Rebecca Cherry

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with the performance of my pension plan.

How has Rebecca Cherry helped you?

Rebecca guided me efficiently from our first meeting. She listened to what I was looking for and she delivered the desirable outcome.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Coming in to money.

How has Rebecca Cherry helped you?

Advice over my finances. She has always been easy to get in touch with, quick to respond and extremely professional in her advice. Also, very pleasant to deal with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I wanted to ensure that financially I was planning for my future retirement, as well as emsuring I am making my current investments support that.

How has Rebecca Cherry helped you?

Rebecca has always provided excellent impartial advice based on my circumstances. I’ve never felt pressured into making a decision I didn’t want to.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Needing to change financial adviser as I wanted someone pragmatic and easy to talk to!

How has Rebecca Cherry helped you?

Pragmatic advice to grow investment portfolio over time according to my changing financial needs

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing - all very good

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed advice about long term savings

How has Rebecca Cherry helped you?

She recommended investments that have produced good returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very little

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Need to organise my financial affairs and seek best value return.

How has Rebecca Cherry helped you?

Yes, undoubtedly.

Have you seen the outcome you were hoping for?

Yes so far, we are working towards concluding this.

What could they have done better?

Nothing specific, I have been quite poor at responding due to work commitments so perhaps hassling me a little more to prompt action from me but other than that I am very happy.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on savings for my future.

How has Rebecca Cherry helped you?

She has helped me build up a fund for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been extremely satisfied with Rebecca's advice and the results from investments.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

investment advice

How has Rebecca Cherry helped you?

solid investment advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Change in personal circumstances.

How has Rebecca Cherry helped you?

Rebecca is extremely knowledgeable and thorough in her approach. She is very easy to talk to and explains everything in detail in a way that is easy to understand. She tailors everything to our personal circumstances and preferences.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Management of pension fund and ISAs to fund retirement.

How has Rebecca Cherry helped you?

Rebecca's advice has been key to having the financial means for my wife and I to enjoy retirement with the confidence that our potential future needs can be met too.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Need life insurance

How has Rebecca Cherry helped you?

Provided advice on insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Rebecca’s colleague made a few mistakes in preparing the advice documents. Other than that, it was fine and all was sorted.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed future planning

How has Rebecca Cherry helped you?

More than helpful

Have you seen the outcome you were hoping for?

Yes. Actually better

What could they have done better?

It was perfect

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking to transfer my existing pension that was not being personally managed to someone who I could discuss my options with on a more regular basis alongside general financial planning for the future.

How has Rebecca Cherry helped you?

I have seen my pension fund value increase in comparison to what my old pension was doing. By giving us a detailed look into what our income may look like in retirement and making us think about what we want properly, I have been able to plan my monthly contributions accordingly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Rebecca has been my advisor for many years now and I believe that tells the whole story. I have found her very trusting, knowledgeable and most of all a good listener where she hears what I have to say and acts accordingly. She has got the great ability to translate pension terminology into “lay-man terms”.

How has Rebecca Cherry helped you?

As above, over the years she has become a very trusting and loyal relationship manager.

Have you seen the outcome you were hoping for?

Yes, sometimes circumstances are outside of our control and it is how we adapt to those events that allow us to continued progress to achieving our end goal.

What could they have done better?

Not possible, she has already gone over and above in achieving my requirements.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking to the future

How has Rebecca Cherry helped you?

yes she has

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not a lot

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Needing professional investment advice and long term financial planning

How has Rebecca Cherry helped you?

Rebecca has, over a relationship that is now into its second decade, provided high quality advice and support for our long term financial planning needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Rebecca’s service has been exceptional, backed by a quality admin team. She has navigated changes of our country of residence, and engaged really well with other supporting advisers such as tax support. Our only suggestion would be a more frequent review of investment performance given the performance of our investments over the last three years.

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

I wanted to better plan for my retirement

How has Rebecca Cherry helped you?

Financial planning, investment decisions and pension choices.

Have you seen the outcome you were hoping for?

