Amy's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 57 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 1 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 27 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 19 )
£100k - £200k ( 10 )
£50k - 100k ( 3 )
Up to £50k ( 8 )
Review
by a verified client in Tyne and Wear
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice for pension and investment
How has Amy Burge helped you?
See above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Northumberland
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband (who is longer with us) retired and someone recommended your predecessor’s
How has Amy Burge helped you?
Just keeps things rolling answer’s my questions
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Can’t think of anything
Amy:
Thank you for the great review Ann, I really appreciate it! AmyReview
by a verified client in Durham
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and pension and financial planning.
How has Amy Burge helped you?
Amy has seaming less helped us navigate the pension process of which I couldn't have done. Also she has put in place a financial strategy for our future.
Have you seen the outcome you were hoping for?
The outcome is everything we hoped for and more.
What could they have done better?
I don't believe there is anything could have been better.
Amy:
Thank you so much for the lovely review John, I really appreciate it! AmyReview
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had one for many years
How has Amy Burge helped you?
Very helpful and competent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All ways been happy with the advice I’ve had.
Amy:
Thank you for the lovely review David, I really appreciate it AmyReview
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I'm not an expert
How has Amy Burge helped you?
Savings advice
Have you seen the outcome you were hoping for?
Yes
Amy:
Thank you for your review Kathy, I really appreciate it Amy