Kath's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 5 )
Pensions ( 48 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 31 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 27 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 16 )
£100k - £200k ( 13 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Repeat review
by a verified client in Swansea
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kath Atkin-Bowdler helped you since your last review?
Having had brilliant returns on my investments which I was delighted with, the global market has now turned. Kath is always available to advise and has come up with some brilliant ideas for my future financial well being. Kath is an absolute PROFESSIONAL.
Repeat review
by a verified client in Rhondda Cynon Taff
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kath Atkin-Bowdler helped you since your last review?
After a very difficult year and a big change in my financial circumstances, Kath has continued to provide me with support and advise to get my finances back in order. Kath is always at the end of the phone to answer any queries I may have.
Repeat review
by a verified client in Powys
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kath Atkin-Bowdler helped you since your last review?
She's always available if we need advice.
Repeat review
by a verified client in Neath Port Talbot
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kath Atkin-Bowdler helped you since your last review?
Has been very very helpful advising me in the handling my investments.
Repeat review
by a verified client in Neath Port Talbot
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kath Atkin-Bowdler helped you since your last review?
I can only reiterate my comments from last year. I feel confident that my investments are in good hands.