Carl's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 90 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 84 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 25 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 65 )
Financial Mentoring ( 11 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 39 )
£100k - £200k ( 12 )
Up to £50k ( 9 )
£50k - 100k ( 9 )
First impression
by a VouchedFor user
17 days ago
Overall
Please provide a brief comment about your experience with Carl
Carl took time to understand what i was looking for help with.
Review
by a verified client in West Yorkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago I had disposable income and needed advice on the best way to invest it
How has Carl Hasty helped you?
Carl has continued giving sound advice following on from my other advisors Stuart Matheson and Paul Crapper
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with the advice received
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to sort out my private pension as I retired
How has Carl Hasty helped you?
Transfer to new pension provider, annuity and looking at inheritance taxes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I am very happy
Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The funds I inherited from my godmother/maiden aunt
How has Carl Hasty helped you?
Given us peace of mind as we had no previous experience in this regard.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing we are aware of.
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing and consolidating three pension pots in the passed as well as at retirement.
How has Carl Hasty helped you?
With general advice and guidance over several years to date, inheritance processing and advice for children and relatives, looking ahead particularly those living abroad. Being available to discuss questions and queries over the phone as well as annual reviews at face to face meetings, providing us with information and confidence with our financial position.
Have you seen the outcome you were hoping for?
Yes, the passed has been more financially productive than more recently, but the markets have been less productive, that’s understood as longer term investor’s.
What could they have done better?
Us, being more adventurous investor’s.