Natasha's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Herefordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unsure what was the best way to invest money from my pension pot.
How has Natasha Brown helped you?
By investing my money wisely .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
In view of the current financial climate, I don’t think they could have done any better.
Review
by a verified client in Hertfordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions with different providers and wanted them simplified
How has Natasha Brown helped you?
Natasha arranged for all pension funds to be transferred under one umbrella which simplified the management of my funds
Have you seen the outcome you were hoping for?
As well as can be in this current climate
What could they have done better?
Nothing, I am pleased with their efforts
Review
by a verified client in London
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed pension advice.
How has Natasha Brown helped you?
Natasha and Geoff helped us understand and plan our retirement
Have you seen the outcome you were hoping for?
Yes been so helpful.
What could they have done better?
Nothing really
Review
by a verified client in Middlesex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A confusion of savings/pension accounts
How has Natasha Brown helped you?
Sorted my accounts into a sensible shape.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything.
Review
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?
I was recommended a Financial advisor by a friend of mine as I was finding it daunting negotiating numerous options regarding my pensions.
How has Natasha Brown helped you?
Geoff and Natasha Brown explained the options open to me and guided me through the process every step of the way.
Have you seen the outcome you were hoping for?
The whole process was well handled and Natasha was never more than a phone call away. I am very happy with her advice and the service she has given me.
What could they have done better?
I don't think she could have done anything better and would highly recommend her services.