Reviewed for

Insurance and Protection ( 9 )

Pensions ( 23 )

Retirement income (annuities, drawdown) ( 14 )

Investments and Savings ( 17 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 2 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 4 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 7 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Client reviews

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement and needed an income

How has Helen Tansley helped you?

Explained every avenue and option I had available in great detail

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, good advice in simple terms

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to invest some of my savings.

How has Helen Tansley helped you?

Helen helped me find the best way to invest my money with no pressure.

Have you seen the outcome you were hoping for?

It is early days but I have invested.

What could they have done better?

Nothing. She was prepared to go more for us should we have required it.

Review from verified client

September, 2021

Overall

Service

Value

Advice

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Needed financial advice on pensions

How has Helen Tansley helped you?

Did a review of my finances

Have you seen the outcome you were hoping for?

Review ongoing

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I've used a financial adviser for many years

How has Helen Tansley helped you?

Gave me excellent advise

Have you seen the outcome you were hoping for?

ongoing

What could they have done better?

not sure

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

When I retired I wanted help in how to handle some redundancy payments I received. I got financial advice from an organisation which eventually became Allied Financial Services of Wigan. Helen joined this company in the past year and she has become my adviser after my previous adviser with AFS left the company.

How has Helen Tansley helped you?

She made an assessment of the investments I already have and she asked me about my financial needs and understanding of investments. I asked her for advice on the stability of Pension Funds and this was forthcoming. I was pleased with the assessment she made of my circumstances at the moment and she is now there if I have problems in the future.

Have you seen the outcome you were hoping for?

Frankly, it is early days yet in my dealings with Helen - we have only known each other a few months. But she has already helped me to make a new investment and I am hoping that this relationship will continue to grow.

What could they have done better?

I have no complaints about Helen's performance. I just hope she will be able to give me the good service of the recent past since this has been missing from my dealings with AFS since the last adviser left.

Helen's reply

Hi Clive Thank you for taking the time to leave a review. I do appreciate your comments . Its always difficult when an adviser leaves not only for the client but for the new adviser as well. I look forward to working with you in the future. Kindest regards Helen

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to cash in my private pension. To enable me to retire early

How has Helen Tansley helped you?

Well Helen was so knowledgeable about my needs. I was really impressed by the way she explained the several options available to me. I was at ease from the start, her helpfull nature shone through.

Have you seen the outcome you were hoping for?

I have very much so. And even after care, with a call and emails to make sure I’m happy and up to date with proceedings.

What could they have done better?

I think I could have being better prepared. But with helens patience…..we got there.

Helen's reply

Thanks for taking the time to leave a review Phil. It is much appreciated. Best wishes Helen

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Helen Tansley helped you?

Advised the best way to secure my future with various options and ways to make my pension (s) work for me. Helen was incredibly thorough, patient and well-informed.

Have you seen the outcome you were hoping for?

Partly. Helen dealt with all the form-filling/paperwork and correspondence on my behalf. Helen made the experience easier to follow. It's an ongoing process - but we're getting there.

What could they have done better?

N/A

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Getting the best out of my Finances

How has Helen Tansley helped you?

Dealt with pension company on my behalf

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No was very professional

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I needed advice about life cover (existing policy)

How has Helen Tansley helped you?

She asked about my current circumstances and advised accordingly.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Allied for several years, but my previous advisor left the company. Allied have been responsible for my pension planning and Critical Illness insurance. Helen was recruited as replacement and has immediately stepped in to help me sort my retirement!

How has Helen Tansley helped you?

Helen has been efficient and very thorough. She carried out a full review and assessment of my wishes and needs. She has set up my pension drawdown and tax free sum promptlyso I could retire on my chosen date.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

At the moment, I cannot think of anything!

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Helen

Straightforward, professional advice.

Helen's reply

Thank you Sarah, this is very much appreciated and I look forward to working with you. Kind regards Helen

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I needed an adviser to help me put my savings to better use

How has Helen Tansley helped you?

Helen explained quite a few options we could do and after some serious thinking and Helen explaining the reasons for choosing where to put my investment I agreed to go ahead.

Have you seen the outcome you were hoping for?

Considering what is happening to this country and around the world with covid 19 I am more than pleased with my investment and is doing well considering.

What could they have done better?

At this very moment in time I cannot see what Helen could do to improve my finances, but to keep an eye on my investments and if and when she thinks changes need to be made she will let me know the reasons of her concern and an alternative solution can be made and hopefully increasing my investment in which is why I have trusted my finances in their hands.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to take out life and critical illness cover

How has Helen Tansley helped you?

Helen ensured the quotes she provided were tailored to factors that were important to us.

Have you seen the outcome you were hoping for?

Yes!

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Pension drawdown

How has Helen Tansley helped you?

She set up a drawdown option having reviewed the financial position

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Was annual review

How has Helen Tansley helped you?

Annual review

Have you seen the outcome you were hoping for?

unlikely as I am not looking for anything particular

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

The need to invest a lump sum which was required immediately.

How has Helen Tansley helped you?

Monitored investment choices and explained economic and market trends

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Anticipated the need for a report on a previously-held fund in order to compare with current performance.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cumberland

What were the circumstances that caused you to initially look for an adviser?

Retirement advice

How has Helen Tansley helped you?

