Adam's reviews
Reviewed for
Mortgages ( 2 )
Pensions ( 19 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Essex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i was thinking of retirement
How has Adam Sheehan helped you?
he looked at my pensions and advised
Have you seen the outcome you were hoping for?
yes happy with his service
Review
by a verified client in Essex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we inherited my parents house complete with a steady rental income and sought Adam's advice as to how we should protect our interest.
How has Adam Sheehan helped you?
He conducted a full revue of our financial circumstances
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I am not sure that he could have done anything better
Review
by a verified client in Essex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i had a company pension which I wanted to get out of adam managed to do this
How has Adam Sheehan helped you?
he fought my case for me
Have you seen the outcome you were hoping for?
very much so
What could they have done better?
he met all my needs could not ask for anything more
Review
by a verified client in Essex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Adam Sheehan helped you?
Advice on savings plan
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I contacted Adam for advise on my pension.
How has Adam Sheehan helped you?
Adam was and is invaluable to me. He sorted out my pension transfer, which has worked out better than I could have hoped for. He's given me advice in other area's to. And is always available and very accommodating to me in working his visits around my work schedule.
Have you seen the outcome you were hoping for?
I've been more than impressed with the outcome so far from working with Adam
What could they have done better?
I cannot think of anything that Adam could do better, he's more than accommodating and he does not push his ideas on you to commit. He will give his advice willingly and if you decide not to go with him, he accepts that. Other people I feel would try to push their advice for a commitment from you.