Zoe's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 36 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 22 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 7 )
Review
by a verified client in Antrim
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required professional financial advice on retirement planning
How has Zoe McKay helped you?
Zoe is extremely knowledgeable, efficient, approachable and professional. Her help and guidance has been invaluable. She has helped tailor my retirement planning to fit my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Antrim
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Zoe McKay helped you?
With pension advice
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing, everything was great
Review
by a verified client in Antrim
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make my money work for me.
How has Zoe McKay helped you?
All being well make my life a lot easier.
Have you seen the outcome you were hoping for?
I have every faith I will.
What could they have done better?
Nothing else could be done Zoe was a great help.
Review
by a verified client in Antrim
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement.
How has Zoe McKay helped you?
Pension advise, pension consolidation, inheritance planning, will making.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Served bigger buns.
Review
by a verified client in Antrim
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wasn't happy with previous provider
How has Zoe McKay helped you?
Managed to organise our investments
Have you seen the outcome you were hoping for?
Yes, good results