Reviewed for

Insurance and Protection ( 34 )

Mortgages ( 55 )

Pensions ( 62 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 3 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 5 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 12 )

£100k - £200k ( 11 )

( 1 )

Up to £50k ( 20 )

£50k - 100k ( 12 )

Client reviews

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

To help sort out my wife and my pensions and morgage

How has Merryn Collins helped you?

sorted out a great mortgage deal and consolidated our separate pensions

Have you seen the outcome you were hoping for?

yes and more.

What could they have done better?

nothing went way above our expectations

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Merryn Collins helped you?

Pension and mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing! Always excellent advice given in a clear understandable way!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Sold house so had money to invest

How has Merryn Collins helped you?

Yes he has been helpful

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

As I am self-employed I wanted to ensure I was making the best decisions for the future.

How has Merryn Collins helped you?

Merryn has been wonderful. He has helped advise my husband and I with paying off our mortgage and has invested our money in pensions that have performed extremely well.

Have you seen the outcome you were hoping for?

Yes, very much so. I feel confident that we will be well provided for when the time comes to retire.

What could they have done better?

Nothing!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

My initial requirement was to obtain a Mortgage and to review my pension investments for the future.

How has Merryn Collins helped you?

Merryn has provided ongoing professional financial support since 2006, including securing a fix term mortgage, review of existing company pensions and the provision of an additional private pension investment.

Have you seen the outcome you were hoping for?

In 2016 Merryn assisted with the consolidation of my various pensions and the establishment of a managed investment fund enabling me to retire with confidence for a secure financial future. This was as a result of Merryn's professional advice and guidance during the interim years.

What could they have done better?

I cannot think of any aspect of the service where there is need for improvement.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

To consolidate various pensions.

How has Merryn Collins helped you?

Merryn has given us valuable assistance with pension planning & help with mortgage decisions.

Have you seen the outcome you were hoping for?

Our future prospects look favourable thanks to Merryns expertise.

What could they have done better?

We are more than happy with the service we have received.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was struggling to understand my private pension options once I reached 60. Merry was recommended to me by my Godson

How has Merryn Collins helped you?

Merryn was extremely knowledgeable,he explained very clearly my options and guided me in the right direction.

Have you seen the outcome you were hoping for?

Yes Merryn has been extremely helpful both with myself and my wife's finances.

What could they have done better?

Nothing comes to mind as Merryn has been more than helpful on any occasion I have sought advice

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

My finances seemed a bit complicated

How has Merryn Collins helped you?

Very straightforward, clear advice given promptly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Merryn

Merryn directed me to Simon who was excellent, really helpful with all of my questions and who I will be returning to once I start going for a Mortgage.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Reason why we have been talking about sorting out our finances and pensions and we decided to look around and came across Merryn and since then we have not looked back. The advice and help Iain has given us over the years is fantastic.

How has Merryn Collins helped you?

Merryn has given us great confidence in sorting out our pensions mortgage savings. Everything really cannot thank you enough for all the help he has given us and great advice merryn has given us great confidence in sorting out our pensions mortgage savings. Everything really cannot thank you enough for all the help. He has given us and great advice and for the future

Have you seen the outcome you were hoping for?

yes, we have seen the outcome and we are very happy

What could they have done better?

There was nothing else better than what they had done. Fantastic service regular contact was great no complains there was nothing else better than what they had done. Fantastic service regular contact was great no complains what’s the weather

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We wanted to sort our pensions out.

How has Merryn Collins helped you?

Merryn gave us advice and put everything into place that we required.

Have you seen the outcome you were hoping for?

Absolutely, has worked out brilliantly.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Needed help for my future finances abd insuran

How has Merryn Collins helped you?

He waz always on the end of a phone if i needed help Always replied to my emails -calls with in an hour or next morning if late .very helpful and extremely polite when talking to him Explaining everything in deatail and easy to understand my needs Vert professional advice and help every time

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

To be honest i dont any thing could be done better

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage advise and sourcing

How has Merryn Collins helped you?

I have engaged with Merryn for over 15 years for 5 mortgages across 3 homes. Merryn listens to what you are looking for and will go out and source a solution. However in addition he will come back with other options so as to open your eyes to solutions you may not have been aware of. A true consultant Merryn is my go to.

Have you seen the outcome you were hoping for?

Absolutely. 5 times of partnership and counting. I will be back when this mortgage term runs out for his advice. I have also passed him onto family members who can benefit from his advice.

What could they have done better?

Honestly he has been faultless in his advice, collaboration and follow up service

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We went to Merryn originally for mortgage advice over 11 years ago.

How has Merryn Collins helped you?

Merryn has continued to be there as financial support throughout that time helping us with everything to do with remortgaging and insurance. More recently he has haloed us with pensions and investments.

Have you seen the outcome you were hoping for?

