Zoe McKay

Zoe McKay

Hills Financial Planning

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