Arron's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 56 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 16 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 33 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 20 )
£100k - £200k ( 5 )
( 2 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Repeat review
by a verified client in Bridgend
4 months 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 continues to provide us with great Pension advice and wealth management.
Repeat review
by a verified client in Cardiff
7 months 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 and his team have managed the pension fund extremely well, especially during difficult financial times. They offer a personal home visit and take their time to establish the best personal outcomes for their clients. Their reports are clear and concise.
Repeat review
by a verified client in Newport
8 months 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?
Yes received excellent advice as always plus amount of turbulence at the moment it was reassuring to know stick too long term goals we set out.
Repeat review
by a verified client in Cardiff
9 months 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?
I am considering making significant changes to my financial situation this year and will require Arron's advice before making these changes.
Repeat review
by a verified client in Pembrokeshire
9 months 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?
I find Arron always gives honest, practical advice. He has recently helped me with a rather tricky termination of a trust fund, it was a rather protracted process due to some difficult procedures. Thankfully all was eventually resolved. It was an expensive process, but I know Arron did his best to keep the costs down. I never feel he is ever trying to take advantage of.