Angela's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 20 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 54 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 21 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Dunbartonshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement Planning
How has Angela Proctor helped you?
Provided sound advice on affordability of retiring, savings/investments and insurance.
Have you seen the outcome you were hoping for?
Projections are on target to meet the desired outcome.
What could they have done better?
Nothing I am aware of
Review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
for peace of mind
How has Angela Proctor helped you?
great advice over the years
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in West Lothian
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for my retirement
How has Angela Proctor helped you?
She has detailed out the options for my pension and has made me comfortable that I’m going forward in a way that suits me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.. I am comfortable that the options I have taken suit me best
Review
by a verified client in Renfrewshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having known Angela for years and having experienced her advice and knowledge I have no hesittion to recommending her to my friends abd family,
How has Angela Proctor helped you?
Pensions, investments Inheritance Tax Planning
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Nothing I am aware of.
Review
by a verified client in Renfrewshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve been a client of Angela for about 18- 20 years
How has Angela Proctor helped you?
By getting me the correct insurance cover & advice around this. By getting me the best pension and investment advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No complaints- very good at explaining