Reviewed for

Insurance and Protection ( 2 )

Pensions ( 95 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 61 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 2 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 13 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 16 )

£100k - £200k ( 14 )

( 1 )

Up to £50k ( 21 )

£50k - 100k ( 11 )

Client reviews

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

semi retirement after selling business and having a lump sum to invest for income. needed trusted and realistic financial advice.

How has Helen Brown helped you?

Over view of savings, pensions and ISAs with advice and implementing of investments. A service which allows me to review with Helen's help periodically rather than the need for constant consideration. A balanced and trusted portfolio of investments achieved in order to get capital growth and income with balanced risk.

Have you seen the outcome you were hoping for?

achieved overhaul of finances as needed and starting to see the benefits.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Helen helped me with a pension transfer as part of a divorce.

How has Helen Brown helped you?

Helen has listened to my financial circumstances and has put in place the pension best for me. She answers questions quickly and is very approachable.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Before retiring I needed to organise savings and pensions for my future needs.

How has Helen Brown helped you?

For the last 10 years she has advised me, and managed my investments as family circumstances changed.

Have you seen the outcome you were hoping for?

Yes- Everything is organised in a professional manner. Helen is very knowledgeable, and all staff are friendly and helpful.

What could they have done better?

Nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I needed to invest my pension

How has Helen Brown helped you?

Helen discussed my needs and advised me

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

My husband had a forgotten pension of an substational amount.

How has Helen Brown helped you?

Helen advised us of the best options available.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Works pension after retiring through ill healthM

How has Helen Brown helped you?

More or less done everything for me Very helpfull

Have you seen the outcome you were hoping for?

More or less just waiting for response from pension provider

What could they have done better?

Done everything perfect for me

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

We needed to get a better return on our spare funds.

How has Helen Brown helped you?

She took us through a good process of our present and future requirements. Assessed our view on level of risk and presented us with a number of options.

Have you seen the outcome you were hoping for?

It’s too early to tell with regard to returns but all the investments and structures have been quickly and efficiently put in place.

What could they have done better?

Nothing that I can think of.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Helen Brown helped you?

Assisted in many aspects of helping understanding financial matters, taken considerable time and effort putting into place the new policy’s.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate a number of private pensions into a single SIPP.

How has Helen Brown helped you?

Helen worked hard with all the pension providers and with my chosen SIPP provider to consolidate the pensions, making it much easier for me to review and use my pension.

Have you seen the outcome you were hoping for?

Yes. It's been a good experience, with Helen guiding me through the process and with her managing the transfers.

What could they have done better?

Nothing really. Comms were good, and the result is excellent so far.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Having multiple pension schemes I decided that I wanted them all rolled into one. Unsure as to whether this could be achieved I decided to seek advice.

How has Helen Brown helped you?

Helen was professional throughout the process and listened to my concerns. Being a person who doesn't understand pensions she spoke in a way that I could understand and make the correct decision.

Have you seen the outcome you were hoping for?

Yes, I am now in a position were I understand my pension and future finances.

What could they have done better?

Helen was very understanding of my circumstances and I could not have hoped for any more than what was done for me.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Conwy

What were the circumstances that caused you to initially look for an adviser?

There was a need for me to take professional advice to make better use of my assets. I was recommended to Phillip Bates and Co by a close and trusted friend.

How has Helen Brown helped you?

Helen has reviewed my circumstances, both financial and personal, and made recommendations that have enabled me to make better use of my assets and plan for the future.

Have you seen the outcome you were hoping for?

Yes. Although it is still early days, I have been pleased with the outcomes to date.

What could they have done better?

N/A

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to take early retirement and required expert advice on the way forward in converting several pension pots accumulated over the years. My wife also had a defined benefits plan that we required advice on.

How has Helen Brown helped you?

Helen collated all the individual pension into an investment portfolio which gave a monthly draw down and also advised on taking tax free lump sums that were available on the each plan. Helen also advised my wife to start drawing down her pension as it had reached it's full potential due to length of service and the employer would no longer be adding to the pot.

Have you seen the outcome you were hoping for?

Yes completely.

What could they have done better?

No, I received excellent advice and service and it is still ongoing

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Helen

Helen was professional and helpful

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Helen

Helen made me feel very comfortable and not pushy at all.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Transfer of pensions into one invested bundle

How has Helen Brown helped you?

Helen was / is outstanding Well versed in pensions and investment schemes and has a great team behind her- most notably Steph!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not at all Outstanding and good fun to work with!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

To access and merge two pension pots, how to drawdown the pension.

How has Helen Brown helped you?

Initial meeting was to discuss my circumstances, future plans and pension advice on merging two pensions. Helen was thorough and provided IAG for me to consider. Second meeting was to commit to the merging process and Helen provided IAG to support this, all information provided was easy for me to understand. Helen provided advice on planning and accessing drawdown, and a lot of other relevant advice along the way. Really good response and reply to emails.

Have you seen the outcome you were hoping for?

Yes, most definitely. I had time to think and digest information, appointments were made to process the merging. Correspondence has been clear via contract forms, updates and emails. Everything has been processed in a timely and efficient manner. I instant have access to view my pension growth and development.

What could they have done better?

I am very, very happy with the service.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Helen

Unfortunately Helen was unable to offer advice on a financial product I have within an established sipp.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I have had financial help from Helen in the past prior to my retirement and following a review I decided to ask Helen for some more advice for long term investment.

How has Helen Brown helped you?

Following some quite detailed questions that all related to how I viewed financial risks, which I have to say pulled me in several directions until I was able to talk to Helen and to fully understand not only the potential risks but also the potential gains. It was after all my decision as to how I proceeded , but that was greatly assisted by talking to Helen and asking questions, and then asking her more questions, which she answered with a great deal of patience. She was always ready to talk to me.

Have you seen the outcome you were hoping for?

I believe that I do have the right outcome, it wasn't always easy, especially after the last few years. But I am confident that having listened to the advice that Helen gave my the correct decisions have been made.

What could they have done better?

The lack of face to face contact made the decision a bit more difficult, the telephone isn't a great medium to use when you are trying to make decisions. But hopefully that is behind us know and I look forwards to seeing Helen again.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Looking for advice on retirement income from, and/or consolidation of, one (or more) executive and personal pension plans.

How has Helen Brown helped you?

Collected and collated all information from the relevant pension providers and identified the options available. This was done in a diligent and timely manner despite delays (on the part of the providers) due to staff shortages during the pandemic, with regular feedback/updates.

Have you seen the outcome you were hoping for?

One of the providers was offering a very good annuity rate, which I decided to take. There were complications (involving a transfer from one provider to another), so the intended consolidation of the remaining funds has been deferred until these have been resolved. This would have been beyond the scope of the initial work, anyway.

What could they have done better?

Nothing, under the circumstances (pandemic and provider response times).

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I needed quality advice to enable me to make the right decisions regarding my financial security in retirement.

How has Helen Brown helped you?

Helen carried out a full review of my financial circumstances and offered alternative solutions to suit my individual requirements. These alternatives were discussed in further detail to enable me to make a final reasoned judgement as to the best option to take.

Have you seen the outcome you were hoping for?

Yes, I am now receiving a monthly income through a drawdown product which hopefully will continue performing adequately in the future and contribute to a comfortable retirement.

What could they have done better?

Nothing; there were some delays but these were caused by external agencies, not by Helen.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to know what I could do with my pensions and how this fitted in with my personal plans

How has Helen Brown helped you?

