Liam's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 3 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 13 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Nottinghamshire
3 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend
How has Liam Bray helped you?
Friendly advice annualy and when required a
Have you seen the outcome you were hoping for?
Could always use more
What could they have done better?
I'm happy
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuing adviser role
How has Liam Bray helped you?
Assessment of pension investment with Royal London
Have you seen the outcome you were hoping for?
Yes, although the Royal London app often fails to show plan information
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning.
How has Liam Bray helped you?
Investment advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can think of.
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I was looking to draw down on my pension and needed expert advice on the timing of this and tax free allowances
How has Liam Bray helped you?
He guided me through this at a point the markets were in turmoil
Have you seen the outcome you were hoping for?
I believe we made the right decision for me at the end of his investigation and recommendations
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
To help with my Pension Fund
How has Liam Bray helped you?
He has helped me massively in all aspects of my pension along with trying to help me with another personal situation with his contacts abroad.
Have you seen the outcome you were hoping for?
Yes so far so good.
What could they have done better?
Nothing, So far everything has been great.