Rachel's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 17 )
Pensions ( 3 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rachel Woodward helped you since your last review?
Rachel has transferred my pensions into one and this has made it more manageable and it has led to the growth of the whole portfolio value to rise significantly compared to previous pension performance.
Repeat review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rachel Woodward helped you since your last review?
Rachel continues to discuss the changing requirements to all wealth planning matters. Her advice and attention to detail has helped massively to grow my portfolio.
Repeat review
by a verified client in West Midlands
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rachel Woodward helped you since your last review?
Advice on future planning considering my aspirations and targets
Repeat review
by a verified client in West Midlands
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rachel Woodward helped you since your last review?
Rachel has consistently communicated with me and ensuring that during the pandemic my circumstances are reasonably the same as they were. Very refreshing to have someone who genuinely cares.
Repeat review
by a verified client in West Midlands
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rachel Woodward helped you since your last review?
Excellent support answering any questions we have around our mortgage