Suzan's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 10 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 1 )
( 2 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by Accountant.
How has Suzan Harding helped you?
In many respects regarding her professional ability, but also feel comfortable and confident in listening and taking Suzan's advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I probably wouldn't be aware if there was anything!
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had received advice from KMG , specifically Patrick McIntosh for about 30 years
How has Suzan Harding helped you?
Restructuring retirement funding.
Have you seen the outcome you were hoping for?
Not yet .
What could they have done better?
Unknown but I have faith in the firm
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuing and continuous need to invest wisely and to keep a keen eye my changing needs and wishes.
How has Suzan Harding helped you?
Providing timely and helpful advice and suggestions.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Trust reliability, intelligence service standards and efficiency
How has Suzan Harding helped you?
Suzan has been absolutely excellent in all the areas above she is reliable, honest efficient intelligent extremely well briefed and exceptionally helpful in all matters relating to finance financial planning retirement investment management et cetera
Have you seen the outcome you were hoping for?
Yes, absolutely my investment portfolio has been brilliant. The service has been extraordinary. The products chosen were amazingly efficient and perfectly suited to my circumstances.
What could they have done better?
Absolutely nothing I cannot fault them in anyway whatsoever
Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Large amount of funds for investment
How has Suzan Harding helped you?
To simplify complex matters
Have you seen the outcome you were hoping for?
In a difficult economical climate a reasonably consistent return has been obtained
What could they have done better?
More proactive about changes in the company