Carl's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 117 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 80 )
Investments and Savings ( 112 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 38 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 86 )
Financial Mentoring ( 15 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 53 )
£100k - £200k ( 14 )
£50k - 100k ( 9 )
Up to £50k ( 11 )
Review
by a verified client in West Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ignorance of finance generally.
How has Carl Hasty helped you?
Mainly the options connected to inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To long ago to remember.
How has Carl Hasty helped you?
Hopefully by increasing my allowance!! Still waiting.As Carl knows he understands my money and I. Do not .
Have you seen the outcome you were hoping for?
It is never enough.I
What could they have done better?
Do not know asI am not a finance man.
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Good review on local news papers
How has Carl Hasty helped you?
Very well about pensions transfer, annuity recommendations.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing else, Carl covered all my request
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice.
How has Carl Hasty helped you?
Good advice
Have you seen the outcome you were hoping for?
Yea]s
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice
How has Carl Hasty helped you?
He has given us good advice on which we could base our investment choices
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing