Hannah's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Staffordshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially as I set up a Limited company, so was advised by our accountant. That was more than 10 years ago now!
How has Hannah Garratt helped you?
Hannah took us over as clients following her colleague's retirement. Hannah attended our financial review in 2024 alongside her colleague, and then has looked after us since then. Hannah has provided clear and valued advice on making our savings and investments work better for us - also allaying concerns around upper-limits for savings in particular banks/instruments. Hannah has been able to explain sometimes complex concepts in more understandable terminology - which has built our confidence in both her and her advice.
Have you seen the outcome you were hoping for?
It's taken a little while for the banks to catch up and transfer funds into the new ISAs Hanna set up for us - which is compltely outside of Hannah's control of course - but so far so good.
What could they have done better?
I can't think of anything to flag up here to be honest!
Hannah:
Thank you, Darren, for taking the time to leave such a thoughtful review. It’s been a real pleasure getting to know you both since taking over after Lynn’s retirement. While it may have felt like we were going in circles at times with those ceding providers, we got there in the end! Thank you again for your trust. I look forward to continuing to support you both in achieving your long-term financial goals.Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of circumstances
How has Hannah Garratt helped you?
With Investment advice
Have you seen the outcome you were hoping for?
To date yes
Hannah:
Thank you very much for taking the time to leave this review, David. All the best, HannahFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Hannah
In need of inheritance advice I contacted BHFP, more specifically Hannah Garratt. I found Hannah to have very good knowledge of the subject and the ability to explain the complexities of it. Would have no hesitation in recommending Hannah for sound advice.
Hannah:
Hi Sean, Thank you for taking the time to leave such a thoughtful review. I'm really pleased to hear that you found our discussion useful, particularly when navigating the complexities of inheritance advice. It’s always my aim to make these important topics clear and manageable, so I’m glad that came through in our meeting. All the best, HannahReview
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning
How has Hannah Garratt helped you?
Hannah has provided advice on long term financial planning especially after the death of my husband a couple of years ago .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Hannah:
Thank you very much for taking the time to leave this review, Jo. All the best, HannahReview
by a verified client in Bristol
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently returned to the UK and needed advice on investing money from some liquidated assets.
How has Hannah Garratt helped you?
Navigated the minefield of potential instruments I could use, distilled it down into a few options in plain English and then helped me execute my chosen route.
Have you seen the outcome you were hoping for?
Yes, I have a great deal more financial security from knowing my money is in a good, safe, transparent place.
What could they have done better?
Nothing. Hannah is very thorough, very responsive and an excellent communicator.
Hannah:
Thank you for taking the time to leave this review, Paul. All the best, Hannah