Helen gave me a number of options and suggestions and we eventually came to one single recommendation

Have you seen the outcome you were hoping for?

Absolutely, Helen restructured my pension arrangements to meet my needs and plans for the future. Currently, everything is doing well based on the risk profile we discussed.

What could they have done better?

Nothing, I received great advice in a timely manner as Helen matched what I needed with a financial plan and put it into place for me. Great advice and fabulous service.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

To seek a review of current and longer term investment, pension and retirement planning, with associated svenario modelling

How has Helen Brown helped you?

Providing options and associated modelling of investment and future income.

Have you seen the outcome you were hoping for?

Yes, Helen's support has been very clear,informative, professional.

What could they have done better?

Nothing, exactly what we needed

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Planning for early retirement.

How has Helen Brown helped you?

I was pretty much pension-and finances-phobic so desperately needed advice. Helen was amazing, helping me to make sense of my various pensions and getting everything organised appropriately. Now my finances are healthy and easy to manage, and I am happily enjoying my retirement.

Have you seen the outcome you were hoping for?

Thanks to Helen's efforts my finances are healthier now than they have ever been, far in excess of what I had expected.

What could they have done better?

Couldn't have been better. As well as being extremely thorough and professional, Helen was very patient and understanding, and great at explaining (often more than once!) what needed to be done.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Have known Philip Bates & Co Financial Services Ltd for over 15 years & for as long as I can remember, Helen Brown has always been my contact there but strangely enough, have never met her face to face in all these years. When I learnt that she had been listed in the VouchedFor's 2021 Top Rated Financial Adviser Guide, I had no hesitation in telling her that I wanted her continued advice. She actually suggested I found a Financial Adviser closer to home.

How has Helen Brown helped you?

She helped me in 2015 with my Prudential Pension & again this year (2021) with my LV Retirement Plan.

Have you seen the outcome you were hoping for?

Definitely YES.

What could they have done better?

Absolutely NOTHING.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Denbighshire

What were the circumstances that caused you to initially look for an adviser?

I felt it was time to start taking my pension, given the mix of occupational and private pensions I have I wanted confirmation the timing was right and which options were most advantageous.

How has Helen Brown helped you?

Provided a clear and logical report and guidance that enabled me to come to the most advantageous conclusion. This was done in a businesslike way, with a friendly attitude and always approachable & responsive.

Have you seen the outcome you were hoping for?

Having purposely waited 6 mths before doing this review I can confirm I achieved the best solution for me and also the investment advice is now delivering well.

What could they have done better?

Seriously difficult to think of anything! Very Professional.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Having had concerns regarding the both the quality of advice, and the level of charges, I was receiving from my previous financial advisor, I decided to benchmark their service. From my first conversation with Helen, I have been impressed by her knowledge, professionalism, and the clarity of her communication, but most of all by her obvious commitment to customer service. Helen has worked with us to identify the best investment options for our needs, addressing all of the concerns that I had with my previous advisor along the way, and without any prompting.

How has Helen Brown helped you?

Helen conducted a complete review of our current financial situation, our attitude to risk, and our future goals, before making her recommendations. Her recommendations included a comprehensive comparison of my existing pension arrangement versus her proposed option, with her proposed offering showing stronger historical growth performance, no greater risk, and significantly lower management costs. Helen's recommendations included advice on how to improve our tax efficiency, something which my previous advisor had never picked up on;, and has since advised my partner on how to maximise returns on her savings

Have you seen the outcome you were hoping for?

Having implemented all of Helen's recommendations, and whilst it is still early days, my pension fund is certainly performing in line with expectations, and the lower management costs secured, will show a significant benefit moving forward. More importantly, we now feel confident that our investments are being professionally managed, with an advisor we can trust

What could they have done better?

I'm not sure my advisor could have done anything better

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Consolidation of a significant number of private pensions

How has Helen Brown helped you?

Helen set out all the options in a very clear and understandable way and then went on to action her recommendations efficiently and quickly despite the difficult situation we all find ourselves in at the moment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that we can think of

Review from verified client

December, 2020

Overall

Service

Value

Advice

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Retirement- conversion of cash ISA to annuity Transferring investments via Hargreaves Landsdown to new hub after collapse of Neil Woodford fund - very dissatisfied with HL handling of it

How has Helen Brown helped you?

Patiently leading me through options and what I think was thorough background work.

Have you seen the outcome you were hoping for?

My annuity has been good So far so good with investment

What could they have done better?

Nothing I can think of

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement meant I had to look to see what I could do with my defined contribution company pension pot to ensure I had a comfortable retirement.

How has Helen Brown helped you?

My company had access to another pensions adviser that I could use to give me advice. I used this company and found that they were "OK" in the advice offered but I wanted more than OK, after all this was my life's savings. My wife had been a client of Helen's for a couple of years so I decided to compere products and service. Helen went to extra mile both not only in advice, explaining everything and getting me the best portfolio but offering tax advice to ensure we were able to make tax efficient decisions. The bonus was that this service and the on going charges were considerably cheaper than the the first provider.

Have you seen the outcome you were hoping for?

Absolutely, I am very please with the service and advice provided.

What could they have done better?

I don't believe that the advice given could have been better

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

To give us necessary financial support and help with our pensions from a professional point of view.

How has Helen Brown helped you?

Helen’s professional to a very high standard her calm and honest approach made us comfortable and very pleased with the options available to myself and my wife we were able to ask numerous questions that were answered in a confidant and conscientious manner which gave us great confidence we can’t thank her enough Gra&jill.

Have you seen the outcome you were hoping for?

Yes most definitely, we are very pleased thanks.

What could they have done better?

I chose to speak to Helen after reading her qualifications and what Helen has obviously put into her career to put her where she is in her respected field.Helen treated us with personal respect and confidence. We would strongly recommend Helen for any financial advice that you may require thanks so much.

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Helen

Knowledgeable

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Helen

Helen was very clear in explaining her charges and gave a brief explanation of how she might invest on my behalf.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

I wanted some advice about how to simplify a variety of private pensions, and what I should be doing to save for retirement most effectively.

How has Helen Brown helped you?

Helen helped me understand what I needed to be doing to plan and save for retirement. Helen managed the transfer of several private pensions into a recommended pension product, as well as setting up an ISA.

Have you seen the outcome you were hoping for?

Although my retirement is still some time away, it has given me peace of mind to plan for the future, and know I will have ongoing advice. I now feel confident I am on the right path to save effectively for my retirement.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Lost confidence with previous fund manager HL after Neil Woodford debacle.

How has Helen Brown helped you?

All contact has been by phone and email. I have had dealings with Helenin the past when arranging an annuity’. Helen was thorough and professional but approachable and patient . That’s why I contacted her for the transfers of our investments.

Have you seen the outcome you were hoping for?

I believe that we are in good hands and that we now have good portfolios. We feel comfortable that we have a more personal service than with HL. We have confidence in Helen

What could they have done better?

If anything we thought the process of the actual transfer of funds took a long time but I know HL took several weeks to sell our stocks

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to take one of my pension schemes to enable a house purchase.

How has Helen Brown helped you?

Having looked at my pension arrangements, Helen was able to suggest a way of releasing a tax-free lump sum which also allowed me to continue to contribute to the scheme.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to get independent professional advice about my pension and savings to maximise benefits to plan for my early retirement in 5 years time

How has Helen Brown helped you?

Helen checked current pension plans. Contacted company and private pension providers and compared current investment plan against my risk profile. Provided alternative plans that would be a closer fit with my risk profile. Suggested the best strategy to take.

