Sara's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 13 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 32 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 18 )
£100k - £200k ( 12 )
Up to £50k ( 3 )
£50k - 100k ( 6 )
Review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
At retirement we were given the option of talking to an advisor
How has Sara Guy helped you?
She has provided clear information in the areas required and was available for follow up when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Our needs were met
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having larger sums to invest.
How has Sara Guy helped you?
Sara was able to provide a financial plan that would optimise my income in retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I'm aware of.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When my husband took early retirement.
How has Sara Guy helped you?
What ever we ask she has has the knowledge to advise us or point us in the right direction to access it
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Just happy that our investments are growing
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
disappointed with with NFU mutual returns
How has Sara Guy helped you?
placed pensions and ISA with other companies
Have you seen the outcome you were hoping for?
yes
What could they have done better?
do not know
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about investing a lump sum to gain value over the coming years but also allow me to make withdrawals should I need to.
How has Sara Guy helped you?
Sara has visited me and listened carefully to my future plans. She has put a portfolio together which perfectly suits my needs and I am extremely happy with her advice and professionalism. She is always available to talk on the phone if I need to ask a question and I very much appreciate my home visits where we can chat about my future finance goals. She is always so patient and helpful.
Have you seen the outcome you were hoping for?
I have been more than happy with the outcome.
What could they have done better?
Nothing.