Kathy's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 5 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Kathy
We have been working with Kathy for the past year since our previous IFA at RWC retired last year. During this time we have found Kathy easy to work with and also provided valued advice regarding our investments and future financial planning.
Review
by a verified client in Cumbria
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of a family company
How has Kathy Whatmough helped you?
With all financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
My wife and I have been entirely satisfied with Kathy's advice and work for us.
Review
by a verified client in Ayrshire
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My business partner and I had a SIPP with an other provider . We were concerned about developments within that company and we were recommmended to Kathy’s company by a friend
How has Kathy Whatmough helped you?
She has helped with financial planning for our future
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
We don’t feel there is anything that could have been done better
Review
by a verified client in North Yorkshire
9 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being of independent means meant I needed help to understand and deal confidently with my financial position
How has Kathy Whatmough helped you?
Kathy has always guided me through the various processes - her expertise and attention to detail allowing me to feel confident in the handling of my financial affairs. She is readily available to answers any queries and I would highly recommend her services
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Her level and expertise and attention to detail is such that I do not feel she could do better
Review
by a verified client in Ayrshire
10 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to utilise my financial portfolio and to prepare for the future for my children
How has Kathy Whatmough helped you?
Allowed me to better understand and build knowledge on how’s best to prepare for my future.
Have you seen the outcome you were hoping for?
Yes yes and throughout have been kept up to date
What could they have done better?
Nil to date