Carol's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 2 )
Pensions ( 96 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 86 )
Auto Enrolment ( 1 )
Investments and Savings ( 123 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 48 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 52 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 28 )
£100k - £200k ( 19 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to deal with a pension fund
How has Carol Dickens helped you?
to assist with annual updates and information on how to use the pension pot
Have you seen the outcome you were hoping for?
not yet as only just reviewing final options
What could they have done better?
not sure
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A large legacy gave me the opportunity for investment and financial planning.
How has Carol Dickens helped you?
She has guided my investments to grow my capital and provide for my retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything.
Carol:
Thank you for sharing your feedback. I’m grateful for your time. I’m delighted that my advice has helped strengthen your retirement planning.Repeat review
by a verified client in Cheshire
3 months 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?
Gave advice on inheritance tax. Making the use of my tax free allowance on drawdown from pension. Advice on planning for a numbers of years in advance for my children and grandchildren re wills etc
Carol:
Thank you for your review. I’m pleased my advice has helped you plan ahead for your familyReview
by a verified client in Staffordshire
3 months 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
4 months 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.