Amanda's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 9 )
Pensions ( 95 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 1 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 32 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 22 )
£100k - £200k ( 14 )
£50k - 100k ( 11 )
Up to £50k ( 25 )
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to set up a private pension.
How has Amanda Reid helped you?
Amanda provided a thorough assessment of my financical circumstances and she was able to recommend a specific product which matched my needs.
Have you seen the outcome you were hoping for?
It is early days - 6 months into a new pension but so far generally yes.
What could they have done better?
N/A
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Amanda
I didnt get to speak with her
Amanda:
Hi I was on annual leave so your enquiry was passed onto my colleague, Jane, to contact you. She contacted and spoke to you on the same day and you have also held a teams call with another one booked for this week.Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for general advice on when I can afford to retire comfortably
How has Amanda Reid helped you?
Gave advice and peace of mind that I will be able to retire as planned.
Have you seen the outcome you were hoping for?
Yes, still in progress but all positive.
What could they have done better?
Great service and an honest discussion with no hidden agenda. Great job.
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my multiple pensions
How has Amanda Reid helped you?
She has advised and actioned the roll up of all but one of my personal pensions. The new investments are performing well. Our marital income and pension planning has been reviewed for the first time. We now feel in control of our finances and more confident about our risk profile and our retirement planning. She has also advised on the options for tax free withdrawals.
Have you seen the outcome you were hoping for?
Yes. I have withdrawn some tax free monies from a pension and intend to do more for a building project. The new Quilter fund is performing well and the Financial information is excellent. Our first annual review has been helpful.
What could they have done better?
No complaints. We have received everything we had hoped for and more..
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for pension advice
How has Amanda Reid helped you?
Challenged us to make the right financial decisions which is the correct thing to do and indeed what we pay for
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing