Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 18 )
Pensions ( 66 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 49 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 48 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 36 )
Financial Mentoring ( 13 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 15 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are in a world of constant changes and financial ups and downs of which some are totally out of my league and understanding. I wanted some professional advice from someone who is an expert in the field of finance, savings and investments
How has Sarah Hogan helped you?
Trust... I trust Sarah with all my financial planning and decisions and can relax that I am in excellent hands. Yes the word is "trust"
Have you seen the outcome you were hoping for?
Yes. Under the current financial restraints and my financial goals we are all under I cannot wish for a better result
What could they have done better?
Cant think of anything
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended to Sarah originally when looking for advice on managing my Mother’s investments after implementing Power of Attorney when she went into a nursing home.
How has Sarah Hogan helped you?
Sarah not only offered timely and helpful advice that made our money work harder, but she explained the various opportunities in plain English, with relevant advantages/drawbacks of different investments.
Have you seen the outcome you were hoping for?
Sarah’s advice saw investments grow during uncertain financial markets and gave us reassurance when required.
Sarah:
Thank you for your time to send this. It means a lot. See you in a couple of weeks.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I transferred to Sarah at KBA financial as I was previously poorly managed on my Pension Fund and I’m so pleased that I did.
How has Sarah Hogan helped you?
Total support received from Sarah in an extremely trustworthy and highly professional manner with all financial guidance tailored to my own personal requirements - quite simply 10/10
Have you seen the outcome you were hoping for?
It’s an ongoing and fluent financial management that I continue to receive
What could they have done better?
In all honesty …… I’m struggling to answer the question so I guess that’s my answer !!!!!
Sarah:
Thank you so much, it really is great to work with you and hopefully soon your family on your financial futures.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a plan for retirement, and advice on investments
How has Sarah Hogan helped you?
Immeasurably. We have a firm plan in place, regular reviews and are engaged in IHT planning
Have you seen the outcome you were hoping for?
Yes, we feel more reassured regarding our future financial security
What could they have done better?
Nothing really
Sarah:
Thank you for taking the time to leave a review. I am very lucky to have loyal long standing clients like yourself.Review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to plan for an early retirement and review what plans we had.
How has Sarah Hogan helped you?
Yes Sarah has enabled us to retire early. My wife was made redundant earlier than we planned to retire and Sarah safe guarded our plans to ensure we could retire earlier than planned. We reviewed all our investments and pensions and organised them so they would provide the best financial return without exposing us to unnecessary financial risks.
Have you seen the outcome you were hoping for?
Yes, we both are now retired although I undertake some consultancy work. All our pensions and investments are performing well and we have a a lifestyle we thought would not be possible 5 years ago. We worked closely with Sarah to make the right decisions to enable a balanced portfolio of investment decisions to be made.
What could they have done better?
I can’t think of anything. Some decisions we made were a little scary and the markets have been quite volatile over the past 4 years but having Sarah and her team at the end of a phone to speak to has been invaluable. With Sarah’s advice we have made the right decisions.
Sarah:
Wow, thank you for taking the time to leave a review with such detail. I love working and spending time with you both, your support means a lot.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for financial advice and safe places to save.
How has Sarah Hogan helped you?
Sarah is very personable and has expert knowledge. Her great forecasting system provides confidence we will have the money we need for a comfortable retirement. Her team are always helpful and provide prompt responses.
Have you seen the outcome you were hoping for?
Yes - a secure financial future.
What could they have done better?
Nothing comes to mind
Sarah:
Thank you. Its great to work with you both on your financial future.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had surplus income and wanted to do something effective with it, but had no idea where to start
How has Sarah Hogan helped you?
Immeasurably. I had no plan, now I have a plan. And I'm retired at 47!
Have you seen the outcome you were hoping for?
Better than I could have imagined.
What could they have done better?
We had some difficulty releasing money from the Prudential - this wasn't Sarah's fault, and I doubt they could have nagged the Pru more.
Sarah:
Thank you! I really love working with you both and am so pleased that you now have a plan in place.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for my future
How has Sarah Hogan helped you?
I am now retired and financially stable due to the support of Sarah
Have you seen the outcome you were hoping for?
The outcome has far reached beyond my expectations
What could they have done better?
Nothing could have been done better as I’m still being advised, this is a lifetime journey.
