Michael's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 13 )
Pensions ( 62 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 27 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 30 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 15 )
£100k - £200k ( 3 )
( 1 )
Up to £50k ( 3 )
Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an experienced Financial Adviser to cast an eye over post-retirement plans given my assets and liabilities and future plans and also to help me pick the most appropriate annuity plan for my maturing pensions.,
How has Michael Harvey helped you?
Very thorough and professional. Helped me confirm that my post-retirement income and expenditure plans all stacked up and didn't have any major holes. Also helped me assess annuity plans and set them up. I recommend Michael.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to consolidate several pensions and make plans for our retirement
How has Michael Harvey helped you?
Michael provided clear and helpful advice and drew up a financial plan for our retirement
Have you seen the outcome you were hoping for?
The initial outcome has exceed our expectations.
Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Self-employed, looking for financial advice
How has Michael Harvey helped you?
Sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several small pensions that needed consolidating. Further financial advise on up and coming inheritance and planning.
How has Michael Harvey helped you?
We have looked and discussed at the the broader picture, with Michael advise & offering options of solutions
Have you seen the outcome you were hoping for?
The outcome is ongoing, as I have recently closed a business and I am looking to rely on my pension & options more.
What could they have done better?
The results of previous advise has proved to be good, and tailored for my modest nervousness
Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Michael Harvey helped you?
Pension advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing