Aimee's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 69 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 27 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 14 )
£100k - £200k ( 14 )
Up to £50k ( 11 )
£50k - 100k ( 10 )
Repeat review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aimee Watson helped you since your last review?
Aimee has always been there for me regarding my pension investment, Aimee has helped me to make informed decisions and has endeavoured to help me on any topic, regarding my finances.
Repeat review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aimee Watson helped you since your last review?
Showed me how my pensions were performing in relation to the target we set. Gave advice on a deferred pension Gave mortgage advice Gave a financial overview
Repeat review
by a verified client in Durham
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aimee Watson helped you since your last review?
Emailed Aimme wirh questions and she responded promptly with great advice and answers. Always happy to help
Review
by a verified client in Durham
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching Retirement seeking advice about pension, and financial planning, recommendation by friends.
How has Aimee Watson helped you?
Aimee is very friendly, easy to talk too, whilst still being extremely professional and giving solid sound advice . Aimee explained all options and we are confident in the recommendations she made. Aimee is always there for any questions or advice we require, Annual review is already set up,
Have you seen the outcome you were hoping for?
More than happy with the service we have received thus far, and looking forward to working with Aimee to achieve our retirement goals, we would highly recommend her .
What could they have done better?
Nothing
Review
by a verified client in Durham
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I want to retire
How has Aimee Watson helped you?
Set up a retirement pension plan to ensure I have an income for future
Have you seen the outcome you were hoping for?
Yes. Aimee has shown me financial projections for the future
What could they have done better?
Nothing