Fraser Deeprose

Fraser Deeprose

Wealth & Finance Matters Ltd

Fraser's reviews

Reviewed for

Insurance and Protection ( 4 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 5 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 4 )

£100k - £200k ( 4 )

Up to £50k ( 2 )

Repeat review

by a verified client in Cambridgeshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Fraser Deeprose helped you since your last review?

Continued advice and guidance to ensure the products I am using are working the best for me

Repeat review

by a verified client in Cambridgeshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Fraser Deeprose helped you since your last review?

Keeps us informed of how our pensions are doing, plus looks at other financial aspects

Repeat review

by a verified client in Cambridgeshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Fraser Deeprose helped you since your last review?

Fraser has given me advice on how best my pension will impact my retirements plans. This has given me peace of mind and allowed me to plan for the future in a way that works with my financial situation.

Review

by a verified client in Devon

a year ago

Overall

Advice

Service

Value

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

I had inherited funds held be SJP but had been unhappy with previous advisors also 'inherited'.

How has Fraser Deeprose helped you?

Fraser was able to explain and simplify the inherited funds. He then helped with my pension and that of my husband

Have you seen the outcome you were hoping for?

Yes. Fraser is hands-on and keeps in touch regularly allowing for a proper relationship to build with confidence that he understands our requirements.

Review

by a verified client in Buckinghamshire

a year ago

Overall

Advice

Service

Value

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

Financial security

How has Fraser Deeprose helped you?

Explanations, excellent and prompt help.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing