Rebecca's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 7 )
Pensions ( 87 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 81 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 33 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 39 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
Up to £50k ( 7 )
£50k - 100k ( 2 )
( 1 )
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing our finances
How has Rebecca Aldridge helped you?
Good investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the sale of my business I needed advise on financial planning
How has Rebecca Aldridge helped you?
Beccy has been brilliant. She explains everything really well and has taken the time to get me as a person as well as part of a family and a business. She understands my goals and what is important to me.
Have you seen the outcome you were hoping for?
Yes I have a better understanding now and reassurance about my future plans
What could they have done better?
I dont think there is anything
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Trying to work out what to do with my pension and redundancy payment.
How has Rebecca Aldridge helped you?
We have a plan , know where we are and get advice on other ideas we are looking at.
Have you seen the outcome you were hoping for?
Yes we are in a good place and have ideas on how to move forward.
What could they have done better?
As the company has grown it's been harder to get hold of Rebecca ,which we can understand, although she was the reason why we signed up with them.
Review
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were nearing retirement and needed some help to work out how best to move forward into this next stage of our lives.
How has Rebecca Aldridge helped you?
Rebecca has helped us to set our financial priorities for retirement. She has provided clear forecasts for us. She has set out a SMART financial plan for us and helped us to achieve our goals. She has answered my questions clearly using layman's terms so that I feel that I now have a much better understanding of our finances and how to manage them effectively.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
The written and verbal information concerning pricing for services could have been more explicit in the first instance as there is such a lot to take in during the initial meetings.
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement planning after business sale
How has Rebecca Aldridge helped you?
Rebeccca has helped make life simpler for my wife and I , recommending new platforms for pensions and investments and providing timely and helpful advice whenever we have needed it
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing we have been completely happy