Yes. Rebecca has consistently kept me focused on my long term financial goals

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Rebecca

I am afraid we didn’t really hit it off from the onset. We communicated briefly by email and made an appointment, but I cancelled it as I was unhappy at having our first meeting recorded.

Rebecca's reply

Thank you for leaving me a review. Delivering great customer service is very important to us, so I am sorry to hear that you were unhappy with our initial interactions. Recording our meetings is a firm's requirement which is in place and helps to ensure that clients' instructions are properly adhered to. I hope you managed to find the support you needed elsewhere but feel free to contact us again should you have further feedback to share or have any questions.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed expert advice to plan in advance of retirement.

How has Rebecca Cherry helped you?

Always prompt and available. Explains options clearly.

Have you seen the outcome you were hoping for?

Have seen the outcome so far. Naturally planning towards retirement means the full outcome is not visible yet but I have full confidence in Rebecca at this stage.

What could they have done better?

I can’t think of anything that Rebecca could have done differently. She has been very helpful and a pleasure to work with over the years.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Becoming self employed in the last 3 years and both myself and my husband receiving an increase in salary. Also turning forty!

How has Rebecca Cherry helped you?

She has given us clear financial models for the future, advice on investments and put us in touch with a mortgage expert at a very pertinent time.

Have you seen the outcome you were hoping for?

Yes in that I feel more confident about our financial future, and that I'm making smarter investments.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Management of pension fund and ISAs to fund retirement.

How has Rebecca Cherry helped you?

Sound advice on efficient use of funds with a view to minimising inheritance tax.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Someone to manage my pension funds

How has Rebecca Cherry helped you?

Managed my finances

Have you seen the outcome you were hoping for?

Yes, I suppose so

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

I wanted to make sure I planned properly for my retirement

How has Rebecca Cherry helped you?

Rebecca has consistently given me good advice and I am very pleased with the portfolio I have now.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Consolidation of a variety of pensions I had and some guidance regarding terminology used in the Pensions profession.

How has Rebecca Cherry helped you?

Rebecca has been very helpful in the consolidation process and been very studious in suggesting a reliable company to use. She has been most helpful in guiding us through the process and over the years has become a very good friend.

Have you seen the outcome you were hoping for?

Yes apart from the last year where all investments have unfortunately been hit not just mine.

What could they have done better?

Everything Rebecca has done has been with conviction and very customer focused, very hard to thing what she could have done any better.

Rebecca's reply

Many thanks for your kind and valuable feedback!

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

To manage jointly with my husband pensions and savings to the best advantage for us and our family.

How has Rebecca Cherry helped you?

Rebecca always listens and takes care with her recommendations without any pressure.

Have you seen the outcome you were hoping for?

So far.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

where and how to consolidate my pensions and then maximise the return leading into retirement

How has Rebecca Cherry helped you?

advice in all my financial needs

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Initially to consolidate pensions, then to drawdown to pay off mortgage

How has Rebecca Cherry helped you?

Always helpful and timely with good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Bought me lunch - no very good service

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Sale of business

How has Rebecca Cherry helped you?

Taken the hard work out of managing finances. I am confident everything has been thoroughly considered without having to research any of it myself.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Rebecca is superb.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

I wanted critical health insurance, and Rebecca helped me with this. I also wanted an additional pension in addition to my work pension. Then I transferred the amount from my work pension into a combined pension which had some green credentials. Rebecca helped me find this. Rebecca also helped me find appropriate life insurance.

How has Rebecca Cherry helped you?

She helped me find the insurances. She also gave me options on various possible pensions when I wanted to move both pensions into a single greener fund.

Have you seen the outcome you were hoping for?

I haven't had to use the insurance, but I have both there if required and that is good to know. Difficult to say what the pension will look like when I need it, given the current economic climate, but I'm pleased with what I have in place for now.

What could they have done better?

I've been very happy with the advice and receive plenty of updates.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Following a promotion at work i was approached by many financial advisers but someone recommended Rebecca as being trustworthy, easy to work with, direct and to the point and so I contacted her to see if she could help.

How has Rebecca Cherry helped you?

She transferred my pension into a specialist product and has provided general financial planning advice and ensured that we are thinking about all relevant aspects of our finances when planning our future.

