Michelle's reviews
Reviewed for
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 21 )
Inheritance Planning ( 13 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 22 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Essex
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first needed one many years ago when my employer moved my pension to a SIPP. Michelle replaced my then current adviser some two years ago
How has Michelle Groves helped you?
In all financial planning areas but particularly in IHT planning
Have you seen the outcome you were hoping for?
So far
What could they have done better?
nothing
Michelle:
Peter and Bobbie, thank you so much for taking the time to leave this review and for your positive comments, its really appreciated :-) its a pleasure to work with you. MichelleReview
by a verified client in Oxfordshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to pension transfer after my Divorce.
How has Michelle Groves helped you?
She gave great advice on the options available to me and I started to invest cautiously. It’s is a new area to me so I needed to trust my advisor, and I do.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as she has followed my lead and then at the review meeting asked how I felt about the investments so far. If I wanted to increase my investments after I drew down a tax free lump sum.
Michelle:
Emma, Thank you so much for taking the time to leave this review and for your positive comments. I particularly appreciate you recommending others to my service, it means alot! With many thanksReview
by a verified client in London
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following my retirement I was looking for financial advice. I was firstly well looked after by one of her former colleagues, who joined Argentis Wealth Management in 2021 (having previously been a financial advisor with another firm for a number of years) and when he retired, Michelle Groves took over.
How has Michelle Groves helped you?
Efficiently in every way.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of any way Michelle Groves could improve. She has guided me down the financial paths with good results.
Michelle:
Dear Stephanie, thank you for taking the time to leave this lovely review! It is a pleasure to work with you.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Michelle
I have only been a client for 2 years
Michelle:
Dear Tom, Thanks so much for taking the time to leave this review and for you feedback, its very much appreciated :-)Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
managing a large SIPP and other investments
How has Michelle Groves helped you?
michelle review the state of the pension funds given our timeline and objectives; risk appetite and makes suggestions to optimise the portfolio etc.
Have you seen the outcome you were hoping for?
yes Michelle's advice has improved the return significantly
What could they have done better?
nothing to be honest
Michelle:
Derek, thanks so much for taking the time to complete this review and for your positive feedback, it really is appreciated!