Reviewed for
Insurance and Protection ( 1 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£50k - 100k ( 1 )
Client reviews
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Originally to ensure the money works for me - and not the other way around
How has Guy Campbell helped you?
Advice received is planned, well thought through and balanced
Have you seen the outcome you were hoping for?
So far - yes
What could they have done better?
Not sure, my partner and I have never had cause to disregard advice given, despite not always taking it eg exactly where to invest varying amounts of available cash.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning, investments and tax advice.
How has Guy Campbell helped you?
Production of a financial planning report individual to our needs.
Have you seen the outcome you were hoping for?
We have a clear financial plan now and have proceeded with some of the suggestions and are considering the others
Review from verified client
July, 2017
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Most recently my concern has been with a pension income although in the past the need has been with investments and financial planning prior to retirement.
How has Guy Campbell helped you?
With colleagues was helpful and understood my personal situation.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Noting really
Review from verified client
June, 2017
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Always had a Financial Advisor,on this occasion required advise on State Pension payments.
How has Guy Campbell helped you?
All very satisfactory all question answered and understoodl.
Have you seen the outcome you were hoping for?
Still ongoing.
What could they have done better?
Very little he covered everything I was enquiring about.
Review from verified client
June, 2017
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and pensions.
How has Guy Campbell helped you?
Gave invaluable advice about the best product for us and explained everything clearly and concisely.
Have you seen the outcome you were hoping for?
We are happy with the pension arrangements following his advice.
What could they have done better?
Nothing
Review from verified client
May, 2017
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to do something sensible with my money.
How has Guy Campbell helped you?
Guy has made my options very clear and has explained the impact of different situations. He has supported me to make better decisions with my money. I now have a sensible approach to long and short term savings, balanced with paying off mortgage debt and protecting against loss of income.
Have you seen the outcome you were hoping for?
Yes, definitely. I've stopped wasting money and started putting it to work!.
Review from verified client
May, 2017
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Guy Campbell helped you?
Financial planning, yearly expenditure budgets.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
May, 2017
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Advice re running a business and then planning for retirement.
How has Guy Campbell helped you?
Guy was referred to me when my original Advisor was scaling down his activities and I'm presently seeing and being advised by the two men. Basically I'm advised about investments and tax issues. A Will has been completed and reviewed. Power of Attorney is another area being reviewed.
Have you seen the outcome you were hoping for?
Yes, my investments are safely invested and inheritance tax reduced.
What could they have done better?
I have often felt I have not fully understood the discussions I have had with Advisors but because I have had complete trust in them and the results have been to my satisfaction, I think I would recommend my Advisors to my friends and family. After our discussions ,I have always been given in writing, a Report of that meeting. I have always had prompt replies to any communications which is unusual with some businesses these days. Communication is essential and trying to insure everybody is singing from the same hymn sheet and falcitate trust.