Scott's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 27 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 1 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 12 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Scott Rogers helped you?
Scott has helped by offering financial advise in all aspects of financial management especially when the markets have been in turmoil. In more recent times following the death of my husband he has been both pro active and supportive in guiding me through managing my finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of. I wouldn't hesitate in recommending Scott to anyone. In fact I have done so on several occasions.
Scott:
Thanks for you kinds words, I really appreciate it. Regards, ScottReview
by a verified client in Nottinghamshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on transferring a pension pot and general financial planning
How has Scott Rogers helped you?
Scott has helped me get organised with my finances and simplified the process making it easy to understand
Have you seen the outcome you were hoping for?
Yes, the return on investment has been great, plus I feel in a much better place in regards to my financial future
Review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Aware of lack of knowledge regarding investment so turned to a professional for advice.
How has Scott Rogers helped you?
Over a period of years has monitored our capital, supporting us at all times.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tax reasons and child investment options.
How has Scott Rogers helped you?
Advice and account management.
Have you seen the outcome you were hoping for?
Yes. Good returns and perfect level of support.
What could they have done better?
N/A
Review
by a verified client in Nottinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help & support understanding & managing personal tax having set up a limited company. Help with investment.
How has Scott Rogers helped you?
Scott has helped by sharing his clear knowledge and expertise. He has provided a personal and friendly service whilst remaining professional. His advice has been invaluable over the last 12 months.
Have you seen the outcome you were hoping for?
Yes