Rachael's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 32 )
Pensions ( 19 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 10 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 8 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Rachael
Had an initial meeting with Rachael - she listened carefully to what I wanted to do and came up with quite a lot of ideas as to how to move forward. Lots of food for thought so now I need to be sure of what I want to do before proceeding further.
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were selling our business and we needed investment advice.
How has Rachael Panteney helped you?
Rachael has been helping us with our retirement plans over the last few years and she has given us informed advice throughout that time.
Have you seen the outcome you were hoping for?
Yes we have. My husband and I can look forward to a worry free retirement now.
What could they have done better?
The whole team have been excellent.
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father had recently passed away and I was dealing with his finances.
How has Rachael Panteney helped you?
We have arranged for her to visit me at home to go through what I need.
Have you seen the outcome you were hoping for?
Follow up meeting not done yet.
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has Rachael Panteney helped you?
Explained the process really thoroughly and patiently
Have you seen the outcome you were hoping for?
Yes!
Rachael:
Thank you for your lovely review Mike, we are so pleased to be working with you on your first property purchase.Review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for mortgage advice for a house purchase and also insurance policies to protect our family.
How has Rachael Panteney helped you?
Rachael has been great, expert advice in the areas we were looking for but also able to assist with general queries on the spot and provide really useful and actionable advice in making better use of our finances.
Have you seen the outcome you were hoping for?
Yes, happy with what we have in place and grateful to Rachael and her team for all their assistance.