Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 2 )
Pensions ( 82 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 75 )
Auto Enrolment ( 1 )
Investments and Savings ( 104 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 42 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 23 )
£100k - £200k ( 15 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
Review
by a verified client in Cheshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help to decide whether to take works pension or reinvest for drawdown options 8 years ago
How has Carol Dickens helped you?
Helped to transfer pensions into a drawn down pot , giving access to tax free lump sums earlier than via a monthly pension
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Happy with everything
Review
by a verified client in Merseyside
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband died and I needed advice regarding my inheritance.
How has Carol Dickens helped you?
Carol gave me advice regarding how I should invest my money and what I should consider in the future.
Have you seen the outcome you were hoping for?
Yes, I think so. My money has retained or increased its value and I have been given advice as to how I should continue.
What could they have done better?
I cannot make any suggestions in answer to this question. I am happy with the way things have gone.
Review
by a verified client in Cumbria
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and myself were looking for someone to help with pension planning, inheritance tax etc, that was in excess of 25 years ago, we are still with her.
How has Carol Dickens helped you?
In every way
Have you seen the outcome you were hoping for?
More than expected
What could they have done better?
Not a lot
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a financial advisor to help with early retirement planning and investment
How has Carol Dickens helped you?
Carol has coached us through a lifestyle plan that is tailored to our retirement needs which has meant that we have had enough to fund all that we dream of in retirement
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
Nothing everything has been perfect
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension policies needed combining
How has Carol Dickens helped you?
All pensions managed centrally and earning value
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There's lots of paperwork!