Yes. Merryn is always at hand, on the case and prompt with his service.

What could they have done better?

Nothing

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension consolidation

How has Merryn Collins helped you?

Merryn has given us good advise, we feel confident that our pensions are being well looked after. He was also instrumental in helping us to secure a competitive mortgage arrangement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, more than happy with the service.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Looking to purchase a new home with more space.

How has Merryn Collins helped you?

Merryn has given us his time, expertise, advice and leadership in working through challenging circumstances (very busy market is a Covid-environment). He has been available, approachable, very responsive and calm. He has also used his influence, where required and appropriate, to overcome difficulties in process.

Have you seen the outcome you were hoping for?

Yes, completely. It was a complex process due to a number of factors relating to the market and the impact of Covid. But Merryn helped us to overcome challenges along the way to securing the outcome we had hoped for at the beginning.

What could they have done better?

Nothing

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Buying my first home

How has Merryn Collins helped you?

Merryn has been extremely helpful throughout the long process of purchasing my first home. He sourced a good mortgage offer for me and also assisted me with insurances. He was very helpful with chasing my Solicitors, as they weren't very helpful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

My initial requirement to was to obtain a mortgage, followed by the need to review exsiting pensions funds and to establish additional long term investment plans. Most recently, in the past five years, to provide professional consultation and management of retirement investment funds.

How has Merryn Collins helped you?

He obtained a fixed long term mortgage to meet our requirement. In addition he advised, following I depth review of my pension funds, which of them could by consolidated into a personal plan and which would best be left frozen with the company Land. In the last five years Merryn has established a managed investment fund using the monies from each of my pension funds. This has enabled me to retire with a secured income that has maintained my standard of living.

Have you seen the outcome you were hoping for?

The service that Merryn has provided and contues to provide has been excellent at each stage and as a result I can enjoy my retirement knowing that I can rely upon his ongoing professional service.

What could they have done better?

I can find no fault in the service that Merryn has provided and I would not hesitate to reccomend his service.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Have had alot of helpful services grom Merryn

How has Merryn Collins helped you?

Help to sort out insurance mortgage and pensions

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

Nothing really so helpful

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension and mortgage advice

How has Merryn Collins helped you?

Sorted out the pensions and information. Provided a new mortgage and advice on

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

House move - New Mortgage Pension advice

How has Merryn Collins helped you?

We moved house August 2019 and Merryn provided mortgage advice and also worked with our solicitor ensuring that the whole process was as trouble free as possible, this was greatly appreciated as there were a few sticking points which Merryn dealt with swiftly and effectively as he always does.

Have you seen the outcome you were hoping for?

Absolutely, I couldn't be happier with the outcome.

What could they have done better?

Nothing comes to mind. First rate job!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We had pensions in various locations, Merryn helped by advising to have a proper plan in place for the future.

How has Merryn Collins helped you?

He help us make a proper plan with the right amount of risk.

Have you seen the outcome you were hoping for?

Pensions are doing better than expected in these difficult times.

What could they have done better?

Nothing.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I needed help with my pension when I reached 60

How has Merryn Collins helped you?

Merry came to my house and gave me my options in easy to follow terms,making my choices easier to understand.

Have you seen the outcome you were hoping for?

Yes over and above my expectations

What could they have done better?

No

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I am not very good knowing what financial services are available

How has Merryn Collins helped you?

Merryn gave me very clear, sound advice that was easy to understand but improved my financial position immediately

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Have a few pensions wanting to know how much I have got And have done my mortgage And on both counts have been very happy with information given to myself and explained really well

How has Merryn Collins helped you?

Easy to contact and friendly person and awesome service

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

All ok nothing to better

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Merryn

I actually saw James as Merryn was on leave, but James was excellent and gave me great advice.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Moving home.

How has Merryn Collins helped you?

Merryn took care of all matters from start to finish.

Have you seen the outcome you were hoping for?

Yes we couldn’t of asked for a better service. Nothing was very to much trouble and we were always fully informed throughout the process. We would highly recommend to anyone looking to move house.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We felt that we were not get any advice from previous pension providers.

How has Merryn Collins helped you?

He helped us to consider what our plans were for our retirement.

Have you seen the outcome you were hoping for?

Yes, our investments are not doing badly considering the financial market at the moment.

What could they have done better?

Nothing, he is always helpful & on hand if you require any advice.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was retiring and having lost a considerable pension some years ago when the problems with private pensions happened I was anxious not to lose any more and to have sound advice and information on my options and for me and my wife what was the best way to use my pension pot for my future. I had 3 or 4 private pensions by the time I retired. I had a mountain of paperwork regarding the pensions which we felt overwhelmed by and we needed clarification from someone and Merryn had come highly recommended by a fellow colleague who he had helped.

How has Merryn Collins helped you?

