Aaron's reviews
Reviewed for
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Oxfordshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
oncoming retirement to ensure we could maintain our standard of living without money worries
How has Aaron Poltorak helped you?
he has understood our views on risk and our income objectives with sound advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing we can currently think of.
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
our previous adviser retired
How has Aaron Poltorak helped you?
with our investments
Have you seen the outcome you were hoping for?
yes very much so in the last financial year
Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't. The company I worked for brought them in for a pension review
How has Aaron Poltorak helped you?
Good solid advice
Have you seen the outcome you were hoping for?
The financial climate has been very difficult since I retired in 2018. Covid, cost of living crisis and now a crazy American president means achievements have not been what I thought. That's not Aaron's problem though, it's the world's.
What could they have done better?
Nothing.
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and financial planning following sale of business
How has Aaron Poltorak helped you?
Carefully monitored savings and investments. Provided clear and useful advice and explanations on what we asked.
Have you seen the outcome you were hoping for?
Yes. Our affairs are in good health.
What could they have done better?
nothing of note
Review
by a verified client in Merseyside
a month ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
My employer switched its pension financial planning service and the new firm offered a free financial advice service to employees, which I was pleased to use. This was subsequently replaced by another, which Aaron works for.
How has Aaron Poltorak helped you?
Aaron has assisted me and my wife with financial advice post-retirement, liaising with our Discretionary Fund Manager to help towards our ethical investment objectives, as well as switching some of our personal pension schemes into a more easily managed portfolio.
Have you seen the outcome you were hoping for?
Yes, as much as can be expected, given the recent financial climate.
What could they have done better?
Nothing that I know of.