Fiona's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 1 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 14 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 7 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Fiona
I’ve never spoken to anyone before for financial advice so I wasn’t sure what to expect. Fiona was lovely and I felt really comfortable with her talking about my finances. She went through everything step by step and I was really happy at the end of the session that actually I’d been doing a pretty good job on my own and was on track for my goals. Would highly recommend - thank you Fiona for putting me at ease.
Fiona:
Thank you for your review. All feedback is appreciated. It was a pleasure to meet you and be able to point you in the right direction.Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally went to Fiona for advice because I didn't have a financial plan in place and needed help with setting one up.
How has Fiona Monro helped you?
Fiona has helped me over the years with making sure my investments and pensions have all been working for me. More recently she has advised me on drawing my pension.
Have you seen the outcome you were hoping for?
Definitely!
What could they have done better?
Nothing - she is always clear with her advice, helpful and professional.
Fiona:
Thank you for your review. All feedback is greatly appreciated. It is a pleasure working with you.First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Fiona
Phone call good.
Fiona:
Thank you for your review. All feedback is appreciated and I look forward to my meeting with you.Repeat review
by a verified client in Lincolnshire
10 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fiona Monro helped you since your last review?
Ongoing support to ensure we have the best product available
Repeat review
by a verified client in Cumbria
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fiona Monro helped you since your last review?
No change from previous commentary - Fiona is always available to give advice on our financial requirements