He advised me on what the best way to consolidate these pensions and how to take the lump sums that I was entitled to. He explained fully the options I was entitled to and helped us to decide what the best plan was for us

Have you seen the outcome you were hoping for?

Nothing has changed to any great extent, the pension sits nicely in the preferred Society and is performing satisfactorily in this difficult uncertain economic climate.

What could they have done better?

As far as we are concerned he has done all we've asked of him and he continues to advise us regularly as we age and our situation changes. He regualrly contacts by email and we know that he is only a phone call away if things were to change before our annual review

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Retirement, bereavement, sale of marital home, and redundancy of current financial advisor

How has Merryn Collins helped you?

Reviewed and created a portfolio to suit my needs

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was struggling to deal with tax implications etc on my private pension when i reached 60

How has Merryn Collins helped you?

Merryn was recommended by my Godson .Quite simply Merryn put everything in layman's language and made it easier for me to understand and make decisions on his advice.

Have you seen the outcome you were hoping for?

Absolutely ,with Merryns help we managed to take 25% of my pension tax free and paid off our mortgage earlier than expected. He also gave us sound advice with our savings which have had a brilliant return to date.

What could they have done better?

At this moment in time i have no advice for Merryn except keep on doing what you are doing.Merryn is very approachable and there was never a hard sell.I always look forward to his visits and advice.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I felt as a self-employed professional I would be wise to seek advice to put me in the best possible financial position for the future

How has Merryn Collins helped you?

He advised me to change my pension to a different provider and how best to prioritise the money coming into the household

Have you seen the outcome you were hoping for?

My pension has outperformed anything I had expected! I feel extremely confident that I've had fantastic advice and that I am in very secure hands for the future.

What could they have done better?

Nothing!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I had previously had an underperforming pension plan brokered by a financial adviser who was not independent. I was keen to find an adviser who was independent and therefore unbiased

How has Merryn Collins helped you?

Merryn Collins scrutinised my financial position thoroughly, and was able to make expert recommendations without bias or spin. He could see that a change of direction was necessary and his calm communication was reassuring. With regard to my pension he understood that prudent decisions need to be made in good time eg. being aware of how plans are performing and switching fund managers/providers if necessary in order to achieve strong long term growth.

Have you seen the outcome you were hoping for?

My pension performance has exceeded my expectations since Merryn became my financial adviser. I started a pension several decades ago and it would have lain dormant and underperforming for ever if I had not had the best advice from Merryn Collins. His financial advice and management has transformed my pension. The results are self-evident and I am grateful to Merryn for his clear communication and diligence over many years.

What could they have done better?

I can't see what Merryn could have done better.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

To invest an inheritance

How has Merryn Collins helped you?

Sound advice and guidance with easily accessible information

Have you seen the outcome you were hoping for?

I am happy with the results of the investment

What could they have done better?

Nothing to suggest as I have confidence in my financial adviser

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pensions needed to be consolidated and advice required as the providers were suggesting an annuity.

How has Merryn Collins helped you?

He combined the three pension policies under one main policy and it has continued to grow.

Have you seen the outcome you were hoping for?

Yes, the policy is continuing to grow steadily.

What could they have done better?

Nothing we are aware of.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

House move

How has Merryn Collins helped you?

Merryn helped with all financial aspects of the move

Have you seen the outcome you were hoping for?

Absolutely yes

What could they have done better?

I really don’t think Merryn could have done anything better. It was quite a difficult process and Merryn was there every step of the way offering sound advice

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Merryn

Merryn was extremely helpful. Due to my circumstances he passed my details onto His colleague who I am now dealing with

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

I was retiring and needed advice on whether or not to cash in my company pension or take a pension and lump sum within the scheme. I also needed information regarding investing the proceeds of the pension.

How has Merryn Collins helped you?

Merryn was able to help assess my own attitude to risk and thus look at what was the best outcome for me. He was also able to put me in touch with other financial companies who could help with the more finer details of the investments I subsequently made.

Have you seen the outcome you were hoping for?

It’s early days yet as my investment only began less than 6 months ago. However I was impressed by the professional and assured advice I was given by Merryn and his associates. I’m confident that I received the best possible guidance available. I would definitely use them again

What could they have done better?

Can’t really think of anything here as all the relevant options were well explained and I felt confident in the approach we took.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

First-time buyer looking to secure a mortgage.

How has Merryn Collins helped you?

Merryn explained the process clearly and was always on hand to offer advice and answer any questions. He found us the best product to suit our needs, making what could have been a stressful process very smooth and simple.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

/

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

re-mortgage and pension advice

How has Merryn Collins helped you?

re-mortgaged successfully and combined pensions where possible into one

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, happy with the advice and help provided

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We were moving house so needed to look at mortgage options as well as a review of our pension investment portfolio

How has Merryn Collins helped you?