Have you seen the outcome you were hoping for?

In terms of the selected investments it is still early days but investments look good and have confidence that I still a good return. In terms of Helen's knowledge and efficiency and the service provided, these exceeded my expectations and I found our meetings relaxed, informative and very professional. Helen took the time to understand my objectives and reasons behind these and focussed on achieving these above all else. Throughout the whole process Helen ensured I was kept up to date on progress and took a great deal of weight off of my shoulders that would have occurred had I tried to progress this myself.

What could they have done better?

Nothing more as Helen provides a great service and I know that my investment and plans are in good hands. Have no hesitation in recommending Helen as an excellent Financial Advisor to work with!

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Retirement financial planning

How has Helen Brown helped you?

Provided details and advise on several options open to me

Have you seen the outcome you were hoping for?

Once the option was selected to results were exactly as Helen had predicted

What could they have done better?

I feel Helen covered my requirements in a detailed and timely manner. Giving me time to study question and deside on the correct outcome

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

I was looking into accessing my pensions.

How has Helen Brown helped you?

Helen advised me on all my pension options and gave a detailed review of what I could expect from each option.

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome.

What could they have done better?

Nothing, I was kept upto date with the whole process as it progressed either through phone calls or emails .

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Helen

I had a useful chat with Helen about my fathers finances, she was quick to highlight conflict of interest issues (between myself and my father) which was very reassuring. She also provided some good general advice. Ultimately we did not proceed since my father is located on the South Coast, and Helen is based in North West England.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Phillip Bates & Co for over 40 years and have every confidence in all the services that they provide. The financial services part of the company is as first class as all aspects of the company. Therefore i had every confidence in seeking their help in this matter.

How has Helen Brown helped you?

Helen provided me with the various options, and gave me impartial advice as to the goods and the not so goods of all of them which i then decided for myself which to consider.

Have you seen the outcome you were hoping for?

I most certainly have.!!!

What could they have done better?

Quite honestly there was nothing Helen could have done better for me, she was a beacon of light in the complexities of the financial world of which i know very little. Over the last ten years Helen has helped me by setting up pension policies and has been very professional in every way.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Had a small pension pot that I wanted to maximise, over a reasonable time scale

How has Helen Brown helped you?

Helen gave me choices and discussed the out come of each of the options. She then discussed my current financials and we then reviewed the short list of products. She then gave me time to review her recommendations before we finally settle on the way forward that we both thought was right. This is the third break point (every 5 years) that we have discussed the change of my financial circumstances and ongoing requirements . Helen modified her recommendation to meet my new requirements .

Have you seen the outcome you were hoping for?

Each new period has produced exactly what Helen had set my expectation to expect.

What could they have done better?

On balance she provided me with everything that I required in advise, time to think, and responded to any concerns.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

At age 55 I wanted to set up an annuity with my private pension

How has Helen Brown helped you?

After the initial discussion , Helen along with her team , did absolutely everything to bring the process to a conclusion.

Have you seen the outcome you were hoping for?

Yes I was happy regarding everything

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Advice required upon pension maturity date .

How has Helen Brown helped you?

She reviewed my pension status and gave advice on future options for my capital.

Have you seen the outcome you were hoping for?

Yest

What could they have done better?

To date, we are very happy with the advice and assistance Helen has given.T

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Helen Brown helped you?

Simplified a complicated area and helped us to plan for our future which hopefully will have positive results down the line. Patient, friendly and always keeping us informed. Filled us with confidence.

Have you seen the outcome you were hoping for?

So far yes with initial advice.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Due to retire and needed to sort and understand some complexities and have a better understanding of the future ahead

How has Helen Brown helped you?

Sorted a smaller private pension but also really useful forecast as a family unit

Have you seen the outcome you were hoping for?

Only just invested from a family perspective so will see growth over time and yes my own advise really good

What could they have done better?

as yet nothing. only just completed piece of work so ongoing updates and communication will be really useful. To date professional, knowledgeable and reliable with work timely completed and executed well

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Prospective retirement and inheritance advice

How has Helen Brown helped you?

Having never used the services of a Financial Adviser before, we found that Helen's representation of the facts and options helped greatly in making a life changing decision.

Have you seen the outcome you were hoping for?

Yes. investments at an early stage but retirement plans in progress.

What could they have done better?

No. Always responded promptly and clearly.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I reached 55 and needed advice on transfer and drawdown options,

How has Helen Brown helped you?

Hele helped me understand my options and what needed to be done to achieve my goal.

Have you seen the outcome you were hoping for?

Yes the outcome was as Helen and I arranged

What could they have done better?

There was nothing more Helen could have done to improve her service every thing that was done was fast and processed with no issues, Helen and the team really do there best for there customers and do it in a friendly and down to earth manner, I found Helen to by very pleasent person who takes the time to listen to the customers request and works hard for them to get the best deal for them

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To obtain best financial/pension advice

How has Helen Brown helped you?

Helen has been a great help to me over the past few years. She has given me sound advice and guidance to achieve maximum benefit from my various pensions

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Helen could have done no better!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I retired from work through I’ll health and had 2 Pensions that needed desperately Sorting out.

How has Helen Brown helped you?

Helen was amazing My wife and I went for our free hour consultation to see what Helen could do for us. I have parkinsons which means I’m not very good at meeting people Helen made us feel so welcome within 10 minutes the shaking stopped she came up with all these ideas and then we discussed was best for me

Have you seen the outcome you were hoping for?

Yes I have seen the out come I was looking for. Thanks to you Helen

What could they have done better?

There is nothing Helen could do better she took her time and explained everything down to fine detail. I am that impressed that I have recommended Helen to my brother-in-law.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Wanting to move investments into a more secure savings arrangement.

How has Helen Brown helped you?

She explained all the options very clearly and completely understood our needs and concerns. Helen took a great deal of time with us in meetings and also researching our situation and was always available by phone or email as were her team - we felt incredibly well looked after and informed.

Have you seen the outcome you were hoping for?

We have almost concluded our financial adjustments and so far so good! We will continue to see Helen in future years to finalise our investments.

What could they have done better?

We can’t think of anything Helen could have done better, she has been brilliant and I wouldn’t hesitate to recommend her.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was looking to get independent professional advice about my pension and savings to maximise benefits to plan for my early retirement in 5 years time

How has Helen Brown helped you?

Helen checked current pension plans. Contacted company and private pension providers and compared current investment plan against my risk profile. Provided alternative plans that would be a closer fit with my risk profile. Suggested the best strategy to take.

Have you seen the outcome you were hoping for?

In terms of the selected investments it is still early days and it will be some months before the results of the selected funds are known. In terms of Helen's knowledge and efficiency and the service provided, these exceeded my expectations and I found our meetings relaxed, informative and very professional. Helen took the time to understand my objectives and reasons behind these and focussed on achieving these above all else. Throughout the whole process Helen ensured I was kept up to date on progress and took a great deal of weight off of my shoulders that would have occurred had I tried to progress this myself.

What could they have done better?

Nothing, I'm really pleased with Helen and know that my investments are in safe hands.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Inheritance that I wanted investing that would give a good return of interest together with a monthly income Also to re invest some existing savings.

How has Helen Brown helped you?

She arranged an investment plan, together with advice on how best to invest. She was friendly, efficient and really helpful

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Absolutely nothing! Helen provided a 1st class service

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Conwy

What were the circumstances that caused you to initially look for an adviser?

