Kathryn's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received several letters from my various pension providers asking me to decide what I wanted to do with them.
How has Kathryn Hargrave helped you?
Kathryn helped clarify my options of what to do with my pensions and helped me understand more about pensions in general.
Have you seen the outcome you were hoping for?
Yes I am happy with the outcome.
What could they have done better?
Nothing that I can think of.
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of Business Sale proceeds in Trust
How has Kathryn Hargrave helped you?
Researched the best options for my requiremnts.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing !
Review
by a verified client in Cumbria
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pension, savings and investments
How has Kathryn Hargrave helped you?
Kathryn has given me very good advice and being very helpful in all matters to do with financial planning. Kathryn is very thorough as well in all the dealings i have had with her.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing her service has being excellent
Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice and help with savings and building my pension pot and have received advice and help from Armstrong Watson for many years.
How has Kathryn Hargrave helped you?
Kathryn has given me advice on my pension and savings options and helped me navigate the world of pensions enabling me to consolidate my plan for entering retirement
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in North Yorkshire
6 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I needed to drawdown a quarter of my SIPP
How has Kathryn Hargrave helped you?
Kathryn inherited a very difficult and complex set of circumstances related to my LTA. After much effort and thought attacking the problem from different angles with commendable persistence she eventually finalised a satisfactory completion of the task.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Only by forecasting unforeseen hurdles