Merryn's advice helped us pick the right mortgage. The house move went well. Merryn's review of our investment portfolio was good because he felt it wasn't being managed quiet as well as it could have been; we discussed options and now feel our investments reflect our wishes.

Have you seen the outcome you were hoping for?

Absolutely...the mortgage was approved quickly and the transfer of investments was efficient.

What could they have done better?

Nothing. Excellent service.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Looking for mortgage.

How has Merryn Collins helped you?

Merryn was able to provide mortgage options which best suit my current circumstance. He was influential when monitoring the progress of my property purchase. Always providing regular status updates.

Have you seen the outcome you were hoping for?

Absolutely. Merryn was recommended to me from a friend and I to would recommend Merryn's services as he has made a stressful process seem very smooth. The purchase of my property was very quick and I largely believe this was down to Merryn's assistance.

What could they have done better?

I honestly don't think there is something that could have been done better.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Renewing our mortgage.

How has Merryn Collins helped you?

Found the best mortgage lender for us.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Merryn is personable non judgemental and prompt he is also efficient and leaves no stone unturned in persuit of what we needed.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage for a house.

How has Merryn Collins helped you?

By advising, finding the best possible solution promptly, providing detailed, knowledgable information, efficiant services, prompt replies. Guided throw the process. Excellent service!.

Have you seen the outcome you were hoping for?

Yes- positive.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Initial requirement was to secure a Mortgage. subsequent years he has helped with the consolidation of my pensions and pension investments.

How has Merryn Collins helped you?

The mortgage was secured and he worked with me and my wife to consolidated our pensions and setup appropriate investments in order for us to retire. This was successfully created and he is providing excellent ongoing support and management of our current investments on an annual basis.

Have you seen the outcome you were hoping for?

I have finalised my mortgage and have the appropriate pension investments which have provided adequate income for my future.

What could they have done better?

Merrryn, has met all my expectations and requirements and I feel there is nothing more he could have done.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Buying a new flat.

How has Merryn Collins helped you?

Being always available, very kind and fast in the response!.

Have you seen the outcome you were hoping for?

Yes - it took less than a month to move into the new flat!.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

An inheritance.

How has Merryn Collins helped you?

Merryn came to our home several times when convenient for us. He listened to what we told him, explored options, answered our questions and gave clear information. He did not hurry us or push us in any way.

Have you seen the outcome you were hoping for?

I think that the options we have taken should be well suited to our needs due to his guidance and explanations.

What could they have done better?

Nothing as far as I can tell. We are just thankful that we found someone who was personable and understood our needs and we will be happy to continue working with in him the future.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

First time buyer mortgage.

How has Merryn Collins helped you?

He gave me very valuable advice and made the process extremely easy.

Have you seen the outcome you were hoping for?

Yes, mortgage has been approved.

What could they have done better?

If client works from home, having ID, certain particulars and documents already sorted before the conveyancers ask for them etc, as it may prolong things on the clients end of documents are elsewhere

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We were looking to remortgage in order to finish our house refurbishment work.

How has Merryn Collins helped you?

Merryn investigated a number of mortgage options for us and came up with two options that suite our needs perfectly. Merryn clearly explained the advantages and disadvantages of both options that allowed us to make a well defined decision.

Have you seen the outcome you were hoping for?

Merryn provided us with the perfect solution to our needs.. The process was managed well throughout. Merryn always kept us informed of progress and decision making throughout the process.

What could they have done better?

Merryn could not have been better. We have used his services in the past and every time has provided excellent service.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Merryn

Merryn contacted us almost immediately, gave good advice and carried through with everything he promised to do. I will be using him again

Review from verified client

October, 2017

Overall

Service

Advice

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I wasn't really looking I'm not even sure how i ended up talking to Merryn but I'm ever so glad i did.

How has Merryn Collins helped you?

Merryn has pulled together the bits of pensions i had scattered about from previous employers put them under one provider and got them working for me.

Have you seen the outcome you were hoping for?

So far the results are much better than i would have hoped for.

What could they have done better?

I don't think there is anything that could be done any better.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Initially a remortgage and then to amalgamate numerous pension plans.

How has Merryn Collins helped you?

He recommended a new pension provider which has had consistently good performance and also offered a profit share. He contacted all my pension providers and arranged for the transfer in a very organized and speedy way. He definitely understood and at times anticipated my needs. He explains the pros and cons in a very clear manner.

Have you seen the outcome you were hoping for?

Yes. My pension were transferred very smoothly to one single provider.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

A change in my circumstances required a review of life insurance.

How has Merryn Collins helped you?

He found better cover options for the same cost.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All good

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Needed some urgent financial help to re-structure our finances.

How has Merryn Collins helped you?

Merryn was calm and professional at all times and found us an excellent deal with ticked all the boxes.

Have you seen the outcome you were hoping for?

We are absolutely delighted with the assistance and service we received from Merryn. He has helped us complete a re-mortgage in a very short time frame.

What could they have done better?

Honestly nothing - Merryn is nothing short of a genius and a legend! Cannot recommend highly enough.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I am approaching retirement and was completely confused about the pensions I have. I was recommended by a friend to contact Merryn and have been very pleased with his help and advice.

How has Merryn Collins helped you?

We discussed the different options open to me and we decided on the best option for my circumstances.

Have you seen the outcome you were hoping for?

So far very promising.

What could they have done better?

At the moment nothing of note

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Researching the marketplace and recommending the most appropriate products and services available and suitable to me.

How has Merryn Collins helped you?

Always keeping me up to date with financial products and given me advise suitable to my financial circumstances.

Have you seen the outcome you were hoping for?

Well organized with the ability to manage time effectively while managing my insurance and mortgage.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Merryn

He was very clear with his advice and extremely helpful. I decided not to go foward with my plans once he made my options so clear- I would certainly recommend him to others.

Review from verified client

February, 2017

Overall

Advice

Value

Service

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Remortgaging and life insurance & illness protection.

How has Merryn Collins helped you?

Merryn is extremely good at searching the market for the best deal that meets our needs. He communicates this effectively and in a timely manner. Merryn always kept us in the loop and was immediate with his response whenever I had a query or question. What impresses me most about Merryn is his calm and reassuring attitude. This certainly promotes confidence and highlights his skill as an excellent financial advisor.

Have you seen the outcome you were hoping for?

Yes. Very happy with the outcome.

What could they have done better?

Nothing, everytinhg has been excellent

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I needed to consolidate some separate pension schemes into one and needed advice.

How has Merryn Collins helped you?

Merryn looked into our existing schemes and financial position and advised the best options for us in a straightforward understandable manner.

Have you seen the outcome you were hoping for?

So far so good.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Merryn

Merryn was very quick to respond, even contacted me on his day off initially. Merryn gave me all the information I needed within 24 hours which was fantastic. Couldn't recommend Merryn enough.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage requred Money inherited to be invested.

How has Merryn Collins helped you?

Obtained a mortgage for me Invested my money wisely kept me informed with progress of my investments sent me regular updates.

Have you seen the outcome you were hoping for?

My investments are achieving what I intended.

What could they have done better?

I have been satisfied with all the advice that I have been given and personally am glad to leave the pressure of finance to someone I trust.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Busy running our own business and not having time to keep on top of our pensions and planning for our retirement.

How has Merryn Collins helped you?

He visit us and explained what position we were in and how to improve our pensions etc.

Have you seen the outcome you were hoping for?

Yes, very pleased and we can always contact Merryn if we have any questions.

What could they have done better?

Nothing, he is always helpful and patiently explains all the different choices we have.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

Needed some sound advice regarding life insurance and also mortgage reknewal.

How has Merryn Collins helped you?

Merryn has given excellent advice in all areas. He has always managed to get a deal that is in our best interests. He always gives us options and doesn't pressure us into making decisions. I am very content with our mortgage and also my life insurance policy.

Have you seen the outcome you were hoping for?

Yes. 100% positive outcomes all round.

What could they have done better?

In all honesty, I cannot fault the service that we have received

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

looking for somewhere to invest capital from house sale.

How has Merryn Collins helped you?

showed us different packages we could go for.

Have you seen the outcome you were hoping for?

has anybody in this climate? but my answer would be 'yes' over the last 6 months.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

independent unbiase advice and makie my investion work harder and secure.

How has Merryn Collins helped you?

Merryn helped us set up a work place pension and source help from pension comapny to help my company. Merryn had also adviced me and my wife on pension investion by advising us the appropriate pension company and investion firm.

Have you seen the outcome you were hoping for?

I could see my investiuon doing very well despite very difficult investtment environment.

What could they have done better?

NA

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

End of existing fixed term mortgage, previous financial advisor no longer independent so I investigated alternatives.

How has Merryn Collins helped you?

He ensured that I had all information to hand to help him provide the best package. I liked his direct approach which provided me with a clear understanding of the options available. He ran through all the figures and alternatives including mortgage options that I hadn't considered. We were able to view everything on screen together so I was reassured of everything that was available. I had confidence that he understood my own personal circumstances and was able to tailor a mortgage to suit, thereby maximising my financial status on completion of my mortgage.

Have you seen the outcome you were hoping for?

Still 2 years to run on my latest fixed rate mortgage, however his advice was such that I am still pleased with the rate I have and am in total control of my finances. In terms of what has changed; Merryn's advice means that I will now have the whole of my work pension available on my retirement rather than sinking some of it into a final mortgage payment. I did my own research in the local high street and couldn't find a better mortgage even with my existing provider.