Ready to retire and wanted to ensure best income

How has Helen Brown helped you?

Heken listened to our needs and wishes and researched the market to find the best product available to us. We feel we made a good choice tn taking Helens advice and that we were central to the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I dont beleive we could have had a better outcome .

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was in need to bring my various work pensions together.

How has Helen Brown helped you?

Helen provided fantastic advise, walked me through the whole process, and also was very open with her advise in respect to the various options available (with risk, low risk).

Have you seen the outcome you were hoping for?

It is early days but i have been monitoring the individual investments that Helen advised me on and they are all performing well.

What could they have done better?

Helen could not have done anything better. It was a assuring process that Helen provided to me, and also educational!

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I am thinking of retiring and requested advise on whether I would have enough pension savings to be able to achieve the retirement income I was for which I was hoping.

How has Helen Brown helped you?

Helen reviewed my probable outgoings, against my pension savings and my attitude to financial risk. She modelled my financial circumstances for the foreseeable future, after I retire. Based on this, she selected an appropriate financial product for pension drawdown over the first period of retirement, with a view to reviewing the situation after a number of years and whether I would like to consider the purchase of an annuity.

Have you seen the outcome you were hoping for?

Helen gave me a lot of information for consideration. At this stage, I would not have wanted any more information. Where she has got to is enough at this stage. I always have the option to ask questions.

What could they have done better?

I don't think that she could have done more. As stated above the information I now have is sufficient for me to consider my options and ask further questions, if I need to.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Denbighshire

What were the circumstances that caused you to initially look for an adviser?

Seeking to transfer out of a defined pension benefit scheme.

How has Helen Brown helped you?

Gave advice on how to achieve my financial goals, through understanding my needs, explaining suitability and gave recommendations on action.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Entirely to my satisfaction

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Retiring Early . I needed advice for retirement planning and to look at options for savings, long term investments and potential income sources. She also provided some assistant on the Pension Lifetime Allowance.

How has Helen Brown helped you?

Helen went through the options with me and my husband and helped us to make our decisions on the best way forward in respect of savings and investments. Helen provided invaluable help in regard to the Lifetime allowance.

Have you seen the outcome you were hoping for?

With regard to the investments it is still early days but I hope that the investment funds will provide the returns we would like to see.

What could they have done better?

Nothing. Helen was very approachable, efficient and professional. She explained everything very clearly and we were both happy with the overall experience. I would not hesitate to recommend her services to family and friends.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Early Retirement . Needed to review all income sources and current savings and investments that where spread across different platforms, essentially under performing in our opinion.

How has Helen Brown helped you?

Helen provided us with a good understanding of our options having made a detailed study of our current financial position on retirement. She helped us to make an assessment of our immediate needs and long term savings objectives and provided sound advice on how to round up our current savings and make investments that suited our needs.

Have you seen the outcome you were hoping for?

The investments we made are of a longer term nature but we are happy that the advice and therefore the investment we made is on the right track . We are happy with the outcome so far.

What could they have done better?

Completely happy with the whole process

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Advice regarding retirement planing.

How has Helen Brown helped you?

Advised and organised annuities for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. She had a very approachable manner and was very helpful and supportive .

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I am 56 years old, self employed and my income had dropped which was causing some financial difficulties . This made me look at releasing funds from my pension to clear the remaining 3 years mortgage and reduce my overall outgoings. I found Helen Brown on this website and can say she was brilliant. She put my mind at ease and took everything into consideration when looking at my situation. I had never used a financial advisor before and she took time to explain and go through all the details with me.

How has Helen Brown helped you?

I had 2 pensions and she looked at them both to find the best option for me, taking into consideration my needs and current financial situation. Most importantly Helen advised me not to touch one of the pensions as it had a guaranteed income.

Have you seen the outcome you were hoping for?

I was able to clear my mortgage plus have funds to spare for emergencies. I also still have my main pension in place.

What could they have done better?

Nothing at all. Helen was very professional and her advice was invaluable. I can't thank her enough!!

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Helen

Helen made an initial response to my contact saying she was busy but didn't make any further follow on which was disappointing.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Helen

Very good.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Helen

A good quick response and appointment date . I did not use her services as I changed my mind.

First impression from a user who is not yet a client

July, 2018

Overall

Please provide a brief comment about your experience with Helen

I found my meeting with Helen to be very informative and appropriate for my needs. Helen was friendly, professional and explained everything in a clear and concise way.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Redundancy and desire for early retirement so needed to have a clear view of the options redundancy settlements and accumulated pensions gave me.

How has Helen Brown helped you?

Provided a clear path forward and options to legally mitigate tax penalties from the redundancy.

Have you seen the outcome you were hoping for?

Have seen the tax benefit and re-aligned pension arrangements. The invrstment selections appear sound but it is early days to know for certain they are the best and most efficient.

What could they have done better?

We felt that Helen fully understood our situation and objectives which then helped her give good clear advice. Therefore there is little that she could have done better

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Early Retirement.

How has Helen Brown helped you?

Helen researched the best options available and kept me informed through the whole process. If you have any queries Helen is quick to respond and will either phone or email you with the answer,nothing is to much trouble.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, everything was done to my complete satisfaction.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Spare income.

How has Helen Brown helped you?

Advice on how to invest for future.

Have you seen the outcome you were hoping for?

Too soon to see outcome.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

we didnt know anything about pensions but we had a large sum we wanted to put away in a pension scheme. we needed help and advice, helen was recommended to us by our accountant.

How has Helen Brown helped you?

Helen visited us and sat down with us to explain all about pensions and how they worked, she listened to what we wanted and what our long term plan/goal was. she was very patient with us and all our many questions and helped put our minds at rest that we were doing the right thing. we didnt know a single thing about pensions but helen explained everything in an easy way so that we understood.

Have you seen the outcome you were hoping for?

yes we're both really happy with our pension scheme/investment, we invested the same amount but have gone for two slightly different strategies so we can compare them. we're very confident in how we've done our pension thanks to helen.

What could they have done better?

nothing, -everything was explained in an easy to understand way, helen gave us alot of help and advice and answered all of our questions which really put our minds at rest

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Helen

Good but ultimatley did not take up offer of appointment for personal reasons (mine).

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Helen

Helen was very happy to provide me with some guidance over the phone which helped me understand at what point I may need further advice. I will definitely be speaking to Helen in the near future, it was very kind of her to give me some of her time to discuss through my concerns.

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Helen

I had a very productive meeting with Helen, we discussed my options including pensions, funds and saving's, I will be seeking Helen's help again in the future

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Set up of a new pension and transfer of existing deferred pensions.

How has Helen Brown helped you?

She was quick to understand the requirements and offered guidance towards setting up a new pension and the transfer of my existing pensions.

Have you seen the outcome you were hoping for?

New pension arrangements have been set up and all accessible in one place. After meeting with Helen, I feel I have more knowledge of my financial plans. Moving forward, I'll be consulting with Helen for further advice with ISA's and additional investments.

What could they have done better?

Helen couldn't of been more helpful. Emails were always responded to with plenty of helpful guidance and information. She's very professional and offers expert financial advice - I felt really assured after our meetings and I'm looking forward to continued financial planning together.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement planning.

How has Helen Brown helped you?

Having previously taken advice from Pension Wise to contact an I.F.A I did some further research and came across Helen, from my initial meeting with her she has been able to guide me through the various stages of the process, her understanding of my specific requirements, both immediate and long term, has been outstanding and her explanations of all the terms and percentages,graphs,fund aims etc,both short and long term were done in such a way as to make it all easily understandable, as a result of putting my mind at rest I have felt really comfortable about taking some very significant financial decisions.

