Colin's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 111 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 57 )
Auto Enrolment ( 1 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 6 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 35 )
Financial Mentoring ( 8 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 20 )
£100k - £200k ( 21 )
( 1 )
£50k - 100k ( 15 )
Up to £50k ( 17 )
Review
by a verified client in Midlothian
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions in different currencies and was unsure how to consolidate them to my advantage. I had approached other financial advisors and was not satisfied with their performance which seemed to be formulaic and not tailored enough. Colin took the time to ensure that although complicated, it was specific to my circumstances. Since then, he has been my first port of call for financial planning advice.
How has Colin Welsh helped you?
See above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
If I thought there was something, we would have discussed it long before now, and taken the necessary steps !
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning when retiring.
How has Colin Welsh helped you?
Advised on different options suitable for my needs.
Have you seen the outcome you were hoping for?
Yes, so far everything has been as promised.
What could they have done better?
Happy with advice given & can be contacted if anything needs clarifed.
Review
by a verified client in Clackmannanshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Did not know anything about pensions
How has Colin Welsh helped you?
Colin sorted everything for me I trust him completely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything seems fine
Review
by a verified client in Fife
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Release funds
How has Colin Welsh helped you?
By releasing funds and reinvesting
Have you seen the outcome you were hoping for?
Ongoing
Review
by a verified client in Lanarkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring in 2024 and spoke with Colin months before and was very impressed and felt at ease talking with him
How has Colin Welsh helped you?
Colin helped me with my pension plans I had and was very helpful and explained everything in detail a great help
Have you seen the outcome you were hoping for?
Yes and hopefully it continues too show
What could they have done better?
Can't think of of anything to be honest