Katie Campbell
Autonomy Finance
Katie's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 35 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 3 )
Auto Enrolment ( 2 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 1 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 14 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hertfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to look at options for remortgaging and other financial services
How has Katie Campbell helped you?
Katie has been amazing and has navigated me through with expertise & professionalism. She worked tirelessly to find a solution in my best interests
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing could have been done any better in my opinion
Katie:
Thank you so much for your kind review Trisha KatieReview
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was in search of the right mortgage.
How has Katie Campbell helped you?
Katie was amazing! She advised and supported me in finding the correct mortgage for my partner and I. Not only was she constantly approachable, she was friendly able to answer every question I had and always made me feel at ease. She allowed the whole process of buying a house for the first time easy and clear. I can't thank and recommend her enough!
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Katie:
Thank you so much for your kind review! Wishing you lots of happy memories in your new home KatieReview
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgaging
How has Katie Campbell helped you?
Katie found a competitive rate and has arranged my mortgage for the last 2 renewals
Have you seen the outcome you were hoping for?
100%
What could they have done better?
N/A
Review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed professional advice that would get me the best options in my circumstances
How has Katie Campbell helped you?
Mortgage options in a speedy manner
Have you seen the outcome you were hoping for?
Yes all completed on time
What could they have done better?
No
Katie:
Thank you so much for your kind review. We look forward to working with you again soon KatieReview
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed some help with pensions, consolidation and review firstly. Then she advised on savings and also got me an amazing deal on my mortgage.
How has Katie Campbell helped you?
Provided sound advice specific for my situation, encouraged me to manage my finances more effectively, provided links to other specialisms such as getting a Will drawn up and general coaching over a self assessment.
Have you seen the outcome you were hoping for?
Yes healthier pension situation, paying a lower rate on mortgage and been on the phone to support when I’ve asked.
What could they have done better?
Nothing springs to mind