Have you seen the outcome you were hoping for?

I am very happy with the pension product that Rebecca organised for me and with her services in general.

What could they have done better?

Nothing springs to mind, I have been very happy with her services.

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

We needed help with Wealth Management as we approach retirement

How has Rebecca Cherry helped you?

Perfectly! She is a super star, would trust her with our lives

Have you seen the outcome you were hoping for?

Better than

What could they have done better?

Nothing

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

I wanted to make some ISA and LISA investments as well as consolidating pension funds.

How has Rebecca Cherry helped you?

Rebecca provided all the relevant advice in a way I could understand and with detailed supporting information. She also makes the paperwork very straightforward.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I can't see how Rebecca could have done anything any better and this has been the case throughout the years she has helped me.

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

Wanting to get smarter about pensions and investments, having started my own business 2 years ago and not yet having set up regular pension payments.

How has Rebecca Cherry helped you?

Rebecca helped my husband and I build a financial model for now until retirement. She advised us on investments, pensions, life policies and budgeting.

Have you seen the outcome you were hoping for?

I'm happy I'm now investing in the type of funds I want to and that we have a longterm financial plan. It's too early to say if the funds are performing as expected as it's only been a month.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

We sold a business and so had some capital with which to invest for our long term futures.

How has Rebecca Cherry helped you?

Rebecca educated us and led us through the complicated business of money. She was both highly knowledgeable and patient. Nothing was too much trouble and she found the best solution for us.

Have you seen the outcome you were hoping for?

Yes. Our assets are invested sensibly for the long term, and our pension is growing nicely.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

ensure retirement planning

How has Rebecca Cherry helped you?

suggested funds to invest in

Have you seen the outcome you were hoping for?

yes

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to make sure I had a solid financial plan for my retirement

How has Rebecca Cherry helped you?

Rebecca has managed my pensions, ISAs, Insurance and saving for many years. She gives me good advice and makes sure I save enough to meet my financial goals

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No, I am happy with the service.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I sold my home and was in higher education. I wanted to do my best financially with my money. I wanted a financial adviser that could look after my portfolio and recommend products that would be good for me to grow my investment.

How has Rebecca Cherry helped you?

Rebecca helped me choose the right products for me at the time.

Have you seen the outcome you were hoping for?

Yes, I have been able to access my investment to use to live during the pandemic as well as in the final year of study. Also still have the majority still invested.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Wanted to get a different perspective from a new financial adviser

How has Rebecca Cherry helped you?

Rebecca is very personable, good at listening, and offered sensible advice

Have you seen the outcome you were hoping for?

So far, so good....but this is a long-term project

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

How to utilise my pension pot effectively.

How has Rebecca Cherry helped you?

Face to face meeting held at office explain policies very clearly.

Have you seen the outcome you were hoping for?

Yes...have been very happy with my portfolio performance.

What could they have done better?

Nothing.....

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

On approaching retirement, I wanted to consolidate my savings, investments and pension funds and needed advice on the best home for them to provide growth and eventual retirement income.

How has Rebecca Cherry helped you?

Rebecca led me through the options, making the pros and cons clear. She was sincere, friendly and knowledgeable and there was never any pressure. She arranged for fixed protection 2014 to be applied to my lifetime allowance (an important option I was not aware of). Her help with investment decisions has been invaluable.

Have you seen the outcome you were hoping for?

Certainly. My investments have performed well and are in good shape for funding my retirement and my inheritance goals.

What could they have done better?

Nothing I can think of.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Five years ago I was moving abroad and needed someone to help with financial planning, something I knew rather little about

How has Rebecca Cherry helped you?

She gave good advice on investments and retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am entirely happy with the service received

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

The crystallisation of an equity investment that gave us the potential to plan and invest for the long term

How has Rebecca Cherry helped you?

Initially in selecting suitable investments and as our experience and relationship grew, this extended to pension planning and consolidation. Her advice has been thoughtful, comprehensive and has led to good outcomes. In the future, I can foresee Rebecca assisting with mortgages, further pension reviews and inheritance planning

Have you seen the outcome you were hoping for?

