Rebecca Harbrow

Rebecca Harbrow

Blue Heron Financial Services Limited

Rebecca's reviews

Reviewed for

Insurance and Protection ( 28 )

Mortgages ( 30 )

Pensions ( 47 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 19 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 21 )

Inheritance Planning ( 5 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 19 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 10 )

£100k - £200k ( 7 )

£50k - 100k ( 7 )

Up to £50k ( 13 )

Review

by a verified client in London

6 hours ago

Overall

Advice

Service

Value

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

Basic financial organisation.

How has Rebecca Harbrow helped you?

She is without doubt, the most honest and kind financial advisor i have ever dealt with. Period.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing.

Repeat review

by a verified client in Hertfordshire

9 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Rebecca Harbrow helped you since your last review?

We had our review meeting and agreed to move my pension pot into a better fund. I am more than happy wkith the performance of my pension and I raised my monthly contribution. I also cashed in my 25% which was a fast, simple transaction.

Repeat review

by a verified client in Middlesex

20 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Rebecca Harbrow helped you since your last review?

Rebecca continues to advise on my investments for my retirement/pension and explains the market fluctuations in detail so that I completely understand the level of risk.

Review

by a verified client in London

a month ago

Overall

Advice

Service

Value

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

Needed a regulated FA who has plenty of experience and knowledge to make a difference

How has Rebecca Harbrow helped you?

She is providing a stellar job

Have you seen the outcome you were hoping for?

Not just yet

What could they have done better?

We will continue increasing the value of my pension pot

Review

by a verified client in Berkshire

5 months ago

Overall

Advice

Service

Value

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

Consolidating

How has Rebecca Harbrow helped you?

Navigate complexity

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Rebecca:

Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services Ltd