Sarah:
Thank you so much. You know how much I love working with you and thank you for your continued support.Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first met Sarah perhaps 20 years ago when she made a routine visit to discuss my existing pension savings via KBA. At the time I wasn't looking for a financial adviser but I was pleased she took an interest and I was happy to listen.
How has Sarah Hogan helped you?
As an "ordinary" investor my finances are simple. We simply needed to ensure we would have adequate funds to see us through retirement. How though has Sarah really helped us? We have become friends, she takes the time to understand people, their families, hopes and fears. Slowly I've learned to be a little more adventurous with investments and not to worry about our long term future. The tools available at KBA help one see clearly the "what if" answers. The highest compliment I can pay Sarah is to say she has become my trusted friend who gives financial support and advice. That's a long, long way from simply being a financial adviser. Her ethos runs throughout KBA.
Have you seen the outcome you were hoping for?
Yes, we have enjoyed eight good years in retirement to date
What could they have done better?
I can't think of anything
Sarah:
Thank you so much and I hope to look after you for a long time yet.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial security. The requirement for my investments to be invested wisely.
How has Sarah Hogan helped you?
By advising on how and were to invest with a view to long term financial; security.
Have you seen the outcome you were hoping for?
Absolutely, couldn't recommend her services enough.
What could they have done better?
Nothing
Sarah:
Thank you so much and for your continued support.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning. Pension consolidation.
How has Sarah Hogan helped you?
Sound advice on investment strategies. Clearly explained all the options available. Sarah has guided me through these difficult few years with great personal advice that makes me feel secure in my retirement. She clearly cares about her clients and fills you with confidence.
Have you seen the outcome you were hoping for?
Largely, although markets of last few years have seen us with lower growth than hoped for.
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions but no real idea of what best to do with them and had a desire to retire early
How has Sarah Hogan helped you?
Yes, very much so
Have you seen the outcome you were hoping for?
Yes, I am building towards it
What could they have done better?
Nothing really, if I ask for information it is always forthcoming
Review
by a verified client in Merseyside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous advisor not responsive and not aware of business advice eg bonds
How has Sarah Hogan helped you?
Great advice as a business owner herself - what she can make and save you more than pays for her services
Have you seen the outcome you were hoping for?
Markets aside yes I am pleased I and the business are in safe hands in the long term
What could they have done better?
Just a little less actions for me if possible and maybe slightly less comms (Or maybe I need to take time to read the comms more)
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a large amount of money invested in one of the high street investment portfolios that being Nationwide but felt that I needed a more professional, personal and individual approach to successfully achieve my goals.
How has Sarah Hogan helped you?
Understands my personal circumstances as an individual and not like the approach of a high street "general" portfolio where I was looked on as just one in a big crowd with no identity
Have you seen the outcome you were hoping for?
Yes. Unfortunatly the financial climate at the moment is restricting gains but the main consideration is that although gains are small im not loosing out by going into negatives
What could they have done better?
Unsure they could have done any better. Im pleased with the outcome Ive received
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receipt of inheritance monies
How has Sarah Hogan helped you?
She had given us a long term plan that will help us with our goals
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Sarah Hogan helped you?
Explaining how the tax system works and how to get the best from one's savings
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and the need for a mortgage and health insurance.
How has Sarah Hogan helped you?
Guided me through the whole process and found the best deals in these difficult financial times.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Tbh I can’t really fault them on any of the services they have provided for me.
Review
by a verified client in Perthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The realisation that my savings were not working for me.
How has Sarah Hogan helped you?
Professional, knowledgeable, realistic, open, honest and all the qualities I want from a financial advisor
Have you seen the outcome you were hoping for?
Realistic considering the current financial climate
What could they have done better?
Happy with everything
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been with an individual long-standing financial adviser for many years. This adviser decided to semi-retire and transferred his clients to Sarah Hogan's company, KBA. Sarah has been our adviser since the merger.
How has Sarah Hogan helped you?
Sarah has structured activities to address aspects such as loan trusts and a whole life policy to help protect our children regarding inheritance tax and hopefully to ensure they receive a usable inheritance. In addition to this Sarah has restructured my pension investments to suit current conditions.
Have you seen the outcome you were hoping for?
Whereas our old adviser concentrated on the performance of investments, Sarah has also looked at our personal needs and developed actions in this area.
What could they have done better?
Sarah and her team have been very helpful and effective and I don't believe we could have received a better service elsewhere.
