George's reviews
Reviewed for
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 13 )
Up to £50k ( 6 )
£50k - 100k ( 7 )
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement, pension and investments
How has George Isherwood helped you?
This was the first time I have dealt with George, having previously worked with Dax Bailey. He provided clear and helpful investment advice.
Have you seen the outcome you were hoping for?
The advice is still in the process of being implemented, but I am happy with the proposed approach and potential outcome.
What could they have done better?
At this stage, I am happy with the service provided and am not aware of anything that could have been done better.
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has George Isherwood helped you?
Ongoing advice regarding my pension/investments
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
I don’t know
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Connected with my parents’ savings
How has George Isherwood helped you?
Detailed annual review of how the savings were performing and advice regarding any options to make changes to my parents’ savings based on our risk profile.
Have you seen the outcome you were hoping for?
Making the changes currently in progress following the review meeting
What could they have done better?
Everything was completed as I would have wanted.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Value of assets from house sale in 2003
How has George Isherwood helped you?
Very friendly & reliable service
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
Nothing that I can think of
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advice on finances
How has George Isherwood helped you?
He answered all my questions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing