George Colson

George Colson

Grant Colson Financial Planning Ltd

George's reviews

Reviewed for

Pensions ( 2 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 2 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Financial Planning ( 2 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 1 )

Review

by a verified client in Worcestershire

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

George took over the responsibility when he took over the business

How has George Colson helped you?

George has assisted in finding the right funds to suit my orofile

Have you seen the outcome you were hoping for?

Early days but so far so good

What could they have done better?

I have no areas of complaint

George:

Hi Simon, Thank you so much for you review. I look forward to continue to work with you. Best Wishes. George
Review

by a verified client in London

10 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I have always had a financial advisor, for many years, Bill Colson. The transfer to George being our advisor, was easy and planned in advance.

How has George Colson helped you?

George has helped me with pretty well everything to do with my finances, and I would trust him with every detail of my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression

by a VouchedFor user

10 months ago

Overall

Please provide a brief comment about your experience with George

George takes endless trouble about my affairs, and I feel completely confident about all his recommendations

Review

by a verified client in Devon

10 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Inheritance.

How has George Colson helped you?

Advised on investing for my needs, long term planning, savings advice, pension and mortgage advice.

Have you seen the outcome you were hoping for?

So far, it has been satisfactory.

What could they have done better?

I’m not sure, George was extremely helpful.