Georgina's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 14 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help as I am not competent to do this sort of work
How has Georgina Wright helped you?
Regular reviews and advice on my imvestments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.g
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Georgina Wright helped you since your last review?
Always given good advice, especially when the markets are very volatile.
Georgina:
Thank you so much for the review. I look forward to seeing you again very soon!First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Georgina
We made contact over the weekend and Georgina made contact with us straight away on the Monday, and although we are yet to meet, we have had a thorough conversation so she is aware of what we are looking to achieve
Repeat review
by a verified client in Hampshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Georgina Wright helped you since your last review?
Still continued to advice us how to manage our finances & Portfolio. Her knowledge of Investments is first class. We still have total confidence with her recommendations.
Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Saving for retirement
How has Georgina Wright helped you?
Georgina has provided advice on investments, and has also kept track of existing investments and exposures.
Have you seen the outcome you were hoping for?
Yes, insofar a it is in anyone's control.
What could they have done better?
n/a
Georgina:
Thank you for the kind review. It is always a pleasure working with you.