Helen's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 51 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 25 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 25 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
Up to £50k ( 6 )
£50k - 100k ( 8 )
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
personal recommendation.
How has Helen Tweed helped you?
Helen is very professional (and patient)
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no complaints
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't feel my money was being invested effectively with a previous broker
How has Helen Tweed helped you?
Helen listened to my requests and advised the best solution for me, whilst taking into consideration my financial situation and long term requirements. I don't ever feel any question is a silly question. Helen has a very relaxed and friendly demeanour and is able to explain things in a way that I can understand. I feel confident in Helen's ability to advise me on the best way to manage my money.
Have you seen the outcome you were hoping for?
Yes, I feel confident that my money is being well looked after, and as I get closer to retirement I know I can communicate often with Helen if necessaryI cant
What could they have done better?
I can't think of snything
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with our pensions
How has Helen Tweed helped you?
Helen has created a pension and has helped Brendan to take money from it snd later on as circumstances changed how to withdraw money from it.
Have you seen the outcome you were hoping for?
We certainly have
What could they have done better?
I’m not sure
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plan
How has Helen Tweed helped you?
Around secure pension plan
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Nothing
Review
by a verified client in Londonderry
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To receive as much information on pensions and savings.
How has Helen Tweed helped you?
Yes very much, she is very professional at her job.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot fault them for anything.