Carol's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 2 )
Pensions ( 94 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 83 )
Auto Enrolment ( 1 )
Investments and Savings ( 121 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 47 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 50 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 28 )
£100k - £200k ( 18 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Staffordshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a investment with barclays that was poorly managed
How has Carol Dickens helped you?
She is very helpful and knowledgeable
Have you seen the outcome you were hoping for?
Yes I can see an improvement in my investment
What could they have done better?
Not a lot more
Carol:
Thank you, I’m delighted that my support has helped you achieve the improvements you were hoping for.Review
by a verified client in Cheshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband made the decision after inheriting some money.
How has Carol Dickens helped you?
Advised the best way to invest the money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know
Carol:
Thank you for your review. I’m glad my guidance on investing the money has delivered the results you wanted.Repeat review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carol Dickens helped you since your last review?
Always on hand to give advice if and when needed.
Carol:
Thank you for your feedback. I’m delighted to know that my support continues to be helpful to you.Repeat review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carol Dickens helped you since your last review?
No real advice just general update
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Carol
Pleasant and professional approach