Caroline's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 4 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better knowledge than myself.
How has Caroline Castle helped you?
Help me to understand more about long term pension funds, SIPPs and other related items.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on best use of pension lump sums.
How has Caroline Castle helped you?
Offering advice on best options to suit my needs on long term investment.
Have you seen the outcome you were hoping for?
Positive so far but early days . This is a long term plan to enable to ride out any dips in the investment plan .
What could they have done better?
So far very little .
Review
by a verified client in Middlesex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required pension advice
How has Caroline Castle helped you?
Helped with switching pension fund to a more flexible fund, and more recently providing advice on the new goverments legislation
Have you seen the outcome you were hoping for?
Yes, pension pot has healthily increased even after paying all fees
What could they have done better?
Nothing
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being made redundant by my former employers, this service,was put into place by the finance department, and I have been fortunate to be introduced to this exalant advisor Caroline Castle
How has Caroline Castle helped you?
Caroline Castle, has helped me tremendously she has an extremely accurate insight into managing and arranging situations to structure, the outcome, to maximise the mathematical, processes to balance both systems in their entirety, she has expertise and professional skills and is supportive and adaptable.
Have you seen the outcome you were hoping for?
Yes I have, thank you, because of her professional expertise and advice and insight into situations
What could they have done better?
They, could not have bettered the outcome, without Caroline because she is a natural leader in all proceedings and processes
Review
by a verified client in Worcestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Obtaining money through the sale of a house
How has Caroline Castle helped you?
Caroline has helped me for my future and advised accordingly
Have you seen the outcome you were hoping for?
Yes, I feel it has been good so far so I’m pleased.