Naomi's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 2 )
Inheritance Planning ( 1 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Naomi McLean helped you?
Ran through figures and gave us an idea of our income during retirement.
Have you seen the outcome you were hoping for?
All looking good so far.
Naomi:
Many thanks Jane for your helpful feedback!Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help understand money better
How has Naomi McLean helped you?
Advice on what I go do to make my money earn more
Have you seen the outcome you were hoping for?
Comfortable life
What could they have done better?
Nothing, seem very clear
Naomi:
Many thanks for your review Wayne, it is much appreciated!Review
by a verified client in Cambridgeshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't actively seek an advisor - this is part of the MyPru service I believe. A Review was suggested when I was considering a drawdown.
How has Naomi McLean helped you?
Naomi was able to provide an online Review at a time to suit me and she was aware of my requirements. I had already decided upon a course of action which Naomi is in the process of fulfilling. She was personable and friendly when we spoke.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Naomi couldn't have done anything better but your systems are another matter!
Naomi:
Many thanks for your review, Marian. Your feedback is invaluable to our service!Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was assigned an adviser when I took my pension
How has Naomi McLean helped you?
She went through my finances, with me, making suggestions, when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Buckinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was our yearly check up.
How has Naomi McLean helped you?
Naomi has made us understand our investments better.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing Naomi was very clear in all areas.