Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 18 )

Pensions ( 14 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 23 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 10 )

Client reviews

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

left some inheritance.

How has Adrian Seager helped you?

brilliant person ,very helpful and polite, and knows his stuff.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

he couldnt ,he is so helpful

Adrian's reply

Thanks Tony, most unexpected and very welcomed

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

To find a way of financing a divorce settlement to ensure remaining in family home.

How has Adrian Seager helped you?

Reviewed financial commitments and giving option of Lifetime Mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Advice on investments and savings following the death of my husband.

How has Adrian Seager helped you?

Always approachable and understands my requirements.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

I cannot think of anything that could have been improved on

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

seeking help with planning financial retirement.

How has Adrian Seager helped you?

various options were discussed and agreed upon.

Have you seen the outcome you were hoping for?

so far , so good.

What could they have done better?

all fields of advice were covered adequately

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed to set up an equity release.

How has Adrian Seager helped you?

He is approachable, speaks in a language you can understand & takes care of everything.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Tax reasons.

How has Adrian Seager helped you?

Advice on tax savings.

Have you seen the outcome you were hoping for?

Have an appointment in a week’s time.

What could they have done better?

To early to report

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I was looking into equity release.

How has Adrian Seager helped you?

I found Adrian very helpful he explained everything very thoroughly and answered any questions I had. He came to my home instead of me having to make a trip to his office and I could telephone at any time should I have a question.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

For the reason I had a financial advisor I don’t think Adrian could have done any more.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Adrian

Adrian could not have been more helpful. He was approachable, informative and clear about the boundaries in which he could help. He was open about the charges involved even though it was painful to hear! Although we are yet to commit to his services I would not hesitate in recommending speaking to him before using anyone else.

First impression from a user who is not yet a client

December, 2017

Overall

Please provide a brief comment about your experience with Adrian

The only reason we have not opted to use Adrian is that his fee / charge structure are marginally less favourable than the other advisor's we have met with

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Adrian

Adrian gave me just the sort of advice I need, and had hoped for. He was very understanding about my rather limited knowledge of finance, and explained everything patiently and clearly. He was very supportive of my need for financial security after divorce, and perceptive about my current situation, which is difficult. I am grateful too for his advice and guidance about how to handle the immediate future, and will definitely contact him again once things have been finally resolved. We'd already discussed the charges situation over the phone, though i may need some reminding later!

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Adrian

Adrian was very friendly and knowledgeable. He answered my questions and was very helpful. I would not hesitate to contact him again if I needed more advice.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

We had been struggling to obtain a mortgage. After being denied by HSBC we decided that we may need some guidance, particularly given our limited experience as first time buyers.

How has Adrian Seager helped you?

Adrian fully understood what we were hoping to achieve and broke down much of the technical terms in to a more understandable language for our benefit. He recognised the difficulties we had with one of us being self-employed and was able to guide us through this predicament.

Have you seen the outcome you were hoping for?

We have indeed. Our ultimate aim was to be able to obtain a mortgage in order to purchase our home and we've been able to do that.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice. Investments.

How has Adrian Seager helped you?

Adrian has brilliant product knowledge and always offers the right range of products to suit your personal needs. He is extremely professional in his approach, is calm, kind and understanding of your particular needs. He listens well and offers honest opinions before offering any kind of advice. I have been associated with Adrian Seager with different aspects of his work for the past 15 years or so and I would thoroughly recommend him for any kind of financial advice.

Have you seen the outcome you were hoping for?

Approaching retirement.

What could they have done better?

Nothing, he was brilliant.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Redundancy.

How has Adrian Seager helped you?

My wife and I plus all our members of our family are using Adrian's services and have done for 18 years. We have found his honesty and integrity to be outstanding. Financial terminology is clearly explained in terms we the general public can understand. His advice is solid and we all feel confident to take his advice and recommendations. His knowledge base is commendable, up to date and well rounded. We will continue to use his services.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. We would strongly advise to carry on as you are.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Equity Release in order to move to a larger house.

How has Adrian Seager helped you?

Adrian Seager was recommended by our solicitor and we were very pleased. The advice we were given was excellent and Adrian was very careful to explain both the drawbacks and advantages of the scheme he proposed. We trust his judgement and will certainly be asking his advice again in the future.

Have you seen the outcome you were hoping for?

Yes, everything has worked out really well.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Need for a buy to Let Mortgage, and Investment advice for money from house sale.

How has Adrian Seager helped you?

Found and organised mortgage deal as painlessly as current rules allow. Sound advice on investment vehicle for savings.

Have you seen the outcome you were hoping for?

All worked well. We find Adrian and the whole organisation to helpful, efficient and knowledgeable.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Government changes to pension schemes.

How has Adrian Seager helped you?

Transfer of pension fund to another provider.

Have you seen the outcome you were hoping for?

Fund transferred and performing as expected.

What could they have done better?

Everything was completed within the expected time-frame, so, not a lot really!

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

In order to get a new mortgage.

How has Adrian Seager helped you?

He obtained a mortgage for me at acceptable terms.

Have you seen the outcome you were hoping for?

Yes, mortgaged agreed.

What could they have done better?

I believe we were a bit low on the valuation to be safe. The valuer was informed of valuation estimate . I did not realise this would be the case. I expected the valuer to value it higher. Thus did not happen.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

My retirement and shortly afterwards the death of my husband.

How has Adrian Seager helped you?

He was able to advise me how to obtain an income from our investments to replace my salary, following retirement. Shortly afterwards my husband passed away and Adrian advised me on sorting out all the paperwork at this difficult time. It meant I didn't have to worry about my financial situation.

Have you seen the outcome you were hoping for?

All paperwork completed and I have seen the outcome I was hoping for.

What could they have done better?

I do not think anything could have been done better, I am very happy with the advice I was given.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Inheritance and money available to invest.

How has Adrian Seager helped you?

He helped me to establish my attitude to investment risk, explained types of investment and costs involved. He stressed the need for drawing up a will and establishing power of attorney.

Have you seen the outcome you were hoping for?

My investments have made significant growth in the short term.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Ourselves.

How has Adrian Seager helped you?

By providing in-depth and efficient advice pre and post-completion of the transaction.

Have you seen the outcome you were hoping for?

Matter completed satisfactorily.

What could they have done better?

Very satisfied with everything

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Investing my Mother's money during her time in a nursing home.

How has Adrian Seager helped you?

Provided a quality service regarding the most appropriate investment portfolio for my mother's needs.

Have you seen the outcome you were hoping for?

Investments at the moment are not performing particularly well but we did see a return on the investment.

What could they have done better?

Adrian delivered a quality service. Having not used a financial adviser before I was a little sceptical. Adrian answered all my questions using easy to understand language.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

initially redundancy and then on going investments, pensions and retirement planning.

How has Adrian Seager helped you?

Presented us with clear explanation and sound advice with associated benefits.

Have you seen the outcome you were hoping for?

retired and yes, absolutely have the result we all planned for.

What could they have done better?

Nothing. We like his friendly approach that is backed up by solid knowledge and thus we don't believe he could have done better

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I had redundancy money to invest.

How has Adrian Seager helped you?

Recommended investments and still continues to manage those and provide me with further advice when required.

Have you seen the outcome you were hoping for?

The investment are providing good returns as I hoped.

What could they have done better?

Nothing that I am aware of

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Confusion over private pensions/annuities and state pensions. Advice on timings regarding deferred state pensions.

How has Adrian Seager helped you?

Professional advice explained in a language that can easily be understand. Clear, authoritative, dependable and honest advice received.

Have you seen the outcome you were hoping for?

Yes, we have.

What could they have done better?

I have no criticism at all and therefore cannot see any way in which Mr Seager could have done things better. We were entirely happy and satisfied with his advice and the outcome

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

mortgage review, savings advice, pension advice.

How has Adrian Seager helped you?

excellent mortgage deals, advised on taking pension early, best high interest accounts, life insurance best deals.

Have you seen the outcome you were hoping for?

yes, good mortgage rate, improved understanding of pensions etc.

Review from verified client

July, 2015

Overall

Service

Value

Advice

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Refinancing investment property.

How has Adrian Seager helped you?

He found a clear solution and gave advice in understandable language.

Have you seen the outcome you were hoping for?

It is progressing nicely.

What could they have done better?

Can't think of anything

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

inherited some money from my late mother.

How has Adrian Seager helped you?

I had no idea what to do with my money or where to put it, and Adrian gave me very clear help and advice.

Have you seen the outcome you were hoping for?

It's too early to say yet.

What could they have done better?

I am very happy with the way things are.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Access to my pension fund following the recents pension freedom changes.

How has Adrian Seager helped you?

Paid a visit to explain the various options available.

Have you seen the outcome you were hoping for?

Yes. Better than I had envisaged.

What could they have done better?

He could have visited a few weeks earlier but I know that he had other family committments.

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Adrian

Very informative

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Adrian

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Advisor has explained all details about equity release and has played "devils' advocate" to make sure we are aware of the advantages and potential pitfalls before proceeding. He has been available at all times and has impressed us with his professionalism, knowledge and good all round advice.

What could they have done better?

Cant think of anything at this time which could be done better, except have a piece of cake with his coffee.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian was clear with his advice weighing up the positives and negatives and ensuring that we fully understood the options available. Thanks to Adrian we now live in our dream home.

What could they have done better?

Nothing

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

My wife and I plus all our members of our family are using Adrian's services and have done for 18 years. We have found his honesty and integrity to be outstanding. Financial terminology is clearly explained in terms we the general public can understand. His advice is solid and we all feel confident to take his advice and recommendations. His knowledge base is commendable, up to date and well rounded. We will continue to use his services.

What could they have done better?

Nothing. We would strongly advise to carry on as you are.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in London

How has Adrian Seager helped you?

Adrian explained the financial situation clearly and offered sound advice.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

He finds the best deal around quickly and suitable for our needs. He explains everything clearly and in detail.

What could they have done better?

Nothing

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian has brilliant product knowledge and always offers the right range of products to suit your personal needs. He is extremely professional in his approach, is calm, kind and understanding of your particular needs. He listens well and offers honest opinions before offering any kind of advice. I have been associated with Adrian Seager with different aspects of his work for the past 15 years or so and I would thoroughly recommend him for any kind of financial advice.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian understands my attitude to risk and bureaucracy and helps me navigate through this to achieve my aims as painlessly as possible. Appreciates my knowledge and understanding of the industry and talks accordingly. Very open and up front about any issues and charges. Responds to ad hoc queries quickly and clearly.

Review from verified client

November, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

We have known Adrian for 16 years and his advice has been exemplary. He is completely trustworthy and provides sound knowledgeable advice in a way that the man in the street can undestand. We have great confidenmce in his advice. The investments we have through him have all made money for us. Our whole family and close friends all use his services. We consider him a family friend and financial advisor.

What could they have done better?

Nothing. Just keep doing the same

Review from verified client

September, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian is such a professional in his field. His knowledge of his work is outstanding and he always explains things fully so that you understand the product he is recommending for you. He is friendly, approachable and very hard working. I would thoroughly recommend Adrian to colleagues and friends.

Review from verified client

September, 2012

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Adrian Seager helped you?

We went to Adrian at Castle Asset Management for mortgage advice upon recommendation from our solicitors and family. Adrian has been exceedingly helpful throughout the entire process from advising us on the best mortgage for our situation right up until we received our mortgage offer. Due to our situation this was not an easy task at all and Adrian has been excellent throughout (he has explained fully to us what was going on, been in very regular contact and replied to emails/phone calls incredibly promptly), if we had of decided to apply for a mortgage on our own without using his services I have absolutely no doubt that we wouldn't of secured a mortgage at all. Would 100% recommend Adrian to anybody wanting mortgage advice and we will certainly be using his services again in the future.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Somerset

How has Adrian Seager helped you?

I have known Adrian for a fair while now in a professional capacity. His core focus is his clients and ensuring their needs and concerns are addressed with the most appropriate solutions. He is a highly personable person, but maintains a professional aspect throughout. I find Adrian very reliable & trustworthy and would have no qualms in recommedning his services to any family memner or friend.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian Seager has looked after our financial affairs for many years having been recommended by an accountant friend. We have been more than satisfied with all the advice Adrian has given, and investments made, which have been entirely suited to our circumstances. John Watts

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

I have used Adrian for a mortgage and to transfer my pension to a draw down scheme I have found him knowledgeable and thorough in both transactions. I spent 30 years in the Insurance industry and consider myself to quite knowledgeable Adrian has always been able to add value and sound advice on each occasion. I would not hesitate to recommend him.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian Seager was recommended by our solicitor and we were very pleased. The advice we were given was excellent and Adrian was very careful to explain both the drawbacks and advantages of the scheme he proposed. We trust his judgement and will certainly be asking his advice again in the future.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

Adrian has advised me over the last 4 years. I started my own business and was in need of advice to ensure I was protecting myself and wife financially for the future. The advice IÂ’ve received has always been comprehensive and rigorous.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Seager helped you?

I have know Adrian many years and value his advice. I have referred him to a number of my clients who have commented on the quality of his work

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Somerset

How has Adrian Seager helped you?

I was very impressed with his knowledge on Equity Release and he helped me secure security for my elderly relative going into care, he has good links with a local solicitor and together they provided an excellent service.