Verity's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Shropshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at retirement planning
How has Verity Corbett helped you?
Reviewed our finances and pensions resulting in maximising our surplus cash and contributing to a better performing pension scheme
Have you seen the outcome you were hoping for?
So much more - we did not think we could retire anytime soon - but we can!
What could they have done better?
Absolutely nothing - Verity was super and an extremely nice person
Verity:
Thank you for that glowing review. I am excited to see what your retirement brings and to support you in ensuring you maximise your funds ready for when it arrives!Review
by a verified client in Shropshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a Chartered Certified Accountant running my own practice, I am acutely aware of the need to use professionals who have specialisms in their field. Whilst I can advise clients of the tax implications of various financial decisions, I am not regulated to advise on making such decisions - in steps Verity. I have no hesitation in introducing my clients to Verity. Verity is able to explain complex scenarios to clients in understandable terms and this, coupled with her approachable and calm demeanor, puts clients at ease.
How has Verity Corbett helped you?
Verity advised me on my firm's Death In Service policy, to ensure our teams loved ones have financial security should the worst happen. Providing guidance and answering any questions which came to light.
Have you seen the outcome you were hoping for?
Yes, the Death In Service policy is now in place.
Verity:
Gosh, that is a lovely review! Thank you so much, I know the high standards you offer your clients both technically and in terms of customer service, therefore it makes me even more pleased that you have recognised me for the service I have provided you and other clients.Review
by a verified client in Shropshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for professional advice about my finances.
How has Verity Corbett helped you?
Verity is highly professional and approachable. She takes a holistic approach, ensured her advice was bespoke to my personal circumstances.
Have you seen the outcome you were hoping for?
She has helped give me confidence in managing my current financial position.
Verity:
Huge thanks for this lovely review. I am keen to empower and give confidence to my clients so I am really pleased you feel my support did this. I look forward to continuing to support you moving forward.Review
by a verified client in Staffordshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A pension scheme coming to maturity and needed guidance as to the best way to invest it.
How has Verity Corbett helped you?
Verity has advised us as to which options would be better for us
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
nothing
Verity:
Thank you so much for this review. I really appreciate you taking the time to leave it. I am so pleased that despite the annuity provider making things much slower than we would have liked we got there in the end and you no have the option most suitable to you and you understand it.First impression
by a VouchedFor user
20 days ago
Overall
Please provide a brief comment about your experience with Verity
Verity is extremely knowledgeable about a wide range of financial products and can help with so many aspects of financial planning. She's very approachable and really takes time to understand your individual circumstances in order to give you the best possible advice.
Verity:
Thank you very much. I really enjoyed our discussions during the meeting. I look forward to helping you with your finances.