Ray's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 13 )
Pensions ( 21 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 2 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 5 )
Up to £50k ( 6 )
£50k - 100k ( 5 )
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Ray
Ray covered a wide range of subjects and was informative and helpful. Ray was open about what he could help me with.
Review
by a verified client in Monmouthshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Ray Adams helped you?
Advised me in connection with my final salary pension scheme.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in Cardiff
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i had reached the age of 60 and was considering early retirement wanted advice re my pension pot.
How has Ray Adams helped you?
Ray gave advice regarding my options for retirement and explained everything for me to understand.
Have you seen the outcome you were hoping for?
Yes iI have paid off my mortgage will have a guaranteed income for the future.
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Ray
He seemed very professional and clearly knew his business. We have received a report from him which we will be discussing again in the near future and our relationship is likely to be ongoing.
Review
by a verified client in Newport
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required a Mortgage.
How has Ray Adams helped you?
Ray and his team advised on a number of options of mortgages which was very helpful and informative.
Have you seen the outcome you were hoping for?
Yes, pleased with the saving that i have/will be receiving on payments per month.
What could they have done better?
Very happy with the service and the regular updates. No improvements needed.