully guided my family and I for over 20 years now and has been great support.
Have you seen the outcome you were hoping for?
Yes, Angela has been an asset.
What could they have done better?
Quite happy.
Review
by a verified client in Renfrewshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice needed
How has Angela Proctor helped you?
Has provided excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family friend and contact
How has Angela Proctor helped you?
Confidence in financial planning and considering options on complex or sensitive matters
Have you seen the outcome you were hoping for?
getting there,
What could they have done better?
cant think of anything
Review
by a verified client in Renfrewshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advcice
How has Angela Proctor helped you?
All ticked items previously
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very good at her job. Keep up the good work Angela
Review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To start a company pension scheme
How has Angela Proctor helped you?
A safe pair of hands for managing my personal pension and assisted with company scheme.
Have you seen the outcome you were hoping for?
Yes, the pension has performed as hoped.