Sarah's reviews
Reviewed for
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Cumbria
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional financial advoce
How has Sarah Tallentire helped you?
In many ways to facilitate investment choice pending retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Sarah
Still in the consultation stage yet but so far Sarah seems to be doing an excellent job .
Review
by a verified client in Cumbria
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking into effective financial management. I had been reviewing my will and implementing a power of attorney. The same firm put me in contact with a pension advisor who we didn't feel comfortable with. My sons work colleague recommended Sarah and immediately on my first meeting with her she demonstrated her professional competence and immediately I felt an inner confidence in her advice.
How has Sarah Tallentire helped you?
Sarah has set up a pension investment scheme offering us a different approach to providing for our family.
Have you seen the outcome you were hoping for?
Only just entering into the scheme
What could they have done better?
Nothing we were given time, we were not rushed into the decision and the time given and support allowed us to feel confident in the proposed investment.
Review
by a verified client in Cumbria
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We weren't sure of the best way to invest our savings
How has Sarah Tallentire helped you?
She clarified our situation with regard to your savings and existing situation and found us a better product to suit our needs and objectives
Have you seen the outcome you were hoping for?
It's early days yet but we are confident in Sarah's advice.
What could they have done better?
We have no negatives at all.
Review
by a verified client in Cumbria
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous advisor had retired and Sarah was recommended by him.
How has Sarah Tallentire helped you?
Sarah has explained her advice very clearly and her recommendations for our future savings and pensions are consolided and safe.
Have you seen the outcome you were hoping for?
Early days, but everything appears positive.
What could they have done better?
Not sure.