Have you seen the outcome you were hoping for?

I'm very happy to say that the final outcome is exactly what i wanted and at a lower cost than i had anticipated,the final recommended Portfolio/Documentation suits me perfectly.The biggest change for me is to see the importance of getting a good financial adviser when your looking to make decisions about your future pension arrangements, it reminds me of a bookshop,its full of lots and lots of books ( I.F.A's. ) and your looking for a really really good one,unopened you can't quite be sure what your getting, once opened it sells itself,try this one,you won't be disappointed.

What could they have done better?

If its not too flippant, a biscuit with the tea, but in all honesty for me the whole thing was top notch.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I had decided to retire, but I was not happy with advice from the pensions advisor appointed by my company or advisors found through on-line search. The Vouchedfor site was recommended to me by an ex-colleague, and through that we contacted Helen because of her previous reviews. My wife had already ceased working, but was unsure how to make the best of her pension.

How has Helen Brown helped you?

Helen took the time to thoroughly understand our position and our financial needs and through a series of face to face meetings took us through our options in a clear and non technical manner. Importantly, Helen inspires confidence in the advice she gives.

Have you seen the outcome you were hoping for?

All recommendations have been discussed verbally in face to face meetings, and all have been confirmed in writing promptly afterwards. As a result of the advice we have realised that through a combination of both mine and my wife's pension pots, we are better prepared for retirement than we thought we were. At this time, all the products recommended are suitable for our needs We are very happy with our pension arrangements at this moment in time. Helen has walked us through the whole process and her explanations have cut through a lot of the complications that are inherent in the pensions world.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I wanted to release some or all of the 25% tax free element of my pension fund but was not ready to start drawing the remainder yet. After researching options online it became clear that if all/any of the 25% is released it forces you into having to make a decision about what to do with the remaining part of the fund, you can't just draw the amount you want and leave the balance the way it was.

How has Helen Brown helped you?

Firstly, I had no idea who to use and went to Helen because she had been highly recommended by someone else. Helen outlined all the options available to me, went through a fact finding exercise to advise on the most suitable and arranged it all for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can honestly say there were no gaps in Helen's services. Nothing was hurried or pressured. Helen is very friendly and approachable, along with being very knowledgeable and professional.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I had pensions funds in more than one place which in some circumstances were frozen. I waqs looking to see if I could have them in a better place and was looking to see at what age I could retire based on my circumstances.

How has Helen Brown helped you?

Advised on better funds that my money could be invested in, based on my risk profile that was established during the meetings. I had the full details explained to me and a Cash Flow report created for how my future would plan out based on certain criteria. This was extremely helpful. Helen facilitated the funds moves as instructed by me.

Have you seen the outcome you were hoping for?

Service has been efficient and I am happy with the final outcome and what my investments are doing going forward. We are now at the point of moving to annual review next year, but I have the facilities to accurately check how my investements are doing now, at any time I wish. Thank you for the attention over the last couple of months.

First impression from a user who is not yet a client

January, 2018

Overall

Please provide a brief comment about your experience with Helen

Communication has been excellent and accurate throughout the couple of months we have been in contact. Service has been efficient and I am happy with the final outcome and what my investments are doing going forward. We are now at the point of moving to annual review next year, but I have the facilities to accurately check how my investements are doing now, at any time I wish. Thank you for the attention over the last couple of months.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Having had to retire early on ill health grounds, I needed advice on how to manage my pensions.

How has Helen Brown helped you?

She found a range of options to meet my needs and discussed each with me.

Have you seen the outcome you were hoping for?

Yes, her advice has meant I now have enough money each month, and an additional lump sum.

What could they have done better?

Can't think of anything, it was a very pleasant experience and I had every confidence in Helen.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Required assistance in ensuring lifetime allowance was not reached . Nearing retirement and need a check that my current DC pension investments offered a good return versus risk.

How has Helen Brown helped you?

Checked current pension plans. Contacted DC pension provider and compared current investment plan against my risk profile. Provided alternative plans that would be a closer fit with my risk profile. Suggested the best strategy to take.

Have you seen the outcome you were hoping for?

Good clear advice with options received.

What could they have done better?

No real negatives. Helen has always responded to any queries as they arose both during and after the consultation

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

I wanted independent advice about insurance options for the future.

How has Helen Brown helped you?

Helped me to select the right insurance products for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Access to a number of Direct Contribution pensions.

How has Helen Brown helped you?

Helen reviewed the outline plan I had to take tax free cash and consolidate three Direct Contribution pensions into a single flexible drawdown arrangement, analysed the marketplace and provided a number of options recommending one product that met my requirements based on our discussions and her research. That option was taken by me and Helen then did all the work to setup the new scheme selecting a range of investment funds that met my objectives and risk appetite, managed the transfer my existing DC pensions and ensured I received the tax free cash in a very efficient manner. Helen also recommended drawdown activity to maximise the use of my tax allowances which we will be progressing over the next few years.

Have you seen the outcome you were hoping for?

In terms of the selected investments it is still early days and it will be some months before the results of the selected funds are known. In terms of Helens knowledge and efficiency and the service provided, these exceeded my expectations and I found our meetings relaxed, informative and very professional. Helen took the time to understand my objectives and reasons behind these and focussed on achieving these above all else. Throughout the whole process Helen ensured I was kept up to date on progress and took a great deal of weight off of my shoulders that would have occurred had I tried to progress this myself.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Helen Brown helped you?

Gave us advice regarding a current company pension.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Helen

I have seen Helen for an introductory meeting. She was very knowledgeable and gave me a number of suitable options. She explained things very clearly, and I felt that I could ask her any questions.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I had a pension and redundancy lump sum to invest. My wife had a number of company pension schemes that needed sorting.

How has Helen Brown helped you?

Helen understood our needs and sorted my wife's pensions. Everything was explained in simple terms.

Have you seen the outcome you were hoping for?

We are both happy with the outcome and feels confiidant about our retirement.

What could they have done better?

Not sure

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Helen

Answered all my questions and gave clear advice as to my options and the way forward.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Helen

Very professional and informative, Would highly recommend.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wished to invest in a pension scheme.

How has Helen Brown helped you?

Helen talked through the options and was very clear in giving advice and explaining options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No, it was a very positive experience.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I had recently taken voluntrary redundancy/early retirement and was seeking advice in relation to investing the lump sum from my company pensioscheme and associated redundancy payment.

How has Helen Brown helped you?

She set out, clearly and precisely, the options available to me and made a clear recommendation for me to consider.

Have you seen the outcome you were hoping for?

Yes. Helen is highly professional and clearly understands her subject in depth. She is also mindful that such decisions are fairly significant for the individual and demonstrates a clear understanding of individual needs and attitude to risk.

What could they have done better?

Difficult to say. Overall, I am very pleased with the quality of service provided by Helen and her company.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Following my own retirement as an IFA, I needed to appoint a suitably qualified and experienced adviser to service my Pension arrangements. Having also been a Compliance Director for a local IFA, and being fully aware of the increasing complexities of the pension industry, I needed the assurance that my new adviser had established an exemplary compliance history, and enjoyed an enviable reputation among professional firms within Wirral and beyond.

How has Helen Brown helped you?

Helen successfully re-structured my existing Pension Drawdown plan to suit my changing circumstances, and to meet my anticipated financial scenario for the next 5 years or so, based upon a slightly lower risk profile than the one previously used.

