Colin's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 106 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 55 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 4 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 33 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 18 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 16 )
£50k - 100k ( 15 )
Review
by a verified client in Stirlingshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to retirement from work.
How has Colin Welsh helped you?
Was given excellent advice.
Have you seen the outcome you were hoping for?
Yes, still ongoing.
What could they have done better?
Happy at the moment.
Review
by a verified client in Lanarkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was with my last employer for over 30 years and had a different number off pensions with them and other from other employers
How has Colin Welsh helped you?
He broke them down and told me what they were worth and where to reinvest
Have you seen the outcome you were hoping for?
Yes Colin was a great help I hadn't a clue where too start I must have had over 8 different pensions some were holding quite a bit others not
What could they have done better?
I was very satisfied with Colin if it wasn't for Colin helping me they would be still sitting there I didn't know where too start
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Colin
Very helpful and understanding always there to explain things good nature plenty of patience
Review
by a verified client in Inverness-shire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for retirement pension planning
How has Colin Welsh helped you?
Good sound advice on my future pension plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am taking early retirement and needed to understand the pros and cons of the monies held by your company and any impact relating to my company pensions.
How has Colin Welsh helped you?
Where do I start! He has helped me understand the very complex pros and cons that are pensions and in such a way that even I could understand and digest in order to make an informed decision about my future plans. I now feel confident in my choices and can look forward to a stress free transition into retirement, this is priceless particularly with the financial climate currently.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing, Colin would be my go to adviser and recommend him to others without hesitation.