Amy's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 69 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 56 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 17 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 26 )
£100k - £200k ( 10 )
Up to £50k ( 9 )
£50k - 100k ( 5 )
Review
by a verified client in North Yorkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When company changed ownership, received money and wanted to invest
How has Amy Burge helped you?
Find Amy very helpful and friendly. Giving good advice to someone not noing much about investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very satisfied, maybe could have gone into financial services more?
Review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice re earnings thresholds
How has Amy Burge helped you?
Amy has always been clear and thorough in her advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Amy:
Thank you for your review Helen, 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?
Retirement and pension advice.
How has Amy Burge helped you?
Amy has explained and clarified the options for my AVC pension and my Teachers pension. She has helped us to make decisions and advised me about all my options.
Have you seen the outcome you were hoping for?
Yes I am very happy with the outcome of Amy’s help and advice.
What could they have done better?
Can’t think of anything!
Amy:
Thank you for the review Helen, 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?
Consolidating my pensions
How has Amy Burge helped you?
Sound practical advice
Have you seen the outcome you were hoping for?
Yes
Amy:
Thank you for the review Sarah, I really appreciate it! AmyReview
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I/We were starting to plan for our retirement
How has Amy Burge helped you?
Amy is very knowledgeable and able to share that in-depth knowledge to us in a way that we clearly understood it. This along with being patient with us for asking so many questions (including repeated ones) puts us at ease.
Have you seen the outcome you were hoping for?
Not in full so far but the stages of our plan completed to date have gone to the plan but, as always, world politics is an influencer.
What could they have done better?
we are happy with everything to date.
Amy:
Thank you for the review Nigel