We are very pleased with both the outcomes and the attentiveness of Rebecca and her team to our evolving needs which have changed as our circumstances have changed. We also get excellent support and administration

What could they have done better?

Our own requirements have been impacted by international moves that have had wider consequences than we had anticipated. Rebecca's proposition is not international and therefore this falls to the client as much as the adviser. However I would advise those caught up in often very time consuming international moves to ensure that they consider the tax and investment impact before they move to enable pre-emptive action to be taken

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate my pensions and find good provider

How has Rebecca Cherry helped you?

Rebecca is very professional and delivered.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I and my wife needed advice about regular investment vehicles and one off products

How has Rebecca Cherry helped you?

She recommended two slightly different ISAs (to match our respective risk profiles) and some EIS products

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service was quick and clear and advice spot on.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate both my work and personal pensions into one.

How has Rebecca Cherry helped you?

Rebecca was very understanding of my requirements and accommodate my requirements as requested. She was most helpful in this consolidation process and took a lot of the stress away from me. She also simplified pension terminology which can be quite daunting.

Have you seen the outcome you were hoping for?

Yes with great satisfaction and ease.

What could they have done better?

Absolutely nothing Rebecca was most understanding and facilitated my request with ease.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Long term investment and retirement planning/

How has Rebecca Cherry helped you?

Clear concise advice, setting out the various options available as well as the tax impact of these investments. Always prompt and available and breaks through the jargon.

Have you seen the outcome you were hoping for?

Yes; good solid advice from someone I trust.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to look into setting up a personal pension and to start up a savings pot for the future.

How has Rebecca Cherry helped you?

Rebecca took the time to listen to what my needs were, and offered suggestions that provided the right balance between risk and reward. This is very important to me with a young family to support and the plans I want to put in place for retirement.

Have you seen the outcome you were hoping for?

So far I’m very happy with the outcomes I have seen.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Had money to invest and a pension but no desire to manage it myself

How has Rebecca Cherry helped you?

Meetings and analysis on my risk appetite and life plans. Rebecca has seen me through starting a family, moving house and big changes in life goals and focus. Always understanding and adaptable but advising on what is needed to hit our financial and life goals.

Have you seen the outcome you were hoping for?

Yes, I feel my money and investments have the right amount of risk for me personally and I feel I’m in a safe pair of hands with Rebecca.

What could they have done better?

Nothing.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

My wife started her own business. Our savings started to grow and we wanted to know tax efficient ways to save and contribute to her pension.

How has Rebecca Cherry helped you?

She provided a thorough health check of our current financial situation and helped us focus on our goals and what that means for us financially, including insurances and protection.

Have you seen the outcome you were hoping for?

It’s still early doors, but we have been happy with the service and attention she and her colleagues have provided. We certainly feel we are in safe hands!

What could they have done better?

As a US citizen, I would have liked a more holistic approach to our financial and tax planning, but I’ve struggled to find that anywhere to be fair!

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

To rationalise my pensions and increase their value going into retirement

How has Rebecca Cherry helped you?

She did all of the above

Have you seen the outcome you were hoping for?

Yes, pension crystallisation was easier and funds grew ahead of retirement and afterward.

Rebecca's reply

Thank you so much Alan. Wishing you and the family a very Merry Christmas! Rebecca

Review from verified client

February, 2019

What were the circumstances that caused you to initially look for an adviser?

I’m a freelance journalist and needed income protection insurance

How has Rebecca Cherry helped you?

I was really struggling to decide what level of protection I needed and which policy best suited my needs. Rebecca expertly advised what were the best option out there for me, carefully explaining the differences between each insurance cover

Have you seen the outcome you were hoping for?

Thanks to Rebecca’s help we found an affordable policy that matched my requirements

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Pension consolidation. Review of mortgage protection arrangements. ISAs

How has Rebecca Cherry helped you?

