Callum's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Leicestershire
13 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sought pension advice and Callum was recommended to me
How has Callum Tindall helped you?
Set up a retirement plan for myself and my wife
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing apart from a typing error
Callum:
Many thanks for the kind review, it is greatly appreciated.Review
by a verified client in Lincolnshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In the first instance, a number of years ago to condense a number of different pension pots into one for better control and understanding.
How has Callum Tindall helped you?
Callum prepares a very in-depth report for our yearly check-up meeting and we discuss all aspects. He is very informative and explains everything.
Have you seen the outcome you were hoping for?
Yes
Callum:
Many thanks for the kind words and review.Review
by a verified client in Derbyshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial were best to invest
How has Callum Tindall helped you?
By explaining how and were to invest
Have you seen the outcome you were hoping for?
Waiting for paper work and see outcome
What could they have done better?
Made more money
Callum:
Thank you for the great review!Review
by a verified client in Shropshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring from a negligent one that lost me a lot of money
How has Callum Tindall helped you?
Professional planning, understanding of my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. It’s still a work in progress
Callum:
Thank you for your kind review Lynne. It has been lovely to help you and your family with your finances.Review
by a verified client in Lincolnshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement
How has Callum Tindall helped you?
I didn't have a clue what to do. Hopefully he has advised me correctly.
Have you seen the outcome you were hoping for?
Too soon really to be able to tell.
What could they have done better?
Not sure.
Callum:
Thank you for your positive review Elizabeth :).