Amanda's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 3 )
Pensions ( 47 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 25 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 22 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 11 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Hertfordshire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Amanda Holden helped you since your last review?
Amanda has thoroughly researched investment products suitable for my changing circumstances and helped me in changing my DFM
Repeat review
by a verified client in Essex
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Amanda Holden helped you since your last review?
Continued to provide financial planning and advice. Advised and assisted with transfer of stocks and shares ISA portfolio to another investment manager. Advised and assisted with transfer of SIPP investment portfolio to another investment manager.
Repeat review
by a verified client in Essex
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Amanda Holden helped you since your last review?
Continued to provide financial advice and planning. Advised and assisted with transfer of stocks and shares ISA portfolio to another investment manager.
Repeat review
by a verified client in West Sussex
18 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Amanda Holden helped you since your last review?
Now with two grandchildren, to whose education we wish to contribute, and having recently moved house, and consequently downsized, our financial priorities have changed significantly. Amanda has helped us to rearrange our savings to adapt to these changes. Her approach is entirely collegiate, timely and thorough, her communications prompt and clear both in purpose and in content and she has earned our whole-hearted trust in what she has put in place and her guidance.
Repeat review
by a verified client in Kent
23 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Amanda Holden helped you since your last review?
Amanda continues to look after our investments with all the assurances we are looking for. She's very much a people person giving us all the personal interaction we could hope for.