Michelle's reviews
Reviewed for
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 12 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 14 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Kent
20 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I moved to a smaller house and wanted advice on investing the profit I made on selling my previous property.
How has Michelle Groves helped you?
She regularly reviews my finances and explains options to me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Michelle Groves helped you?
Reasonable advice given to specific questions
Have you seen the outcome you were hoping for?
investment programmes are long term and thus various factors affect possible outcomes at all stages
What could they have done better?
I cannot say as I am not an expert on financial matters
Michelle:
Stuart, thank you so much for taking the time to complete this review and specific comments. I have contacted you directly to discuss the feedback specifically; how we could improve to give you greater confidence that we provide good value for money and whether there are any areas of advice that you feel I could have improved upon.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?
Initially pending retirement.
How has Michelle Groves helped you?
Helped us to understand current and future pension options, recommendations for pension platforms. Understanding our current financial position and future options. Looking forward inheritance planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Perhaps more in depth inheritance advice so we understand now what we will be required to do in the future.
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension fund transfer, tax issues.
How has Michelle Groves helped you?
Michelle, is obviously passionate about her profession. She is always extra professional, clear and concise with her details, listens intently and is always willing to help in anyway she can
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I am more than satisfied with Michelle's management of my finances.
Review
by a verified client in Essex
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I have always had the same advisor for many years
How has Michelle Groves helped you?
She helps me understand current market conditions and how to meet my specific financial needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing