Angela's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 14 )
Pensions ( 78 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 27 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 13 )
£100k - £200k ( 8 )
Up to £50k ( 6 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Insurance
How has Angela Maher helped you?
Insurance and investment
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Angela Maher helped you?
Given consistently thoughtful,professional and valued advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can’t think of anything that I would ask them to improve. Angela and her team have been excellent throughout.
Review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Whilst I knew I needed a private pension, I had no idea how to go about it. Angela Maher was recommended to me, and because her guidance and management of my investments has been exceptional, I have recommended her to others.
How has Angela Maher helped you?
She has provided me with a super portfolio which has made very good gains year on year.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, I don’t think so.
Review
by a verified client in Merseyside
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
because I had heard good things about her
How has Angela Maher helped you?
given good advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I am pleased with the results
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired 11 years ago my wife and I required an adviser to help us in the planning needed to ensure that we could meet all our retirement goals.
How has Angela Maher helped you?
Angela has provided advice on where to invest our savings, which investments to liquidate first to minimise potential IHT issues, gifting to children, advice when legislation has changed (for example recent IHT changes affecting pension pots), certain tax matters, IHT planning and alternative investment solutions such as EIS.
Have you seen the outcome you were hoping for?
Yes we are on target to meet our retirement goals.
What could they have done better?
Nothing that springs to mind.