Sara's reviews
Reviewed for
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 16 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 7 )
£100k - £200k ( 6 )
£50k - 100k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Durham
10 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Control of various pension and investment products.
How has Sara Guy helped you?
Clear advise.
Have you seen the outcome you were hoping for?
Yes. Investments have typically increased in value.
Review
by a verified client in Cumbria
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired
How has Sara Guy helped you?
Sara has guided me through pension advice and helped with funds withdrawal.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Durham
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Regular financial advice
How has Sara Guy helped you?
Sorting out appropriate withdrawals from investment products. Advice on pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Review
by a verified client in North Yorkshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife & myself needed better advice than we had previously been getting.
How has Sara Guy helped you?
Sara has helped me understand the best way to manage our finances.
Have you seen the outcome you were hoping for?
Definitely yes.
What could they have done better?
Nothing that has come to mind to date.
Review
by a verified client in Durham
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking a way to secure my retirement income form various sources
How has Sara Guy helped you?
Sara helped enormously with the first transfer of cash from my SIPP - thew whole process was completed quickly and all went very smoothly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing