Sarah's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 3 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 9 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 21 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 12 )
Up to £50k ( 3 )
£50k - 100k ( 7 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance and wanted advice on the best way to invest a lump sum
How has Sarah McDonald helped you?
Sarah has given me good advice on my investment plan and pensions
Have you seen the outcome you were hoping for?
not yet
What could they have done better?
Sarah was extremely professional with the advice she gave, i am very satisfied
Sarah:
Thank you, your 5* review is very much appreciated.Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband received an inheritance and sought advice for the best way to invest a lump sum and also advice regarding his pensions
How has Sarah McDonald helped you?
Sarah was very thorough and explained everything in terms that we could understand, including the advice that investments can go down as well as up.
Have you seen the outcome you were hoping for?
Not as yet as this is a new plan.
What could they have done better?
Sarah went above and beyond for us and I don't think that we could have received better advice.
Sarah:
Thank you, your 5* review is very much appreciated.Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To financially secure my future and have peace of mind when retirement arrives
How has Sarah McDonald helped you?
She has put my mind at rest by giving me great advice that when I do retire I will be comfortable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing for now. All my questions were answered and I was reassured
Sarah:
Thank you for the 5* reviewReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receipt of an inheritance and needing some pension planning advice.
How has Sarah McDonald helped you?
Financial planning, cash flow forecasts and investments
Have you seen the outcome you were hoping for?
More than expected particularly around work place pension
What could they have done better?
Nothing
Sarah:
Thank you so much for your 5* review. It is greatly appreciated. Catch up soon. xFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Sarah
Sarah was concise, honest and clear. A friendly personality. Knowledgeable about the product we asked about.