Natalie's reviews
Reviewed for
Insurance and Protection ( 79 )
Mortgages ( 5 )
Pensions ( 199 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 6 )
Investments and Savings ( 150 )
Pension Transfers - Non Specialist ( 49 )
Inheritance Planning ( 34 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 99 )
Financial Mentoring ( 19 )
Financial Coaching ( 17 )
( 3 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 40 )
£100k - £200k ( 27 )
£50k - 100k ( 23 )
Up to £50k ( 37 )
First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with Natalie
Natalie was polite, professional and utterly fantastic in her approach and prompt nature after we reached out for financial advice. Natalie instantly put us at ease with her approach, is very easy to work with and is incredibly knowledgable, she makes you feel instantly reassured. I wouldn't hesitate to recommend her to anyone who needs financial advice and requires to reach out to someone 'in the know'.
Review
by a verified client in Durham
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are about to acquire a large sum of money and wanted to seek out an advisor with significant experience of supporting people achieve their financial goals.
How has Natalie Turner helped you?
Developing a financial plan to ascertain our goals over the medium to long term with the money. Through utilisation of her skills and knowledge, Natalie has is supporting us to invest wisely and ensure our money continues to grow to support early retirement.
Have you seen the outcome you were hoping for?
We will be seeing the finalised investment plan in the coming weeks and hope to reap the rewards in the future.
What could they have done better?
Nothing.
Review
by a verified client in Durham
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate pensions and better understand the financial requirements to meet our retirement needs.
How has Natalie Turner helped you?
Natalie explains how my pension has performed, the risk elements of my portfolio and how the performance of my pension relates to my retirement ambitions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Aberdeenshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Upon leaving my previous employer i was looking to move my pensions into a single pot
How has Natalie Turner helped you?
Natalie has move all pensions into 1 location and proved me with information and guidance i required
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Tyne and Wear
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest some money for my children.
How has Natalie Turner helped you?
Natalie has given me advice and invested for us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.