Geoff's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 14 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 16 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 2 )

Long Term Care ( 4 )

Financial Planning ( 10 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Review

by a verified client in Surrey

2 months ago

Overall

Advice

Service

Value

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

We went to Ken Brays 13 years ago when our pensions paid out

How has Geoff Corden helped you?

Great advisor Explains easy to understand

Have you seen the outcome you were hoping for?

Better than expected

What could they have done better?

Nothing

Geoff:

Thanks very much for taking the time to complete this review Gill and sharing your positive experience. I'm glad to hear you both had a lovely wedding anniversary recently in Milan and I hope you have a great time in the Isle of Wight shortly. I look forward to catching up with both you and David again soon. All the best. Geoff
Review

by a verified client in Kent

3 months ago

Overall

Advice

Service

Value

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

Retirement

How has Geoff Corden helped you?

He has given sound advice on my income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with all he has done for me,

Geoff:

Thanks very much for taking the time to complete this review Dot and sharing your positive experience. I look forward to catching up again soon and hopefully hearing more about a potential trip to New Zealand shortly. If you need help with anything in the interim then please let me know. All the best. Geoff
Review

by a verified client in Hampshire

4 months ago

Overall

Advice

Service

Value

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

I had a private pension I was managing and wanted financial advice.

How has Geoff Corden helped you?

He's provided an annual review of our financial position with regards to planning for retirement. He's provided very good advice on a range of topics.

Have you seen the outcome you were hoping for?

Yes.

Geoff:

Thanks very much for taking the time to complete this review Lyndsay and sharing your positive experience. It was lovely to catch up with you and Philippa recently and I'm glad to hear the family are all doing well. I look forward to catching up again soon. If you need help with anything in the interim then please let me know. All the best. Geoff
Review

by a verified client in Surrey

6 months ago

Overall

Advice

Service

Value

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

I am in my 80s and recently moved to a Retirement Living flat, although I worked in a bank ( over 30 years ago ) I am completely ignorant of investing etc. in todays world but am aware of the need to do so.

How has Geoff Corden helped you?

Geoff Corden was patient, friendly and professional in his advice, explaining my options clearly. I felt I could ask any questions without feeling inadequate. Pitfalls were also pointed out to make me aware of.

Have you seen the outcome you were hoping for?

Yes. I now feel I can manage my outgoings.

What could they have done better?

No. I have complete confidence in his advice.

Geoff:

Thanks very much for taking the time to complete this review Carol and sharing your positive experience. I look forward to seeing the new home furnishings when we next meet. If you need help with anything in the interim then please let me know. All the best. Geoff
First impression

by a VouchedFor user

7 months ago

Overall

Please provide a brief comment about your experience with Geoff

Gave excellent advice having taken care to understand our circumstances. Professional, friendly and knowledgeable.

Geoff:

Thanks very much for taking the time to complete this review Archie and the lovely feedback. Please keep in touch and I look forward to speaking to you and Harriet again in the future. All the best. Geoff