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a busness owner we need to make sure we are covered in all facets of the business and in terms of pensions and finacial advice Sarah has been asssiting with choosing the right investments and looking after my pension.
How has Sarah Hogan helped you?
Pointed me in the right direction in terms of maximising tax relief.
Have you seen the outcome you were hoping for?
Yes. The market has been up and down over the last 5 years but overall the return has been good.
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Strategic retirement advice
How has Sarah Hogan helped you?
Allowed us to plan for the future. Given us confidence to make our dreams come true.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My personal finances were getting complicated
How has Sarah Hogan helped you?
immeasurably
Have you seen the outcome you were hoping for?
very much so yes
What could they have done better?
nothing!
Review
by a verified client in Wrexham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement / semi retirement seeking clarity on best way to fund it
How has Sarah Hogan helped you?
Clear advice. Presented options I wasn't aware of
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on a saving plan
How has Sarah Hogan helped you?
With her advise given and confidence she displays when various questions are raised
Have you seen the outcome you were hoping for?
Whilst the current financial market his up and down, I have overall achieved seen the outcome planned
What could they have done better?
At this stage very happy with the package KBA give
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started a new business
How has Sarah Hogan helped you?
Clear, sound and accurate investment advice
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was dissatisfied with my previous advisor
How has Sarah Hogan helped you?
Sarah and her team have help me with my pension planning, life Insurance, a buy to let mortgage and overall financial planning for the future. Her advice over the years has been absolutely top class.
Have you seen the outcome you were hoping for?
Yes, very much so
What could they have done better?
In my opinion - nothing
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for robust financial and inheritance planning.
How has Sarah Hogan helped you?
Regular, down-to-earth advice that has given us peace of mind for our retirement years.
Have you seen the outcome you were hoping for?
Yes
Sarah:
Thank you Janet, its always a pleasure seeing you both and bringing everything up to date. Lets hope we will now get to in person at some point.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Making quite a bit of money and not knowing anything about how to manage it well!
How has Sarah Hogan helped you?
Immeasurably
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Sarah:
Thanks Charlie, always a pleasure looking after you all and seeing your plans come to fruition. Brilliant. Sarah.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The financial adviser before KBA was nowhere near to the professional standards ofSarah and a change of advisor was therefore needed and thank goodness KBA approached me as no regrets on my behalf at all !
How has Sarah Hogan helped you?
100% +
Have you seen the outcome you were hoping for?
Completely both on the financial front but also on the personal front from Sarah and her qualified team
What could they have done better?
Not an issue any any of my requirements have and are being fully met !
Sarah:
Thanks Andy. Thoroughly enjoyed this years catch up and great to see you as always. Take care. Sarah.Review
by a verified client in Merseyside
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wasn't happy with current advisor
How has Sarah Hogan helped you?
Improved the returns i receive and made my money work harder.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Been cheaper :)
Sarah:
Haha, thanks Rich. Always a pleasure. SarahReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially it was purely mortgage advice, then pension advice and now overall financial planning. I had received poor financial advice from other advisors in the past resulting in the loss of all previous investments or so I thought, having spoken with Sarah she offered to investigate and I was able to recover a significant portion of my original investment. I was impressed by Sarah's honesty and openness as well as her obvious knowledge in the sector and have since been rewarded by the support of Sarah and KBA in building towards a much stronger financial future.
How has Sarah Hogan helped you?
Sarah has given me faith back in financial advisers and guided me towards a much better financial future than I had expected. I know i can reach out to her if needed and her and the team will always provide support when I need it. I have introduced the rest of my family to Sarah as a result of the work that KBA have carried out for me and recommended KBA to friends. If you're looking for someone who cares and offers good advice then look no further.
Have you seen the outcome you were hoping for?
Yes, my financial affairs are much stronger now and I have confidence in the advice that Sarah and the team at KBA provide
Sarah:
Wow, thanks Mark. That brought a lump to my throat. Thank you for trusting us with both yours and your families financial future. Sarah xxReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for over 20 years
How has Sarah Hogan helped you?
Clear understandable advice to meet my needs
Have you seen the outcome you were hoping for?
Mixed
What could they have done better?
Wills and Trust service does not match the high standards of KBA
Sarah:
Thank you for taking the time Ann. Much appreciated. SarahReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of my husband
How has Sarah Hogan helped you?
