Michael's reviews
Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 5 )
£50k - 100k ( 1 )
Repeat review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Michael Brown helped you since your last review?
Micheal is very easy to talk to, we have had quite a lot of draw downs and Micheal has always been there to explain things, he also has good people skills always happy to chat finds time to chat
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Michael
Michael was extremely professional and very easy to work with. He understood my needs completely and was able to guide me in the right direction. I would highly recommend using him to anyone.
Review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I know nothing about investment / pensions
How has Michael Brown helped you?
Michael talks me though every process in a systematic way that I can understand. Plain English He has the customers (me ) interest foremost At the end of the day If he were to underperform ,its simply not in his interest as would also not make a return.
Have you seen the outcome you were hoping for?
In view of covid - market fluctuations beyond his control he has encouraged me to ride the storm and not panic. The investments are now performing as one would have hoped
What could they have done better?
I like his approach - not pushy yet always on the end of a phone if needs be
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Michael
Michael took the time to understand my financial circumstances and explained what options and products were available to me in simple terms
Michael:
Many thanks for your kind review, i hope to work with you in the future to reach your financial goals.Review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a final salary pension and wanted to draw some down,, Michael and family came highly recommended
How has Michael Brown helped you?
Yes Michael has been amazing being that much older I’m not great with technology as Michael knows and has always helped when needing to draw down some money
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
To be honest nothing
Michael:
Thanks for the kind words Neil, i look forward to continuing to work with you.