Aaron's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 12 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 29 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 14 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Down
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser when first drawing down my pension
How has Aaron Poltorak helped you?
He helped me with investment advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father enrolled me in a pension scheme when I was 21. I am now 75 and have valued the advice of an adviser like Aaron throughout my life.
How has Aaron Poltorak helped you?
He has guided myself and my wife through the management of our pension schemes plus income and expenditure monitoring so that we have a good expectation of financial stability and security.
Have you seen the outcome you were hoping for?
Yes. Financial Planning over the long term needs nerve and commitment especially when outside pressures challenge decisions and commitments. We are very satisfied with the current outcomes and plans going forward,
What could they have done better?
Aaron has always been available to advise and support. We have bought with confidence.
Review
by a verified client in Cheshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The private pension scheme engaged by my employer provided the service upon retirement.
How has Aaron Poltorak helped you?
Aaron continues to review our finances on an annual basis and has helped us in selecting the best plan for our continued financial wellbeing.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
we are completely satisficed with the service provided.
Review
by a verified client in Staffordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking advice on investment possibilities
How has Aaron Poltorak helped you?
Given confidence in handling our financial affairs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything
Review
by a verified client in Cheshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed an advisor to handle my SIPP
How has Aaron Poltorak helped you?
Explains matters in a simple way with no b……..t
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Back office to act much quicker to back up the actions agreed with Aaron