Kate's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 15 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 6 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
£50k - 100k ( 9 )
Up to £50k ( 9 )
Review
by a verified client in Somerset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I had no idea what I had to do and I wanted to start a pension
How has Kate Ward helped you?
Yes Kate has been brilliant , extremely knowledgeable and professional and she makes you feel at ease when speaking with her. I trust her 100%
Have you seen the outcome you were hoping for?
Yes I have . To be honest I trust them to sort it out for me
What could they have done better?
Nothing . Great service
Review
by a verified client in Cornwall
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In THIS instance I needed to access funds from my pension scheme to fund issues arising from my sister-in-law's sudden death.
How has Kate Ward helped you?
She responded swiftly and sorted things as promptly
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
Nothing could have been done better.
Review
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a self employed person I didn’t know what the best options were when it came to setting up a pension
How has Kate Ward helped you?
Kate has helped me by explaining the different options I had and setting up a private pension. She also explained how this would work with offsetting against my taxes etc.
Have you seen the outcome you were hoping for?
So far yes :)
Review
by a verified client in Somerset
6 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I initially went to coopers associate on recommendation, to help with a number of pensions I have.
How has Kate Ward helped you?
Kate has been a great help with the forms, going through my best options & filling them in for me, I found the forms so confusing.
Have you seen the outcome you were hoping for?
Yes I believe I have,
What could they have done better?
For me, nothing, Kate has been very helpful.
Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on what to do with my pension.
How has Kate Ward helped you?
Kate has been brilliant, she explained the options I had very clearly and drew diagrams to support these. She had a lot of patience when I asked questions.
Have you seen the outcome you were hoping for?
Yes I have