Sarah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 17 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in East Riding
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement lump sum
How has Sarah Beall helped you?
Investing money Organising PIPP
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Sarah Beall helped you?
Good knowledgeable and practical advice
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing comes to mind
Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Realising that I needed to improve my pension provision
How has Sarah Beall helped you?
Identified gaps in my future income to help me understand my position more clearly, changed my pension and investment strategy, consolidated existing pensions and moved to different investment providers and funds
Have you seen the outcome you were hoping for?
Yes; 18 months in I am on a better trajectory
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sarah
My need for advice is not very complex, but Sarah did what I wanted
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Sarah
Initial phone conversation was very helpful and positive for me. She came across as very understanding of what i was looking for help with and we have arranged a face to face meeting in the near future to progress matters.