What could they have done better?

Although Merryn was quite specific on what he needed from me prior to our first meeting, it was conveyed verbally, so maybe he could make a soft copy document available to prospective customers in future? This is really minor though!

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage Advice.

How has Merryn Collins helped you?

Provided several solution.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Initially met through a mutual contact regarding mortgages.

How has Merryn Collins helped you?

Provided alternative solutions.

Have you seen the outcome you were hoping for?

For the interim - Yes.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Remortgage.

How has Merryn Collins helped you?

Help find suitable mortgage, reviewed and suggested investments and insurance.

Have you seen the outcome you were hoping for?

So far progress is satisfactory.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

Getting best mortgage, Life insurance and B+C cover.

How has Merryn Collins helped you?

went into market and procured the best deals.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We were looking to move house and being very busy people, didn't have the time for the 4 hour interview that the providers insist on.

How has Merryn Collins helped you?

Merryn enabled us to have a home appointment, advised us on all the mortgage products available to us and steered us smoothly through the whole process. Merryn was always quick to respond to phone calls and emails and made us feel nothing was too much bother, always able to explain things well and answer all my silly questions!.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

In our view, nothing.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

pension advice.

How has Merryn Collins helped you?

pooled my 2 private pensions into 1 pot.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

November, 2016

Overall

Advice

Value

Service

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

Having reached retirement age having had several employments, some of which had acrude pension benefits, I needed advice about the possibility of amalgamating these funds to my best advantage.

How has Merryn Collins helped you?

Merry Collins was able to sort out the above and explained every thing he was able to do in an easily understood manner.

Have you seen the outcome you were hoping for?

I was pleasantly surprised and reassured by the outcome.

What could they have done better?

I am by no means an expert on what could have been done any better at the time, hence the reason for seeking help in the first instance. I find myself unable to comment upon what might have been improved in the process. I did and do appreciate what Merryn Collins has done for me.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Remortgage & Pension advice.

How has Merryn Collins helped you?

Merryn has helped me over many years make productive and successful choices with remortgaging & pension assertion.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Take me out to lunch more often! ;-)

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

No current financial adviser and uncertain of quality of pension scheme.

How has Merryn Collins helped you?

Sound independent advice without pressure or 'hard sell'. I would highly recommend Merryn for his professionalism. I had a poorly performing pension scheme 10 years ago and thanks to Merryn's guidance it is doing well.

Have you seen the outcome you were hoping for?

A hugely improved pension return due to the sound impartial advice given.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Confused by pensions value and investment concerns.

How has Merryn Collins helped you?

Merryn clearly explained the advantages, disadvantages and outcomes by taking on, with my permission, correspondence with the relevant companies.

Have you seen the outcome you were hoping for?

I have found out the facts satisfactorily and haven't been baffled by company jargon, thanks to Merryn.

What could they have done better?

All excellent

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Buying first house.

How has Merryn Collins helped you?

He basically did all the hard work and was brilliant in all areas.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No criticism at all

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Small inheritance and approaching retirement and looking for ways to invest.

How has Merryn Collins helped you?

Talked through options explaining them clearly and with immense patience and helped sort out annuities with our pension companies. He also arranged stocks and shares Isas with medium risk and at no time felt we were being pushed into Investing further.

Have you seen the outcome you were hoping for?

Isas have seen good results in a reasonably short time.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was reaching retirement age and also had had some financial problems associated with my business.

How has Merryn Collins helped you?

Merryn explained my options in great detail giving me the plusses and minuses on each option.

Have you seen the outcome you were hoping for?

Absolutely. The advice has proven to be my best option and I am extremely happy with the outcome.

What could they have done better?

I cannot think what more Merryn could have done

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

We were looking for a better deal on our mortgage, as well as investment opportunities for our son.

How has Merryn Collins helped you?

After discussing all our requirements, he then spent time with us to go through the various options. He was very pleasant, friendly and polite and made sure we fully understood the choices available.

Have you seen the outcome you were hoping for?

The mortgage deal was very competitive and we were satisfied with the outcome. Our son's investment continues to grow.

What could they have done better?

N/A

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Complex private pension transfer and state pension advice.

How has Merryn Collins helped you?

Mr Collins advice, support and knowledge of the above enabled me to invest further in a private pension.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

n/a

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage requirement and investment planning, also required a work related pension scheme.

How has Merryn Collins helped you?

Merryn put in place a work pension scheme for 8 people, arranged the mortgage with no problems keeping in touch at every step. I also have a steady investment plan in place which is performing well.

Have you seen the outcome you were hoping for?

I have been pleasantly surprised after a previously bad experience with another financial advisor that I have total confidence in the advice and services offered by Merryn. I am happy to recommend his services to other people.

What could they have done better?

I have no issues to mention.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Remortgage required and review of life insurance and critical illness policies.