Rebecca consolidated my mortgages and has helped to set up some ISAs for about 5 years. She filled out all of the forms and provided clear guidance on how best to invest based on a risk appetite assessment. Rebecca is terrific to work with as she is always available and helpful. I recently bought a new house and Rebecca made parts of this process much easier when liquidating the ISAs and was very patient while I was getting some protection insurance.

Have you seen the outcome you were hoping for?

I have always been very pleased with the outcome when dealing with Rebecca. I trust that she is making the best recommendations she can she is always very professional and prompt.

What could they have done better?

I genuinely can't think of any part of my dealings with Rebecca that could have gone any better.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I was looking for company pension and insurance advice

How has Rebecca Cherry helped you?

She helped me arrange my company pension and insurance. Rebecca helped communicate the new arrangements to my employees.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Rebecca was very clear and efficient in her advice so I cant think of anything that would have made the process better

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I just sold my flat, I didn't want to buy another property and so wanted to know what options I had in regards to growing my money. I also wanted advice around pensions.

How has Rebecca Cherry helped you?

Yes Rebecca gave me great advice about which pension might be best for me. Which investment options would give me the best result for my long term needs.

Have you seen the outcome you were hoping for?

I am happy with the decisions I made in regards the Rebecca's advice.

What could they have done better?

I don't think there was anything my adviser could have done better in my situation

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Pensions

How has Rebecca Cherry helped you?

Great advice for the future

Have you seen the outcome you were hoping for?

No

What could they have done better?

What my pension might be worth when I reach retirement age.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I wanted to put some insurance in place for each of our company directors. I wanted an adviser to help me quantify the right amount of insurance and the best way to structure it.

How has Rebecca Cherry helped you?

Rebecca was able to understand what I was trying to achieve and helped me arrange everything quickly and easily.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I was looking for finance advice on my pension and whether to transfer my DB pension

How has Rebecca Cherry helped you?

Completed a full financial review and took time to understand my future needs and wants.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I was concerned about investing my money wisely and felt I didn't have a good enough understanding of the market.

How has Rebecca Cherry helped you?

She listened to me and took account of my needs and gave clear advice about the various investments available.

Have you seen the outcome you were hoping for?

Yes, the investments have performed well.

What could they have done better?

I can't think of anything my adviser could have done better. I feel confident about her advice.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I needed help in choosing suitable tax efficient investments

How has Rebecca Cherry helped you?

Rebecca gave clear advice on the right type of investment for me in the light of my needs. And the investments have performed very well.

Have you seen the outcome you were hoping for?

Yes, the investments have performed above expectation

What could they have done better?

I cannot think what else she could have done

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I wanted to plan an investment portfolio.

How has Rebecca Cherry helped you?

She spoke with me in detail, undertook extensive research and presented me with various suitable options. Her help was absolutely invaluable. I would never have been able to navigate or understand the different options available to me without her help.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There's really no way in which Rebecca could have done a better job. She is excellent and I have recommended her to several friends.

Review from verified client

March, 2018

What were the circumstances that caused you to initially look for an adviser?

Time to review my pension plans.

How has Rebecca Cherry helped you?

She reviewed my current pensions.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2018

What were the circumstances that caused you to initially look for an adviser?

I contacted Rebecca to discuss a transfer of a final salary pension scheme.

How has Rebecca Cherry helped you?

Rebecca provided me with a full explanation of how a transfer would work. She also explain what the options would be.

Have you seen the outcome you were hoping for?

Yes, the advice Rebecca provided was very helpful, well documented, and allowed me to proceed with an appropriate course of action.

Review from verified client

December, 2017

What were the circumstances that caused you to initially look for an adviser?

I was seeking advice on the benefits and risks of transferring from a Final Salary Pension to a Flexible SIPP.

How has Rebecca Cherry helped you?

Rebecca undertook a thorough analysis of our position and presented a detailed findings report.

Have you seen the outcome you were hoping for?

The recommendation was as expected and all risks and benefits were clearly explained along with full cashflow analysis.

Review from verified client

November, 2017

What were the circumstances that caused you to initially look for an adviser?

Financial planning and preparation for retirement.

How has Rebecca Cherry helped you?

Led me through the options for consolidating my various pensions and investing in line with my current and future expectations.

