Craig's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 5 )
Pensions ( 64 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 20 )
£100k - £200k ( 8 )
Up to £50k ( 9 )
£50k - 100k ( 12 )
Review
by a verified client in Kent
16 days ago
Overall
Advice
Service
Value
How has Craig Atkins helped you since your last review?
He has advised on what i should do with my platform and the best way to take it.
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pension investment and general financial advice
How has Craig Atkins helped you?
consolidated my pensions and invested at a risk profile I am comfortable with. Got a will and power of attorney in place and supported with financial plans over the immediate, medium & long term
Have you seen the outcome you were hoping for?
Yes, very pleased with the outcome of Craigs advice
What could they have done better?
Nothing!
Repeat review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Craig Atkins helped you since your last review?
Craig has advised me on power of attorney issues
Craig:
Morning Will Thanks very much for the kind review. It is much appreciated. I look forward to catching up soon. Kind regards, Craig.Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband made the initial contact.
How has Craig Atkins helped you?
My husband has now passed away too soon and Craig has guided me financially.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Craig:
Hi Karen thanks very much for your kind review. It has been a pleasure to support you during a very difficult time and work with you to develop a solid financial plan for your future. I look forward to speaking to you soon.Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Withdrawing a lump sum
How has Craig Atkins helped you?
Craig executed the procedure and advised on the transaction with Royal London
Have you seen the outcome you were hoping for?
Yes thank you
Craig:
Hi Becky thanks very much for the much appreciated review. I'm glad that it has all worked out. If you, your family or friends need advice going forward just give me a call. Best wishes, Craig.