Sarah has helped me invest wisely to suit my circumstances
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Sarah:
Thank you Janette. I am looking forward to seeing you next week. Sarah.Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate several work pensions and savings plans to get better returns. Sarah had helped a relative and was recommended.
How has Sarah Hogan helped you?
Satah's steady approach and advice during a pandemic and 2 financial crisis has been reassuring and sound. She explains things in as much depth as you need, is articulate and clear making decisions easier.
Have you seen the outcome you were hoping for?
Yes, Sarah has helped stabilise my portfolio and enabled me to take early retirement.
What could they have done better?
Nothing I'm very happy with the service Sarah provides. I'm not surprised she is so busy though.
Sarah:
Thank you Clive for a lovely review. Always a pleasure working with you, Ann and all the family. SarahReview
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially it was to get pension advise and guidance as I moved closer to retirement age.
How has Sarah Hogan helped you?
Given my situation with respect to my health, Sarah has offered very personal financial advice and guidance. Over the years I have known her she has supported my wife and I with an understanding and respectful approach and above all built the trust required to look after our financial future.
Have you seen the outcome you were hoping for?
Sarah has provided me with the guidance I needed on pensions and retirement but has also provided so much more with regards to financial advice.
What could they have done better?
Nothing really. If I have had any concerns Sarah has listened and responded quickly to resolve them, but these have always been minor administrative issues.
Sarah:
Thank you Paul. I feel very privileged to have been your adviser now for over 10 years and to be entrusted with the family and future plans. Sarah.Review
by a verified client in Merseyside
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I believe it was for key man insurance.
How has Sarah Hogan helped you?
Been there through every aspect of help we have required through insurance, pensions, shares etc.
Have you seen the outcome you were hoping for?
All done and sorted through many a change too.
What could they have done better?
No complaints.
Sarah:
Thanks Steve. Always a pleasure and a laugh as well looking after you all. Fifteen years of working together and lets hope for a long time to come yet. SarahReview
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to set up SIPPs and get general financial advice, improve our investments
How has Sarah Hogan helped you?
Very much so, she has a holistic approach, good communicator, looks at our financial health in the round.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure, very happy with her services.
Sarah:
Thank you Gill. I always look forward to seeing you and its great to see your financial journey develop. I am looking forward to seeing you soon. SarahReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to my long term retirement plans
How has Sarah Hogan helped you?
She has helped with target projections..re mortgage help and pension consolidation
Have you seen the outcome you were hoping for?
Still on going
What could they have done better?
Nothing really, sarah knows my needs and is never pushy..updates me when relevant and organises review meetings for me to gauge where we are
Sarah:
Thank you Tom. I would hope as your financial future develops we can work more closely together as your plan comes to fruition. Always a pleasure looking after you. SarahReview
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice, retirement planning, investment.
How has Sarah Hogan helped you?
Retirement planning on all aspect. Wills an trust advice.
Have you seen the outcome you were hoping for?
Yes absolutely. Fantastic advice.
What could they have done better?
Nothing
Sarah:
Thank you Chris. I thoroughly enjoy our meetings and chatting everything. Its great to see your plans coming into fruition for your financial future. SarahReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired and needed help with my pensiond
How has Sarah Hogan helped you?
Sarah helped combine my pensions into one scheme
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think Sarah could have done anything better the help and advice she gave was excellent
Sarah:
Thanks Sandra. Its always lovely to see you and to talk about your plans and ensure they are on track. Thank you for a lovely review. SarahReview
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Sarah Hogan helped you?
Analysis and direction with our financial profile to inform and optimise our retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to date - very happy
Sarah:
Thanks Kevin. What a journey in the last few years. I am so privileged to be part of that journey and cannot wait to see what the next few years brings. SarahReview
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for one person I could trust to help me with my finances as I approached retirement.
How has Sarah Hogan helped you?
Organising my finances and feeling confident that I have someone I can rely on.
Have you seen the outcome you were hoping for?
Yes, I am seeing a good plan come together which can be flexible if needed.
What could they have done better?
Nothing
Sarah:
Thank you Chris. Our meetings are always a joy and I am excited about what the future holds for you. It is great to be part of that planning and see the plans come into fruition. SarahReview
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on financial planning personally and for our company
How has Sarah Hogan helped you?
She has offered advice on products we were not even aware of and also focused our attention on the areas of our business that needed attention.
Have you seen the outcome you were hoping for?
Yes, for a variety of scenarios
What could they have done better?