From start the expert help allowed me to plan for the future

Have you seen the outcome you were hoping for?

yes

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum of money to be put into a pension

How has Helen Tansley helped you?

Advised me of where to put the money and what to do with existing pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing! As I am in the dark about such matters Helen was so helpful in everything she did for me. Helen made in very easy and simple for me to understand.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My partner and I were seeking protection for our mortgage. We are first time buyers and want our more protecting in case anything happens to us.

How has Helen Tansley helped you?

Helen found an underwriter for our insurance and mortgage protection.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with Helen

Helen, was very clear, concise and extremely helpful in making me understand what we are hoping to achieve, taking into account personal preferences.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I’ve had a financial advisor for approximately 40 years.

How has Helen Tansley helped you?

Helen reviews my income and expenditure annually and keeps me informed about my investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I’m happy with things as they are.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with Helen

Helen made us feel at ease straight away

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I had reached pension age

How has Helen Tansley helped you?

gave a list of options and advice

Have you seen the outcome you were hoping for?

no

What could they have done better?

she couldn't have done any better

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement.

How has Helen Tansley helped you?

Helen listened to our needs and discussed all our options on how we could move forward with the long term management of our pension pot. We found her friendly manner helped us discus our needs and wishes easily.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing ,everything was satisfactory.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Was receiving information from Pension providers and nearing Pension age. Needed help and advice

How has Helen Tansley helped you?

Explained everything and advised where best to place funds and at the same time reduce my current management costs. Be advised that "finance" like "chemistry" is something that is totally alien to me and similarly to my Wife. Helen could not have been more helpful with her research, her continued passing of information, her presentation and the fact that she made sure we fully understood everything that was involved. My wife and I left our meeting with Helen in a content state of mind.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

I can't think of anything that could have been done better bearing in mind that, before involving Helen, I was "clueless"!

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Over many years I became out of touch regards my pensions, I just had no idea where anything was or most importantly what any of these pensions were actually worth, I needed someone to take their time and explain to me in simple terms what I had and what they all meant.

How has Helen Tansley helped you?

Helen did exactly what I needed, simple straight explanations, she took her time to go through every element of my personal situation and gave me simple to understand answers. Nothing was too much trouble and her friendly approach to looking after me was second to none. I would have been lost without her.

Have you seen the outcome you were hoping for?

Yes, everything now in one place, with one goal and a clear understanding re my future investments and Pensions

What could they have done better?

nothing everything was superb

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Re-starting my pension contributions.

How has Helen Tansley helped you?

Giving advice on my current pensions and starting up a new pension pot.

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing, everything was fine

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Need to update pension investment scope

How has Helen Tansley helped you?

Reviewed existing status, discussed retirement planning and requirements, carried out the changes decided on

Have you seen the outcome you were hoping for?

Not - yet - only just instigating changes

What could they have done better?

Time will tell - right now I am really pleased at how easy it has all been thanks to Helen

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Unsure of the options I had to unlock some of my pension , I needed good impartial and knowledgeable advise

How has Helen Tansley helped you?

By explaining the options in a way that was easy to understand without being patronising

Have you seen the outcome you were hoping for?

Yes I have been able to realise some of my pension under Helens advice and am confident that future performance will meet my expectations

What could they have done better?

Its hard to say , I felt good about the whole process. Maybe a follow up call after the deal was done however this may have happened and ive forgotten

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Helen Tansley helped you?

She arranged my combined pensions together so that I have a reasonable income for my retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

My employer would not allow me to transfer my pension without financial advice

How has Helen Tansley helped you?

Helen was very thorough in reviewing my finances and made sure all advice I received was correct

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could have been more forthcoming with reviewing fees prior to me challenging them

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I contacted a Financial Advisor as I wasn’t sure what I was doing or what was best with regards to my pensions.

How has Helen Tansley helped you?

Helen helped my tremendously the amount of work put into sorting my pensions out with a certain company was fantastic and I certainly could not of done it with out her.

Have you seen the outcome you were hoping for?

Yes I did.

What could they have done better?

Helen was fantastic she could not of done anything better.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Age

How has Helen Tansley helped you?

Review of funds and that they are achieving my targets

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They continue to monitor my funds accordingly

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Transferring Pensions into one Pot & life insurance

How has Helen Tansley helped you?

Transferred all my pensions into one pot, and put my life insurance in place

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was continuing a long term relationship started when I was a partner in the firm

How has Helen Tansley helped you?

By giving me appropriate and well communicated advice

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

I honestly cannot think of anything

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to open a SIPP

How has Helen Tansley helped you?

Arranged for SIPP to be set up and annual reviews. Arranged Income protection plan also

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything has been positive

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To make sure I got the best advice for my money

How has Helen Tansley helped you?

Helen explained everything to me and made sure I understood everything.

Have you seen the outcome you were hoping for?

Yes very pleased.

What could they have done better?

No I cannot say helen could have done anymore than she did .

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Retiring from work with a lump sum I needed investment advice

How has Helen Tansley helped you?

Planning my finances, understanding my situation and requirements, suggesting appropriate investments for a balanced portfolio.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Desire to find efficient saving plan for excess cash reserves.

How has Helen Tansley helped you?

Advised me on suitable equity isa funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Helen was very pro-active and I was happy with the service.