How has Merryn Collins helped you?

Merryn listened to our needs and provided all relevant information needed for us to make our decisions. He was efficient and professional at all times.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I received inheritance and required advice on how best to invest.

How has Merryn Collins helped you?

Merryn provided advice on how best to invest my inheritance and then also reviewed my husband and my, pensions.

Have you seen the outcome you were hoping for?

Yes, the advice that my husband and I received allowed us to make informed decisions about our finances.

What could they have done better?

We have no suggestions of what Merryn could have done better as the service we received was excellent.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I required mortgage advice for the purchase of my first home.

How has Merryn Collins helped you?

Considering this was my first property purchase Merryn was extremely good at helping me understand the mortgage process and explaining the various options available to me, and ultimately choosing the right product for my circumstances. He was very thorough throughout the process and he probably helped me above and beyond that that he needed to.

Have you seen the outcome you were hoping for?

My initial mortgage application went through very smoothly and I have recently renewed my mortgage via Merryns services again. I'm very happy with the service he's provided.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I needed advice with my private pension.

How has Merryn Collins helped you?

he found the best way to deal with my private pension.

Have you seen the outcome you were hoping for?

yes,i am very satisfied.

What could they have done better?

I don't think he could have done better,

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

we were not happy with our current pension provider.

How has Merryn Collins helped you?

Merryn found another pension provider for us, with good rates and we didn't loose to much for transfer of funds.

Have you seen the outcome you were hoping for?

Yes, and Merryn is happy to answer any queries.

What could they have done better?

If I knew the answer to that, I would not need a Financial Adviser.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Mortgage renewal was due Life cover was due a review I needed advice on Various work pensions.

How has Merryn Collins helped you?

Merryn offered sound advice and took the time to go through things thoroughly.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Merryn offered great service, always available to answer any questions, the only suggestion I can make is to carrying doing the same

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Reaching retirement age and wanted financial security for the our future.

How has Merryn Collins helped you?

He explained every thing and made sure we understood.

Have you seen the outcome you were hoping for?

Gave us peace of mind.

What could they have done better?

Merryn is approachable at all times, and visits on a regular basis.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Initially, I needed to arrange a Mortgage.

How has Merryn Collins helped you?

Merryn, initially assisted us with arranging a long term fixed Mortgage and setting up two ISA's. Following this a little while later he assisted me with the consolidation of my pension funds, providing professional advice on which to relocate into a private pension and those that should remain within the existing scheme. Based on the advice/guidance I consolidated my pensions and set out a managed portfolio. Most recently I have been able retire and he has further assisted me in setting out an investment plan to meet my needs for the future.

Have you seen the outcome you were hoping for?

Merryn's, continued support and on-going advice has enabled me to retire earlier than anticipated and I am extremely happy with the outcome, along with his professional assistance, guidance and advice during the setting up and management of my investment portfolio.

What could they have done better?

I can offer no further suggestions on areas of improvement. This continues to be a professional and friendly relationship, for which I can find not significant fault or criticism.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We were looking to buy our first house and we were looking for a mortgage product that would enable us to do this.

How has Merryn Collins helped you?

Merryn was very approachable, kept in contact with us in person and by phone and email and explained the options available to us. Merryn identified a mortgage product that fitted our needs and also life and critical illness cover. Merryn was available to talk through our questions and concerns and helped us feel confident in the decisions we were able to take.

Have you seen the outcome you were hoping for?

Yes! We have obtained a mortgage and are looking forward to our house move at the end of July 2016.

What could they have done better?

There is nothing that we would have liked Merryn to do that he didn't offer. He was professional, friendly and supportive helping the process run smoothly.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice.

How has Merryn Collins helped you?

I can not recommend Merryn highly enough - I would NEVER use anyone else. I have trust issues and as a professional myself expect professionalism, Merryn delivers everytime we need him. Merryn has arranged our mortgage as a normal sale, he has organised our montage throughly and swiftly through the help to buy scheme also he has helped organise life insurance.

Have you seen the outcome you were hoping for?

Yes absolutely.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Retirement and investing the proceeds of Hthe sale of a property.

How has Merryn Collins helped you?

Merryn looked at the big picture and the long-term, meeting me face-to-face to understand my individual circumstances. Merryn gave me the confidence that the financial planning and investments were in the hands of a competent fund manager.

Have you seen the outcome you were hoping for?

Yes - the the best of my knowledge, so far. Communications have been most efficient. Only time will tell!.

What could they have done better?

Nothing that I can think of. Communication is key, and he is always at the end of a phone, a text or an email to answer any questions I have.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Retirement Planning.

How has Merryn Collins helped you?

