Colin's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 117 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 1 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 6 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 22 )
£100k - £200k ( 23 )
( 1 )
Up to £50k ( 17 )
£50k - 100k ( 16 )
Review
by a verified client in West Lothian
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions
How has Colin Welsh helped you?
He has helped by getting all my finances in order
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Review
by a verified client in Aberdeenshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate our pensions
How has Colin Welsh helped you?
Good advice with my 2 pensions and savings
Have you seen the outcome you were hoping for?
Satisfied with advice for planning ahead for my retirement
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?
Previous pension planners felt my retirement savings were not worth their while managing.
How has Colin Welsh helped you?
He has been open and honest, and given excellent advice. He has kept in contact throughout the process of transfer and beyond.
Have you seen the outcome you were hoping for?
Yes. My investment has grown well and I am able to follow the progress easily online.
What could they have done better?
Nothing I can think of.
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?
previous advisor couldn’t help anymore
How has Colin Welsh helped you?
Good advice on how best to invest my pension and on managing it in my retirement; explained all my options clearly; regular updates and prompt service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m fully satisfied so far
Review
by a verified client in Renfrewshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement, wanted professional advice.
How has Colin Welsh helped you?
He has helped me to secure my future with possibility to retire at 60.
Have you seen the outcome you were hoping for?
The outcome has exceeded all expectations
What could they have done better?
Nothing.