Have you seen the outcome you were hoping for?

Very much so. I am currently using pension drawdown. Rebecca tailored this to be in line with income requirements yet retaining capital growth. The plan also seems to be meeting my aim to leave a reasonable inheritance to my children.

Review from verified client

November, 2017

What were the circumstances that caused you to initially look for an adviser?

I had a number of pensions in many different schemes which I wanted to consolidate into one account.

How has Rebecca Cherry helped you?

Rebecca did all the work of contacting the pension companies, filling out the relevant forms and setting up my new consolidated pension account.

Have you seen the outcome you were hoping for?

Yes, everything is so much easier now that my investments are in one place.

What could they have done better?

Nothing as I was delighted with the service

Review from verified client

November, 2017

What were the circumstances that caused you to initially look for an adviser?

Needed to find a professional adviser with regard to UK Investment Portfolio.

How has Rebecca Cherry helped you?

Rebecca understood our investment needs and was extremely helpful with her professional advice. She helped consolidate our holdings and devised a strategy to manage and grow our investments in the UK.

Have you seen the outcome you were hoping for?

Despite the overall market economics we are comfortable with the situation at this time. We certainly feel safe and secure knowing that Rebecca is looking after us.

What could they have done better?

Since we live abroad in the USA communication on a regular basis is often difficult. The only thing I can think of at this time is probably having a more pro active approach to keeping us advised and up to date. All too often we find ourselves reaching out to service providers for information and the latest trends.

Review from verified client

November, 2017

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Rebecca Cherry helped you?

Advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2017

What were the circumstances that caused you to initially look for an adviser?

End of Mortgage & Pension Planning.

How has Rebecca Cherry helped you?

Total reorganisation of our pension pot to give more control and higher return - Perfect!.

Have you seen the outcome you were hoping for?

100% outcome. Rebecca sorted everything in good time and made life much easier.

What could they have done better?

Honestly - The whole experience was perfect

Review from verified client

March, 2017

What were the circumstances that caused you to initially look for an adviser?

We needed advice with regards to releasing some of our pensions to pay off an Interest Only Mortgage. We also wanted to look at Income Protection options.

How has Rebecca Cherry helped you?

All of our Pension Companies were contacted and valuations requested. We were advised to withdraw amounts from the most suitable looking at being tax efficient and leaving those in place that would give the best returns in the future. Various options were given to us for the Income Protection.

Have you seen the outcome you were hoping for?

The Interest Only Mortgage has now been paid in full and most of our pensions have been transferred to a company that best suits our future needs and their charges are not excessive. We are still considering the Income Protection options.

What could they have done better?

We don't believe there was anything that Rebecca could have done better.

Review from verified client

November, 2016

What were the circumstances that caused you to initially look for an adviser?

Looking for a personal pension.

How has Rebecca Cherry helped you?

Great advice and very clear about everything.

Have you seen the outcome you were hoping for?

Yes defiantly.

What could they have done better?

Nothing

Review from verified client

October, 2016

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice on investments connected with my move to a job in Hong Kong and our need to save while we were overseas.

How has Rebecca Cherry helped you?

Excellent advice to take decisions around salary negotiations and then further advice on vehicles for investment.

Have you seen the outcome you were hoping for?

So far all is going well.

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

I found myself in the fortunate position, thanks to bonus payments, of having an increasing amount of disposable income.

How has Rebecca Cherry helped you?

She helped me strategise and manage my savings.

Have you seen the outcome you were hoping for?

Yes. Most recently she assisted in the redeployment of my company pension plan to a private pension plan.

Review from verified client

August, 2016

What were the circumstances that caused you to initially look for an adviser?

I needed advice about what to do with income that was not needed for expenditure and pension.

How has Rebecca Cherry helped you?

She advised me about ISAs and VCTs.

Have you seen the outcome you were hoping for?

Yes. The models picked and vehicle for the ISAs have been very satisfactory. The VCTs have performed well too.

What could they have done better?

Tricky to think of anything. She has followed up the investments, sending regular reviews and making suggestions for change. All exactly as I would expect.

Review from verified client

August, 2016