Arron's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 66 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 41 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 21 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 40 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 24 )
£100k - £200k ( 7 )
( 2 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Repeat review
by a verified client in Cardiff
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Arron Sharkey helped you since your last review?
Performance of my portfolio recommended by Arron has been excellent. Arron and his team are always able to carry out any adjustments I require quickly and efficiently.
Repeat review
by a verified client in Newport
18 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Arron Sharkey helped you since your last review?
Stable solid advice long term thinking
Repeat review
by a verified client in Pembrokeshire
20 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Arron Sharkey helped you since your last review?
His advice is always sound and in these volatile times is also reassuring.
Repeat review
by a verified client in Worcestershire
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Arron Sharkey helped you since your last review?
Arron has continued to review our position, respond promptly to enquiries and concerns and give relevant advice
Repeat review
by a verified client in Rhondda Cynon Taff
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Arron Sharkey helped you since your last review?
Aaron provides a very professional service which suits our financial needs and aspirations. Aaron is very knowledgeable and competent in all aspects of the service he provides. We find him very approachable, supportive and understanding and he explains clearly what is happening with our financial plans. Aaron presents a very comprehensive report annually and is always available if needed. We have complete confidence in the advice he gives us.