Aaron's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 52 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 19 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 45 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 24 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Northamptonshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired we decided that we needed expert assistance with the monies we had to invest
How has Aaron Poltorak helped you?
Aaron has been available to answer our queries and point us in the right direction
Have you seen the outcome you were hoping for?
Yes , our investments are fortunately still moving in the correct direction
What could they have done better?
Nothing have always been able to contact Aaron , generally by email.
Review
by a verified client in Shropshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and our previous PFA moved area
How has Aaron Poltorak helped you?
Helped in monitoring out investments and advising on their financial outcomes
Have you seen the outcome you were hoping for?
Yes. we believe so
What could they have done better?
Everything has progressed as we desired and without any problems
Review
by a verified client in Merseyside
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension fund investment.
How has Aaron Poltorak helped you?
Advie on pension fund
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Aaron Poltorak helped you?
Moving company pension
Have you seen the outcome you were hoping for?
Yrs
What could they have done better?
Nothing
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement
How has Aaron Poltorak helped you?
advice on tax, pension and inheritance matters
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing I can think of.