Merryn understood my goals for retirement and came up with a suggested plan for achieving these. He gave me options and provided me with flexibility should my circumstances change. Once I had decided, with his help, on the best course of action he has been very pro-active in introducing me to selected Fund Managers and keeping me abreast of events. He also advised me on existing Pension provision and took responsibility for consolidating these under one Fund Manager, setting up ISA's and working out what to do with my State Pension.

Have you seen the outcome you were hoping for?

Early days but I believe Merryn has done a good job in advising me on the best options for investment given my circumstances.

What could they have done better?

Nothing, he has been very inclusive throughout the process.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for help with investing savings.

How has Merryn Collins helped you?

Merryn reviewed my circumstances and my attitude to risk. He explained how the current charges are applied and fully explained the levels of risk for certain investment opportunities.

Have you seen the outcome you were hoping for?

I was very happy with the investment advice received. I feel more comfortable knowing my investments are being reviewed on a regular basis. The recommendations I received fitted well with my attitude to risk and reward.

What could they have done better?

Nothing that I am aware of. The research Merryn carried out was thorough and fully explained to fit my needs

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for better investment advice.

How has Merryn Collins helped you?

My adviser explained that investment does carry a risk, but carefully placed, offers increased benefits. He understood that I wished to make only moderate risk investments and agreed to carry out my wishes, and stated that I would be updated on a regular basis.

Have you seen the outcome you were hoping for?

I have been extremely satisfied with the investment recommendations, and as a result my funds have shown a very pleasing increase. I am fully confident that my adviser is up-to-date with current investment opportunities, and will advise me accordingly.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

My wife and I have a portfolio of properties and I had small three pension funds that needed pulling together under one umbrella and as we are both approaching our 60's we needed some professional help and advice as the best way forward.

How has Merryn Collins helped you?

We had an initial meeting with Mr Collins and furnished him with all the relevant details such as current values of properties and pensions, mortgages outstanding, income and outgoings. He went away and spent some time analysing our information before returning and giving us good, impartial and sound advice on the way to proceed in the future.

Have you seen the outcome you were hoping for?

Yes, he was able to put the three small pensions with one pension provider and gave us good advice regarding our portfolio of properties for the future.

What could they have done better?

I am of the opinion that each individual's circumstances are unique to them and that was certainly the case with us. He listened to our case and tailored his advice accordingly. I do not think that he could have done anything better.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I inherited a sum of money when my mother passed away which I wanted to invest wisely.

How has Merryn Collins helped you?

Merryn was able to offer me sound and understandable advice. No hard sell just answered my questions and gave me his honest opinions.

Have you seen the outcome you were hoping for?

It's only 7 months since I invested but growth has been as expected and in line with what Merryn anticipated.

What could they have done better?

Nothing really, Merryn has visited me at home and at work at my convenience.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Merryns' for around 10 years, and he has helped me with investments and pensions, and put plans in place for inheritance tax planning.

How has Merryn Collins helped you?

Helped put all my plans in place, and arranged various pensions for my retirement.

Have you seen the outcome you were hoping for?

Yes - all good.

What could they have done better?

Nothing - all good.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension planning.

How has Merryn Collins helped you?

Explained all my options in laymans terms.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

All good

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension retirement investment.

How has Merryn Collins helped you?

Provided clear information regarding pension draw down, investments and tax liability. Through his swift action advantage was taken over tax issues.

Have you seen the outcome you were hoping for?

Completely satisfied with Meryn's financial advise. Would highly recommend.

What could they have done better?

Provided first rate service and he will struggle to improve on that.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Finance can be complicated but is important to get right, so I felt I needed a financial advisor.

How has Merryn Collins helped you?

He talked throught all the options carefully, clearly and patiently.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing. excellent service

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had various pension schemes on the go at once so wanted to pull them all together under one roof.

How has Merryn Collins helped you?

Merryn had a look at all the schemes over time and gradually moved them one by one into its current form, organizing all the paperwork and transfers was a godsend and I was never under any pressure to move anything.

Have you seen the outcome you were hoping for?

Once Merryn had advised me on all the options available and we had agreed the best way forward it seemed all fell into place, the correct results where happening and I could easily keep an eye on everything via mobile or PC so it was simple to evaluate its progress.

What could they have done better?

Not too sure? as Merryn is the expert

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Remortgaging and finding a new mortgage in order to move house.

How has Merryn Collins helped you?

Merryn has been an outstanding financial advisor, always providing the best advice and helping us find the best mortgage and life insurance policies that have fitted our changing circumstances.

Have you seen the outcome you were hoping for?

Yes, Merryn has always found us policies that have met are requirements and has always found us the best deal each time we have used his services.

What could they have done better?

Nothing, Merryn has always made himself available to help provide advice and help find the policies that suited our circumstances each time we have used his services.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Investment for children.

How has Merryn Collins helped you?

Set up investments for me and my children.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Merryn was very efficient and I am very happy with the work carried out for me