George's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 3 )
Pensions ( 55 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 16 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 31 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 36 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
( 2 )
Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A change in employment status prompted a review of existing financial arrangements
How has George Delaney helped you?
We streamlined arrangements making them easier to manage and better suited to my aims and risk profile
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
George:
Thank you for the kidsn review, it has been a pleasure to work with you for a long time now. Best wishes, GeorgeReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for sound pension and investment advice - I have been advised by George for a number of years so he has covered financial growth to retirement planning
How has George Delaney helped you?
He has assisted on all matters pension related as well as ISA management
Have you seen the outcome you were hoping for?
Yes - in a structured way true to my risk profile
What could they have done better?
George bases his advice around personal requirements- he is always available to cover points and is willing to assess matters for you- in my view he delivers in the areas required and understands your risk profile
George:
Thank you for the review. I am glad we are contining to meet your objectives. Best wishes, GeorgeReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been advised by George for 25+ years
How has George Delaney helped you?
Mortgages, pensions, life cover and general financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
George:
Thank you for the kind review, Stuart. I am glad we continue to have your confidence. Best wishes, GeorgeReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed trusted and experienced advice from a professional
How has George Delaney helped you?
Immeasurably
Have you seen the outcome you were hoping for?
Absolutely
George:
Thank you the kind review, James. I am glad we continue to meet your expecations. Best wishes, GeorgeReview
by a verified client in Cambridgeshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to have greater control over my private pension.
How has George Delaney helped you?
George's advice and support have been invaluable.
Have you seen the outcome you were hoping for?
Yes, I am very happy with the outcome.
George:
Thank you for taking the time to write a review, Ray. I am glad you are happy with our work. Best wishes, George