Nothing
Sarah:
Thanks Steve. I love dealing with you guys and the team at your end make it easy as well. I am excited now with recent developments about what your financial future looks like and pleased to be a part of it. SarahReview
by a verified client in Merseyside
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Sarah Hogan helped you?
Sarah was able to support me in planning for my retirement, managing my retirement income and considerations for other financial matters.
Have you seen the outcome you were hoping for?
yes I have
What could they have done better?
Everything was excellent
Sarah:
Thanks Gaynor, I'm so pleased the day is finally approaching after years of us planning for it. Sarah xxFirst impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Sarah
There were a number of personal and business requirements I wanted to discuss with a Financial Adviser. I've known Sarah for a number of years as a client of mine and it's been a valuable experience to be a client of hers. The Team at KBA have been responsive and great to see a team work together to support clients.
Sarah:
Thanks Marc, great to have you onboard.Review
by a verified client in Lancashire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We moved back from Spain, and needed profesional advice on what to do and where to put our money.
How has Sarah Hogan helped you?
Sarah, gave us profesional advice with tricky situations moving back from Spain. Sarah is still looking out for us
Have you seen the outcome you were hoping for?
We have seen our investments grow and her advice has been very helpful and friendly
What could they have done better?
Nothing comes to mind, very happy so far.
Sarah:
Thanks Charlie, always a pleasure and always fun dealing with you both.Review
by a verified client in Perthshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After years of saving I realised my savings were doing very little other than sitting dormant. Time to become a financial ' grown up'
How has Sarah Hogan helped you?
Truly listened, understood and suggested options that fitted with my requirements. Top notch in every way - couldn't have asked for a better service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No change required - thank you.
Sarah:
Thank you Cathy, always a pleasure.Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The world of finance is getting more complicated I needed an expert in this situation
How has Sarah Hogan helped you?
Understood straightaway my needs with no messing around
Have you seen the outcome you were hoping for?
Yes very much so financially
What could they have done better?
Not much all areas were covered well
Review
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering retirement
How has Sarah Hogan helped you?
Helped us to fully understand our finances and what we need to put in place
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Very impressed by Sarah’s knowledge and support
Review
by a verified client in Lancashire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for future retirement
How has Sarah Hogan helped you?
Excellent service
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I sought financial advice prior to taking retirement.
How has Sarah Hogan helped you?
Sarah fully explained several pension options in addition to inheritance planning for my family.
Have you seen the outcome you were hoping for?
Yes, the reality is exactly as explained several years ago.
What could they have done better?
Her advice and explanations were perfectly correct, so I cannot see what could have been improved.
Sarah:
Thank you John and Chris, I always value your feedback and I am hopeful we can meet in person after Easter.Review
by a verified client in West Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To Review our pensions initially
How has Sarah Hogan helped you?
She was very helpful and took the time to fully understand our position and offered advice in line with such
Have you seen the outcome you were hoping for?
yes
Sarah:
Thanks RachelReview
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
KBA have been the family advisers for several years
How has Sarah Hogan helped you?
Yet another great annual financial review / Health Check - Lots of great tips and guidance
Have you seen the outcome you were hoping for?
The outcome is peace of mind.
Sarah:
Thanks John, always a pleasure.Review
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on saving for my future and that of my family
How has Sarah Hogan helped you?
Sarah has advised me on all my investments, pensions, mortgages
Have you seen the outcome you were hoping for?
In difficult economic times I am seeing a good return on my investments, I am happy with my mortgage deal and know that my financial planning is in safe hands
Sarah:
Thanks Carol. Its been lovely working with you over these last few years. I am excited to work with you in the future.Review
by a verified client in Hertfordshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General financial planning
How has Sarah Hogan helped you?
Sarah considered my circumstances and provided thoughtful and sensible options
Have you seen the outcome you were hoping for?
yes - it is a long term process
Sarah:
Thank you Charlotte and for taking the time to review also.Review
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Timing and a concern that i didn't have my finances in order for the long term.
How has Sarah Hogan helped you?
Sarah has explained, advised and guided me to understand and make better financial decisions for my long term financial future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
in my case potentially do a 6 monthly review with a web based portal login to financial planning file.
Sarah:
Thanks for the review Paul, will email you re the 6 month and portal login as these are already available to you. See you at our meeting in a couple of weeks.Review
by a verified client in Lancashire
4 years ago
Overall