Naomi's reviews
Reviewed for
Insurance and Protection ( 31 )
Mortgages ( 8 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 40 )
Financial Mentoring ( 10 )
Financial Coaching ( 12 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 11 )
£100k - £200k ( 6 )
£50k - 100k ( 9 )
Up to £50k ( 11 )
Repeat review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Haynes helped you since your last review?
Naomi continues to be a trusted advisor for me. She genuinely cares about what matters to me, takes time to understand my questions and answer them with honesty, professionalism and clarity. I wouldn't swap Naomi for anyone!
Naomi:
Thank you so much for your kind words. It means a great deal to know that you see me as a trusted adviser and that you value the honesty, professionalism and clarity I aim to bring to every conversation. I'm delighted that you feel genuinely supported and understood, and I look forward to catching up with you again soon as we continue your journey together.Repeat review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Haynes helped you since your last review?
Naomi always goes through my pension position clearly and gives me great advice but always acknowledges my position and current life position.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance and future financial planning
How has Naomi Haynes helped you?
Thoughtful insights and future planning
Have you seen the outcome you were hoping for?
So far all the good advice is working well
Naomi:
Thank you so much for your feedback! Really looking forward to catching up with you again soon. NaomiRepeat review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Haynes helped you since your last review?
Always friendly, helpful, reliable and trustworthy. Extremely reassuring.
Naomi:
Thank you so much for your kind words — it really means a lot to hear that you’ve found the experience so helpful, clear and reassuring. Supporting you in feeling confident and in control is exactly what it’s all about, and I’m so pleased that’s coming through. I’m really looking forward to catching up again soon and continuing the journey together.Review
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Naomi was referred to us from an ex colleague of hers , who were unable to continue their services with us .
How has Naomi Haynes helped you?
Naomi has advised us in many areas in regards to our finances in a away that’s easy to understand , she is very knowledgable and is able to answer any questions that we have had ,also supplying us with follow up information or finding out any relevant information we would find useful.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing , any concerns or further advice we are able to contact her very easily and She responds very quickly
Naomi:
Thank you so much for your kind words – I’m really pleased you’ve found everything easy to understand and that the information and follow ups have been helpful. It’s a real pleasure working with you, and I look forward to catching up again soon and continuing to support you.