Deborah's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 33 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 40 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
Review
by a verified client in North Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance. We contacted a few over a number of years but never felt we found the right person to be able to trust their advice or guidance.
How has Deborah Trelease helped you?
In so many ways regarding finincial planning for the future and particularly the help and support she gave me after my husband died. Future planing and my need to adjust certain aspects of these plans needed handling and Deborah has a good network of colleagues in her own and other sectors that could help resolve these matters.
Have you seen the outcome you were hoping for?
Guidance, advice, investment growth and an honest caring person who has integrity in all her dealings with me.
What could they have done better?
Honestly, I cannot think of anything.
First impression
by a VouchedFor user
2 days ago
Overall
Please provide a brief comment about your experience with Deborah
Deborah is very professional and provides excellent advice as a financial advisor.
Review
by a verified client in Tyne and Wear
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Updating wills and capital from house sale
How has Deborah Trelease helped you?
Deborah has organised our family's investment based an assessment of our propensity for risk and adviced on inheritance planning
Have you seen the outcome you were hoping for?
Yes we have a plan for our financial for our financial assets which is reviewed annually and access to Deborah for any financial advice we my need throughout the year
What could they have done better?
I don't think there is anything that could have been done better and we have recommended Deborah to other family members
Review
by a verified client in Cumbria
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initial transfer of portfolio from another business.
How has Deborah Trelease helped you?
Advised on pension investment and set up of SIPP.
Have you seen the outcome you were hoping for?
Yes, steady growth of portfolio in line with risk / expectaion.
What could they have done better?
Nothing as far as I can see.
Review
by a verified client in Tyne and Wear
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
inheritance
How has Deborah Trelease helped you?
advised on above
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing