Deborah's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 39 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 30 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 37 )
Financial Mentoring ( 9 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 12 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
Review
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?
Financial planning following the death of my husband
How has Deborah Trelease helped you?
Deborah patiently established my needs and helped me to plan for my future. Following pension forecasting and investment planning Deb’s advice reassured me of my financial future and consequently gave me the confidence to retire early.
Have you seen the outcome you were hoping for?
Too early to predict investment outcomes. However retiring early is a positive outcome.
What could they have done better?
Nothing - very happy with guidance from a trusted adviser.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We met Deborah while working at HVR INTERNATIONAL and was so pleased to continue after retirement
How has Deborah Trelease helped you?
Strong advice on Pensions and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Deborah
Deborah was recommended from my Accountant who I have been with for many years and I have been very happy with her performance dealing with a new pension scheme for me. Deborah personally informed me all the way on the direction I needed to take.
Review
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 needed some financial advice.
How has Deborah Trelease helped you?
Deborah has been brilliant , helping me with pensions, investments and other financial matters.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Northumberland
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband had died and I needed sorting out financially
How has Deborah Trelease helped you?
When my husband died I wasn’t coping with finances very well and Deborah was very kind and I trusted her
Have you seen the outcome you were hoping for?
As well as could be expected with the state of the market.
What could they have done better?
Nothing.