Sarah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 5 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
13 days ago
Overall
Please provide a brief comment about your experience with Sarah
Sarah was very professional and provided practical and informative advice.
First impression
by a VouchedFor user
25 days ago
Overall
Please provide a brief comment about your experience with Sarah
Sarah was very helpful on one item i need to deal with before our formal discussions. Many thanks
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Came into money through equity sale of company I work for, planning house purchases for me and sister
How has Sarah Nesbitt helped you?
Helped me to understand what’s affordable for me, how to balance mortgages and investments and how to invest my money in a way that is tax efficient for my dual US UK citizenship
Have you seen the outcome you were hoping for?
Yes been a very tailored service since day one, super responsive team, seen good investment returns and feel confident in houses I am buying
What could they have done better?
Nothing very happy
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Sarah
Sarah was personable, professional and knowledgeable in our introductory discussion. The information she imparted was clear and easy to follow.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfied with my original Pension advisor
How has Sarah Nesbitt helped you?
Yes she gave me positive answers to guide me through my drawdown
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
Perfect guidance