Kevin Adlington

Kevin Adlington

Castlegate Financial Management Limited

Kevin's reviews

Reviewed for

Pensions ( 5 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 3 )

Pension Transfers - Non Specialist ( 2 )

Financial Planning ( 2 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 1 )

Review

by a verified client in Norfolk

5 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To help me make the right decision for my pension.

How has Kevin Adlington helped you?

Present on the phone and very caring and understanding

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothings Kevin is a credit to your company.

Review

by a verified client in Lincolnshire

12 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Plan for my future years.

How has Kevin Adlington helped you?

To withdraw cash from our I.S.A.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All is fine no problems.

Kevin:

Thank you for the review It is very much appreciated. Thanks again Kevin
Review

by a verified client in Lincolnshire

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Wanted to understand were to invest our savings.

How has Kevin Adlington helped you?

Advised us the best direction to invest.

Have you seen the outcome you were hoping for?

Still a little bit early.

What could they have done better?

Nothing.

Kevin:

Thank you for the review It is very much appreciated. Thanks again Kevin
Review

by a verified client in Lincolnshire

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Because I coming up to retirement.

How has Kevin Adlington helped you?

He was very helpful and explained everything to detail.

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

Can't think of anything else.

Kevin:

Thank you for the review It is very much appreciated. Thanks again Kevin
Review

by a verified client in Nottinghamshire

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Future proofing

How has Kevin Adlington helped you?

Understood what we were trying to to achieve

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Kevin:

Thank you for the review It is very much appreciated. Thanks again Kevin