Kirsty's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 2 )
Pensions ( 83 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 36 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 43 )
Financial Mentoring ( 13 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 29 )
£100k - £200k ( 18 )
£50k - 100k ( 14 )
Up to £50k ( 4 )
Review
by a verified client in Herefordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice as I had several pensions from different previous employments and I wanted to know what my options where to amalgamate them. I also wanted advice around contributions levels and the outlook for my retirement.
How has Kirsty Tyler helped you?
Kirsty, has helped in doing all that I as looking for and organised the restructuring of my pensions for me.
Have you seen the outcome you were hoping for?
I feel Kirsty was very professional and help me achieve what i was looking for with my pensions in a friendly and very professional way.
What could they have done better?
No
Review
by a verified client in Gloucestershire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with previous adviser whom I had been with for twenty years
How has Kirsty Tyler helped you?
A face to face visit annually. Clear explanations. Reassurance and availability
Have you seen the outcome you were hoping for?
Yes. Given the current financial times.
Kirsty:
You're right - it's tricky times right now, but things have settled down a lot in the last week or so. Long may that continue! Fortunately, despite having invested with me 4 years ago so experiencing a drop in 2022 and the current 'Trump turbulence' you're still in profit. Since you invested the fund you're in has grown by 11.4% after charges. We track our performance against 140 UK based investment firms and the average client at your risk level would have earned 9.9% after charges over the same time. I hope that you feel that we're doing a good job and providing a value for money service in a difficult market, rather than than our service is falling short of your expectations but if there is anything extra you feel we could be doing please do feel free to let me know. We value constructive criticism and are always happy to take suggestions for ways we can improve. Best wishes, KirstyReview
by a verified client in Herefordshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension deposits
How has Kirsty Tyler helped you?
Invested in stocks and shares pension & Isa
Have you seen the outcome you were hoping for?
Yes
Kirsty:
I really enjoy working with you both, and hope you feel the same. The last few years have been quite a journey - thank you for allowing me to help.Review
by a verified client in Gloucestershire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions were not making a respectable return
How has Kirsty Tyler helped you?
Gave me some good advice
Have you seen the outcome you were hoping for?
More or less The markets fluctuate
Kirsty:
They do indeed. Although the general trend over time is upwards, you’re right that the price you pay for that is wobbles along the way. The key is to have a plan, review it regularly, and to have a good emergency fund in cash so you’re never forced to dip into investments at a bad time. That way you can afford to ride out the dips and benefit from the longer term returns available. I’m here any time you need reassurance or to talk things through.Review
by a verified client in Herefordshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Kirsty Tyler helped you?
Advice on how to invest money
Have you seen the outcome you were hoping for?
Yes
Kirsty:
Short and to the point! Thank you - I really appreciate your review. I enjoy our chats, and hope you do too. I hope to continue working with you both for many years to come.