Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 68 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 29 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 44 )
Financial Mentoring ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 11 )
£50k - 100k ( 1 )
( 2 )
Review
by a verified client in Somerset
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wished to invest in stocks and shares
How has Guy Freeman helped you?
He has channeled our monies into appropriate stocks and shares
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
.
How has Guy Freeman helped you?
Guy has provided input using his extensive expertise. He is pragmatic and does not seek to reinvent the wheel
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing significant
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer from defined benefit scheme to SIPP
How has Guy Freeman helped you?
Took over the process post transfer but had been of great assistance since
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sole UK employee for an international company who needed pensions advice
How has Guy Freeman helped you?
Ensured that my pension was invested wisely and provided good advice when it needed to be moved to another provider
Have you seen the outcome you were hoping for?
Yes, consistent pension growth
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Guy was recommended to me by a previous employer in 2014.
How has Guy Freeman helped you?
Guy helped bring together a number of previous work pensions into a single platform.
Have you seen the outcome you were hoping for?
Yes, I am very pleased with the progress of the pension scheme that Guy recommended in 2014.