Have you seen the outcome you were hoping for?

I can confirm that, to date, the plan is on track, and requires no adjustment.

What could they have done better?

I can say with total confidence, that I was perfectly happy with Helen's diligent and frank approach to my situation, and that had I been unsure, or uncomfortable with any aspect of the process, she would have dealt with the matter in a totally professional manner. As it was, I had no reason to even consider raising any negative issues throughout my dealings with her.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I am approaching retirement and needed an investment plan, to provide an income.

How has Helen Brown helped you?

Helen took great care in establishing, what my personal targets were, at the same time, she explained the benefits and pitfalls, of all the options available to me. Eventually we agreed on the best fit, for my personal circumstances. Most importantly, I felt assured that I was making good decisions and could see a clear plan on how I could receive an income from my investments. We also agreed to review my status every 6 months, so we could make dynamic, educated decisions on future investments.

Have you seen the outcome you were hoping for?

At the moment I am very happy, with progress so far and am confident that there are good procedures in place, to be able to react to any major changes.

What could they have done better?

Without wishing to sound patronising, I cannot find any room for improvement currently but I will certainly make Helen aware, should there be any changes

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Helen

Very professional. Explained everything in lay mans terms.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Helen

Very quick to respond to my request and initial meeting set up within a couple of days.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement.

How has Helen Brown helped you?

Sorted out my pensions to maximise their value.

Have you seen the outcome you were hoping for?

Yes, better than I was hoping for.

What could they have done better?

Nothing

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

5 years ago, when I retired, I looked for a financial advisor to advise on my occupational pension.

How has Helen Brown helped you?

Helen advised me with regard to buyi.ng an annuity which was a fixed term annuity for 5 years. Consequently before the original annuity expired in December 2016 I sought Helen's advice once more.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing as far as I am aware. On both occasions, 5 years ago & most recently I have been totally satisfied with Helen's professionalism, advice & assistance.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

We had a large sum of money after the sale of our house and retirement lump sum that we are hoping to use to enable us to have a comfortable lifestyle in retirement. We are also looking for advice on retirement funds and pensions.

How has Helen Brown helped you?

Helen suggested ways to maximise our pension incomes both now and in the future, and with investment advice. She was sensitive to our needs and requests.

Have you seen the outcome you were hoping for?

Not yet, it is too easy in the process, but her recommendations were excellent and very suitable for us.

What could they have done better?

Nothing!!!!!

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I planned to retire in around 6 months and wanted advice on pensions and investments.

How has Helen Brown helped you?

Helen quick;y understood our aspirations and provided advice on the options available. Her explanation was clear and was supported by her research. I felt confidence in her knowledge and experience.

Have you seen the outcome you were hoping for?

I have a plan which meets our needs. In particular, Helen provided a solution which balances short-term cash needs with longer-term income.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I had existing but old-fashioned pensions and a fairly large amount of cash on deposit earning very little interest. We wanted to make our pensions more flexible and also ensure our cash was working a lot harder.

How has Helen Brown helped you?

We'd already seen a couple of other financial advisers but we didn't really click with them – and they didn't seem able to see our entire situation in the round. One focused purely on pensions, the other on investments, and in neither case did we feel that our specific circumstances had been properly addressed. Helen took the trouble to talk through our priorities and help us to plan a couple of SIPPs and an ISA-based investment portfolio.

Have you seen the outcome you were hoping for?

It's early days in terms of fund performance etc but Helen was certainly very diligent in keeping us informed of progress, chasing up ISA and pension providers and so on. We feel confident that we've been well advised. Helen is personally very engaging and it does make a difference to deal with someone you like and feel you can trust.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I was looking where and how to invest a lump sum.

How has Helen Brown helped you?

She explained several options and went through in great detail all the information that I required to make an informed decision.

Have you seen the outcome you were hoping for?

s it is only approximately 2 months. However, so far so good.

What could they have done better?

I cannot think of anything. Helen was very professional and explained everything in detail.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Helen

Very informative and made everything easy to understand.

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with Helen

Helen is very professional and she explains things in an easy way for me to understand and has already helped me out in a short period of time.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I needed help deal with two workplace/personal pensions as with a Royal Naval pension already I was all geared up to retire at 60.

How has Helen Brown helped you?

Helen advised a Fixed annunity rather then draw down because of the time period before reaching retirement age and what I had in my pensions.

Have you seen the outcome you were hoping for?

Yes - better than expected - the recent rise in pension values has helped (Brexit).

What could they have done better?

Feel the advise given was excellent, all was explained about what would be best for me

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I came to Helen for advice regarding a pension and income protection as I am self employed. This was an area in which I had little knowledge or experience and I was apprehensive about who to turn to.

How has Helen Brown helped you?

Helen explained the options available to me efficiently and effectively. She gave me time to think about my options and was available to contact when needed. She swiftly guided me through the whole process with ease. I am very grateful for the service Helen provided and I feel at ease now that this aspect of my finances is in order.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I wanted to take.early retirement After a long and helpful meeting with Helen it was found that the pension plan I am in didn't fully mature until I was 65.

How has Helen Brown helped you?

Through Helens tireless work we were able to take a part of my pension.

Have you seen the outcome you were hoping for?

Yes Helen sorted everything for me We encountered problems along the way but Helen worked endlessly to sort every problem we encountered.

What could they have done better?

Nothing Helen was perfect

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I received a sum of money in a pension sharing order and had no idea how to get it or how to invest and chose a pension scheme.

How has Helen Brown helped you?

Helen took all the pressure off a stressful situation, took time to explain all the options available to me and if I didn't understand I felt comfortable saying so. Not only was she extremely efficient but also very understanding . She always kept me in the loop when waiting for things to happen and organised the whole procedure for me . I couldn't thank her enough and would have no hesitation in recommending her to anyone.

Have you seen the outcome you were hoping for?

Yes. I am very happy with the decisions I made based on Helen's advice. The sharing order has been completed and monies successfully invested.

What could they have done better?

I do not believe Helen could have done any better I felt she was there for me 100% and I am very aware that this is an unusual statement in this day and age and base this statement and comparison on dealings I have had with other companies during my divorce.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Helen

Excellent first meeting. We will be meeting again...

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I had several smaller pensions and 2 larger ones . Trying to weave my way through the mass of paper work and trying to decide upon a course of action by myself was proving to be very difficult and off putting.

How has Helen Brown helped you?

From the initial meeting with Helen I had a feeling that she had the skill sets to review all of the pensions and AVCs that I had accumulated over time and with the different companies. I gave her all of the information and she was able to research all of them. Helen was able to come up with several different plans and options for me to consider, which was critical in the planning as to which was best for me. I did throw in a few curved balls but Helen was always available to speak to me and send me details as to the implications of the different schemes. After a few meeting and quite a lot of thought i was confident that the options that Helen had suggested where correct for me, it was after all my decision, but with the guidance that Helen had given I was very happy with the outcome.

Have you seen the outcome you were hoping for?

Yes , this process just didn't happen over night. It took several months and quite a lot of thought, considering the different plans and being confident that I was making the right choice. With Helens help this was made possible and she made the whole process painless and free form worry. She gave me the confidence that I was with a set of safe hands. I now have a plan in operation and have no doubts as to what lies ahead for my pension plans and income.

What could they have done better?

Cant think of even a small suggestion to offer up, sorry

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Poor Service from Friends Life.

