Megan's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 3 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 8 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 8 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Up to £50k ( 8 )
Repeat review
by a verified client in Devon
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Megan Sutton helped you since your last review?
Regular updates.
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently self employed, looking for advice regarding income protection insurance and a private pension
How has Megan Sutton helped you?
Megan was patient and explained everything really clearly at my level, without using jargon or complicated terms. She was always available to answer questions and I did not feel rushed to make a decision. She outlined the various pros / cons of the options and gave advice tailored to me. Megan was friendly and down to earth whilst also being professional and knowledgable.
Have you seen the outcome you were hoping for?
Yes - all set up and I am happy with Megan managing things for me
What could they have done better?
Nothing
Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Megan Sutton helped you since your last review?
Megan has been able to research and provide the best platform for servicing my pensions She has responded quickly and effectively when I requested drawdowns and has given me advise as to when the best time to do this
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had an investment & pension I wanted to move to another provider
How has Megan Sutton helped you?
Successfully moved my money. Created my complaint letter
Have you seen the outcome you were hoping for?
Yes, complaint ongoing
What could they have done better?
All good
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
wanted to release funds to achieve my bucket list.
How has Megan Sutton helped you?
Cost effective solution that gave me the required funds
Have you seen the outcome you were hoping for?
Yes now the proud owner of a 16:1 gorgeous 5 year old mare
What could they have done better?
excellent customer service, fully meeting all my criteria