Stuart's reviews
Reviewed for
Pensions ( 8 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
Review
by a verified client in Argyll
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advise on how to best protect funds from sale of Mother's house
How has Stuart Crandle helped you?
Advised on setting up an investment portfolio appropriate to our needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has Stuart Crandle helped you?
By helping me to clearly understand a very complex financial situation and process and always being available if l had any queries or needed reassurance. Very personable, trustworthy and l knew he was always striving for the best outcome for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No, l don't think he could have done much more given the complicated circumstances.Voukdn
Review
by a verified client in Midlothian
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Stuart was the Financial Adviser of my late brother.
How has Stuart Crandle helped you?
He consolidated investments and gave invaluable advise with regard to inheritance tax.
Have you seen the outcome you were hoping for?
It was going in the right direction and then Covid came along!
Review
by a verified client in Cheshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a review of our investments
How has Stuart Crandle helped you?
He discussed our financial position, plans and ethical views then provided a comprehensive and understandable report. We were regularly informed of progress.
Have you seen the outcome you were hoping for?
Yes - we’re very happy with the outcome
What could they have done better?
I can’t think of anything.
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce proceedings plus the approach of retirement age.
How has Stuart Crandle helped you?
Provision of pensions advice. Facilitation of divorce proceedings. Financial planning.
Have you seen the outcome you were hoping for?
Yes. Occupational pension transferred to SIPP and divorce finalised.
What could they have done better?
Could potentially have used an Actuarial consultant with faster turnaround times.