How has Helen Brown helped you?

Corrected the Errors from Friends life, gave me various positive options, and kept me well informed, ated very professional but also a pleasant attitude.

Have you seen the outcome you were hoping for?

Yes excellent couldn't ask for better.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I reached retirement age and had a private pension fund that had reached maturity.

How has Helen Brown helped you?

Advised me as to how best to manage fund and found a pension provider for me.

Have you seen the outcome you were hoping for?

better than.

What could they have done better?

Absolutrly nothing - I used her again 2 years later when my husbands private pension fund matured

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Considering early retirement.

How has Helen Brown helped you?

I've been a member of five separate pension schemes during my working life and I could not have followed the paperwork or the pension "jargon" without Helen's advice.

Have you seen the outcome you were hoping for?

Yes, hopefully I have made good decisions following financial advice.

What could they have done better?

Pensions are so complicated and even with Helen's patience and explanations I have found the "jargon" difficult to follow.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was looking for advise, and a level of surety, that I could take early retirement.

How has Helen Brown helped you?

Helen simplified what is a complicated subject and reviewed a number of different options before we settled on my specific plan.

Have you seen the outcome you were hoping for?

I have achieved the outcome I was hoping for, as I now have both the confidence and comfort to both retire and understand the options available.

What could they have done better?

Not had any cause for complaint at this point.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

I had reached retirement age and as I was not going to be resident in the UK, I needed independent advice on how to access my pension and invest it in the best possible way.

How has Helen Brown helped you?

Helen did understand our situation and she did a lot of research into the alternatives we had. She was particularly good at explaining the options presented to us and was extremely professional and friendly in her approach at all times.

Have you seen the outcome you were hoping for?

We were very clear with Helen's recommendations and our subsequent investments. It is too early at this stage to access any results of our investments. We are happy with the advice and that fact that our investments continue to be monitored.

What could they have done better?

We were extremely happy with the effort and work Helen did for us and even made the effort to meet with us on a day when she was on leave and moving house.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I had been looking at taking early retirement for several years, and had received some financial advice in this area approximately 2 years ago from another financial advisor. However the advice provided by them didn't really answer the questions I'd raised.

How has Helen Brown helped you?

From the offset Helen understood exactly what I was after, she explained the various options which were available to me. What was important to me was that she also explained the pros and cons of each of the various options. I felt confident in the advice she provided was 100% aimed at being the best option for me.

Have you seen the outcome you were hoping for?

I can only say most definitely yes. I have been able to take early retirement in the knowledge that I am financially secure, something I very much doubt I'd have been able to do on my own. The entire process was in my eyes seamless.

What could they have done better?

I was satisfied 100% with the service and advice provided and would recommend this level of service is maintained for future clients, Helen most definitely stayed on top of everything.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Helen

very friendly and easy to talk to an a pleasure to deal with

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Advice on savings, investments, DB pension & consolidation of various DC pensions.

How has Helen Brown helped you?

Clarified my options & helped me make an thoroughly informed decision on the best way forward in respect of my savings, investments & pensions.

Have you seen the outcome you were hoping for?

Yes. DC pensions transferred to a more flexible platform at a risk level I'm comfortable with. Savings & investments "on hold" pending maturity in 12 months time.

What could they have done better?

Nothing. My adviser was crystal clear in her analysis of the pros & cons of the various options.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

We were looking at retirement planning.

How has Helen Brown helped you?

Helen looked into our pension funding and discussed with us the exact position with regard to terms and conditions. She advised us how best to reinvest the funds available to suit our needs and requirements.

Have you seen the outcome you were hoping for?

We have purchased annuities, which are providing us with a regular income, and have left some money in a reserved fund for a pension paying out at a later date.

Review from verified client

September, 2015

Overall

Advice

Value

Service

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Retirement and buying an annuity with my pension fund.

How has Helen Brown helped you?

She searched the market for the best annuity available for the size of my pension fund, dealt with the company regarding the transfer to another annuity provider and organised all the paperwork.

Have you seen the outcome you were hoping for?

I have taken out an annuity with a different company to the one I was saving with as they offered more income. I am very happy with the outcome, which I do not think I could have achieved myself without the help of Helen.

What could they have done better?

Nothing that I can think of. I was kept informed at all stages of the process.

First impression from a user who is not yet a client

September, 2015

Overall

Please provide a brief comment about your experience with Helen

excellent service from helen i highly recommend anyone who needs help with finincial matters to seek advice from helen she has certainly put me on the right road.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

pension advice.

How has Helen Brown helped you?

Helen sorted through all my neglected paper work contacted all relevant company's then we were shown all available options.

Have you seen the outcome you were hoping for?

My pension situation is now sorted and I am very happy with the outcome of Helen's services and she is still there for future advice.

What could they have done better?

I think that Helen did a very professional job keeping me informed about everything that was happening could not ask for anything else

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Taking my pensions early.

How has Helen Brown helped you?

Helen carried out a full review of my financial situation and advised me on the various options available with the pensions I had available. At no time did I feel rushed or pressured into making a decision. I was kept fully informed throughout the whole process and Helen was always available on the phone and always answered emails promptly. At each stage of the process I was asked if I was happy proceed with my decision and given the option to change my mind. I would strongly recommend Helen to anyone seeking advice on their pension.

Have you seen the outcome you were hoping for?

I have just received the pension plan I opted for and am very happy with the advice I was given.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I needed to arrange a pension.

How has Helen Brown helped you?

She looked at my circumstances and found out what the best option would be for me to do.

Have you seen the outcome you were hoping for?

I have now arranged a pension which starts this month.

What could they have done better?

Nothing

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I had pensions with different providers and they did not offer a draw down which is what I wanted.

How has Helen Brown helped you?

Gathered all the information together and advised me of the best plan for my needs.

Have you seen the outcome you were hoping for?

All the pensions are altogether and easy access if needed.

What could they have done better?

I don't think she could of done anything better and she was very professional

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Helen

As yet I have not been contacted by Helen so it is impossible to comment.

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Helen

Never bothered to ring me back

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Helen Brown helped you?

Very well, good advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I reached 56 and wanted advice on the best way of being tax efficient with my pension funds.

How has Helen Brown helped you?

Helen recorded everything in depth at our first meeting and came back about a week later with a option that fitted me like a glove.

Have you seen the outcome you were hoping for?

Helen did all the work - set everything up and as the fund basically maintains it self the requirement to have an ongoing contract was not needed but Helen has offered to continue to give advice over the phone if I need it.

What could they have done better?

With the value for money I can not see there could be any thing different - However with an additions charge a home visit could be offered rather than having to go to Helen's office could be offered. Personally I would go to Helens office but it is a service some people may prefer.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Cheshire

How has Helen Brown helped you?

Excellent and very efficient with great communication. Will definitely use again in the future and will recommend to others

What could they have done better?

Nothing. The advice and time frame the transaction was executed in was above expectations

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Helen

Helen came across very professional and made me feel comfortable she was on top of her game and that my pension finance plans were feasible and sustainable and that she will endeavour to obtain the best plan for my requirement at the risk level I am happy with. I am waiting for the plan to be available and to see what can be achieved. I was shown the costs and depending on the option I chose there could be some variance which will be made clear before I sign on the dotted line. To-date I have been very impressed and hope the numbers work out.

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Helen

From the telephone conversation we have had Helen was very clear, precise and simplified a lot of the jargon to help me understand my pension circumstances. I am now waiting to hear back to enable us to take the next steps.

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Helen Brown helped you?

I felt supported and trusted the advice I was given. Helen broke downtime elements for me to understand and provided options for me to review in good time.

What could they have done better?

Really difficult to say as I really was impressed, IFA's get such a bad reputation and for good reason but Helen's approach was pragmatic and straightforward I'd say keep it up it works!

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Merseyside

How has Helen Brown helped you?

Helen Brown has advised and arranged an annuity and pension drawdown for both of us in the last five years. Helen has recently guided us through the new pension arrangements.We have both benefited from her thorough knowledge of her area of speciality.We have more than recouped the fees paid for her services by the provision of an extremely competitive annuity for Mr Clarke some years ago and a recent pension drawdown facility arranged for Mrs Clarke.Helen handled all the paperwork and kept us informed at every stage of the process. We both would recommend Helen Brown without reservation. David and Theresa Clarke.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Helen Brown helped you?

I first contacted Helen almost five years ago when I needed a pension fund investing and got very good service. With the new pension rules coming into place next month, Helen has now moved my savings into a product that enables me to draw money when and if I need it. Words about Helen that spring to mind: Prompt, friendly, reliable, knowledgeable.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Down

How has Helen Brown helped you?

I originally approached Helen by recommendation and I have been very pleased with the service she offered me. Helen assessed my requirements in considerable depth and then provided me with a very clear and comprehensive analysis of the various options that were available/relevant to me, She was able to make specific recommendations as to the most suitable solutions and was very prompt and efficient in answering any queries I had. Helen certainly provided me with a very thorough and efficient, but personal, service, and was always friendly and approachable,

What could they have done better?

I can't see any area where Helen could have improved her service.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Berkshire

How has Helen Brown helped you?

Helen cares, gives you her all, never minds whenever you "bother" her. This is the second time I have used Helen's excellent personal and professional service and I have recommended her to my friends. She could not have done anything better. Always there, very informative , and I would say that she often went beyond, what one would have expected from a Financial Advisor. Lovely lady, good sense of humour too. Thank you so much Helen.

What could they have done better?

Nothing at all. perfect for me.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Antrim

How has Helen Brown helped you?

My adviser has been very helpful and efficient with organising the purchasing of my pension annuity. She has been able to offer and discuss various options for my retirement and at all times,has been prompt,helpful and very approachable. All of my queries and phone calls have been answered and dealt with extremely quickly

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Outside UK

How has Helen Brown helped you?

Helen was brilliant. I never dreamt when we embarked on considering my pension options that there would be quite so much paperwork involved, but Helen ploughed through it with great care and good cheer. Everything happened sooner than expected! This was an entirely positive and pleasant experience and we couldn't have found a better adviser.

What could they have done better?

That's hard. I 'm stumped. It would be really difficult to improve on anything.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Perthshire

How has Helen Brown helped you?

Constructive ideas expressed clearly. Kept in regular contact to advise how things were progressing.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Helen Brown helped you?

This lady is exceptionally efficient, extremely knowledge and has been a pleasure to deal with over the past couple of months, her advice has been invaluable in planning retirement options. I would have no hesitation in recommending her to anyone requiring financial advice. Nothing is too much trouble, she will spend as much time with the client as necessary.

What could they have done better?

I do not think there is any need to improve services.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in London

How has Helen Brown helped you?

Great professional service and stress free. Kept me completely up to date on the process and gave indepentant advice. Will recommend to my family and friends.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Helen Brown helped you?

Understanding review of my needs. Quick and responses at placement of funds.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Helen

This lady charges by the hour which would far too expensive.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Helen

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Helen Brown helped you?

I had clear, helpful non biased advice about my pension, which had just matured. Helen explained in detail all options available to help me make my final decision. Helen is a good clear communicator and I was kept up to date with all transactions.

What could they have done better?

Nothing

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Helen Brown helped you?

Despite the fact that I did not have a huge amount of money to play with, Helen took a lot of trouble to discover all my circumstances and tailor things to my needs. She did what she said she would and things went through in the timescale she said ( to me, quite quickly! ). I have faith in Helen which is not something I would say of previous advisers I have had dealings with.

What could they have done better?

Nothing.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Helen Brown helped you?

Helen was Brilliant, she took on board everything I said and worked with me to find a solution that really meets my needs. True Financial Advice.

What could they have done better?

100% Happy with absolutely no complaints

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Durham

How has Helen Brown helped you?

Helen analysed my needs then advised me on the options available for my circumstances. Once a decision was made she arranged the best product to support my requirements. In addition , Helen was very amenable in out of normal working hours to meet our communication needs. I found Helen, friendly, courteous and professional at all times. I would have know hesitation in recommending Helen.

What could they have done better?

For me, Helen met all my requirements.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in London

How has Helen Brown helped you?

Helen was very thorough in giving her advice and spelt out the pros and cons of each option very clearly. The documentation I received from her was accurate and timely and she eased the process of deciding what to do with my pension fund.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Helen Brown helped you?

Helen listened well and fully understood my requirements. She took her time to consider the options available and advised me without any pressure. I would not hesitate to use her services again

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in London

How has Helen Brown helped you?

I have no hesitation in recommending Helen. Her advice was excellent and very helpful in what is a minefield for the unwary and inexperienced. She combines a lovely warm personality with expert knowledge of her field. She understood my situation, undertook research into finding the right solution and acted promptly to implement it and kept me fully informed I look forward to continuing to benefit from her expertise next April.

What could they have done better?

Nothing, the service I received was first class

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Helen Brown helped you?

Helen responded quickly and explained clearly and. Precisely the options open to me. I received regular updates without prompting and was not pressurised into a particular plan.I received a very friendly and professional service from Helen and highly recommend her.

What could they have done better?

Service was excellent so just carry on the same

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Wiltshire

How has Helen Brown helped you?

Provided specific advice / solution as requested within constraints I set.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Helen Brown helped you?

A good honest approach, with all the facts in a manner that is understandable. and no pressure with time to make the right decision, and charges are reasonable, so all in all highly recommended

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Helen Brown helped you?

Helen helped me to resolve a very unusual and complex retirement issue. It involved having to deal with 3 institutions, none of whom seeming to know the answers to my issue, and throughout the process she demonstrated a quiet, professional determination to get it resolved. Helen was courteous and pleasant to deal with, and communicated very clearly, explaining at length the various options as they emerged. I can only recommend her very highly.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lanarkshire

How has Helen Brown helped you?

One phone call to Helen and i fully understood what i required and what i could do with my pension savings. She also made filling in forms so simple you felt you had worked in the industry for years.

What could they have done better?

Helen is so good at what she did for me i am finding it hard to think of anything she could improve on.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Helen Brown helped you?

Very easy to talk too, asked questions simply in lay mans terms, very prompt in her response to questions which I've inquired about, Very professional in the way she goes about her work. Would recommend to a friend.

What could they have done better?

I don't know of anything Helen could have done any better!

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Helen Brown helped you?

Helen Brown is a knowledgable adviser, who is always available for help and advice. I felt confinent in all my dealings with her and would recommend her to friends and family.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Helen Brown helped you?

I am pleased to say that Helen is a very caring person and always eager to to help. she ia an asset to her employer.H

What could they have done better?

Helen found me the bear annuity provider to me.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Helen Brown helped you?

I found Helen to be both helpful and patient explaining everything in layman's terms. She went out of her way to ensure that I was getting the best possible return for my investment. I would have no hesitation in recommending Helen to others.

What could they have done better?

Nothing further to add.