Alison's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 24 )
Pensions ( 15 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 1 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 14 )
Review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking at buying my first house
How has Alison Bayly helped you?
She helped by answering all questions I had, showing me exactly what needed to be done and all the steps to buying a house. I was clueless as I hadn't done it before, but she was patient and walked me through each step.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
There's nothing I can think that I would have wanted done better or differently.
Review
by a verified client in Cambridgeshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help to find a mortgage
How has Alison Bayly helped you?
Alison was amazing we never thought we’d be home owners and without her help I doubt we would be
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing she was amazing to work with
Review
by a verified client in Cambridgeshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement ?
How has Alison Bayly helped you?
Alison sorted out my pension and financial planning ?
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
Nothing
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Separation settlement, buying new property, pension planning.
How has Alison Bayly helped you?
Yes, Alison was very helpful, and I am confident I now have the correct arrangements in place.
Have you seen the outcome you were hoping for?
Yes, everything is working well and as expected.
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Very easy to understand and talk to while being very professional. Had very good solid advice and very friendly and approachable even for a quick bit of advise.
How has Alison Bayly helped you?
Helped me understand a changing world with the best advice on how to make the most of my retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very pleased with everything