Carl's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 110 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 73 )
Investments and Savings ( 103 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 32 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 80 )
Financial Mentoring ( 15 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 49 )
£100k - £200k ( 14 )
£50k - 100k ( 9 )
Up to £50k ( 10 )
Review
by a verified client in Cumbria
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance & planking
How has Carl Hasty helped you?
Advice on reducing tax liabilities, and inheritance as well as income/protection
Have you seen the outcome you were hoping for?
Yes Very much so
What could they have done better?
Not aware of anything that could be improved upon
Review
by a verified client in North Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold a business
How has Carl Hasty helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Review
by a verified client in North Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sort my finances out
How has Carl Hasty helped you?
Yes he has been very good
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had an advisor most of my working life. I have largely stuck with the same firm, in its various incarnations and with three advisors over the years. Sadly one died and the other has ceased practicing due to long term illness. Carl is the latest of the three and he is no less competent and helpful.
How has Carl Hasty helped you?
He has helped me plan for my retirement, by addressing my mind to my likely retirement needs and marrying that up with my current likely investment returns so I can see what further action is required.
Have you seen the outcome you were hoping for?
In terms of having clarity about my future needs and how that is reflected in my likely returns, then that objective has been met by Carl. In terms of achieving the goal of having sufficient funds to meet my future needs, I believe I am on track to achieve that objective.
What could they have done better?
Nothing that I can think of.
Review
by a verified client in West Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received a generous legacy.
How has Carl Hasty helped you?
Taken over from his predecessor in managing my assets. I don't understand money management and rely on professional advice.
Have you seen the outcome you were hoping for?
I guess so
What could they have done better?
Not sure