Kate's reviews
Reviewed for
Insurance and Protection ( 48 )
Mortgages ( 74 )
Pensions ( 133 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 72 )
Auto Enrolment ( 2 )
Investments and Savings ( 94 )
Pension Transfers - Non Specialist ( 47 )
Inheritance Planning ( 37 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 54 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 44 )
£100k - £200k ( 39 )
£50k - 100k ( 16 )
Up to £50k ( 37 )
Review
by a verified client in Durham
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Kate Boon helped you?
By investing my money wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Durham
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfers
How has Kate Boon helped you?
Kate initially helped us transfer our pension funds, but also assisted with various other aspects of future planning, ie. set up Power of Attorney & Wills & Investments. etc.
Have you seen the outcome you were hoping for?
Yes more than happy with the advice given and fund performance.
What could they have done better?
Nothing in my opinion.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'm looking at Retiring soon & want to make my future as financially stable as I can.
How has Kate Boon helped you?
Kate has helped my Investments grow over time & I'm pleased with the growth.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were considering retirement at age 55 and required advice.
How has Kate Boon helped you?
Kate advised us with pensions and future financial planning. She continually reviews our circumstances to ensure we have the best advice.
Have you seen the outcome you were hoping for?
We have now been retired for 7 years and are very happy with the outcome.
What could they have done better?
I don't think they could improve anything. From the welcome received to the ongoing contact and annual review. Kate is only a phone call away
Kate:
Thank you so much for your kind review — it truly means a lot. It has been a pleasure helping you plan for your retirement and guiding you through the process. We always look forward to catching up with you, and we're here whenever you need anything. Kind regards, KateReview
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lots of small pensions from previous jobs wanted to combine them all together.
How has Kate Boon helped you?
Made the whole confusing change over stress free and very easy, aLao explained the whole process in a way I understood.
Have you seen the outcome you were hoping for?
Can see a progress in my investment.
What could they have done better?
I’m happy with the whole process, Kate and the office will answer any concerns and keep me updated with change.
Kate:
thanks so much for your kind review Paul, I always look forward to catching up with you.