Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 53 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 1 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 16 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 11 )
£100k - £200k ( 9 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Madeleine
Madeleine has so far been friendly, knowledgeable and professional
Madeleine:
Thank you so much for your first review. I hope that I can continue to help you with your family's finances.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Madeleine
Madeleine listened me with interest and consideration about my cares and concerns as to how i could place myself in the best position possible to help my loved ones in the best way i could financially to make their lives happier and easier. She is delightful, knowledgeable,caring and treated me with kindness and respect which put me completely at ease.
Madeleine:
Thank you so much for such a lovely review. I am looking forward to seeing you again soon to get everything sorted and have some fun chatting about risk and reward :-).Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Friend
How has Madeleine Sunley helped you?
Pension, Retirement and all areas of Financial guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lots of pensions and savings in different pots which needed consolidating and a plan put together for future best investment.
How has Madeleine Sunley helped you?
Regular conversations and adjustments to my investments as my circumstances have changed over the years and good informed and evidence advice.
Have you seen the outcome you were hoping for?
My investments have been safe, secure and increasing in value.
What could they have done better?
Nothing. All very good
Madeleine:
Thanks Jim for a lovely review. I always enjoy chatting to you about your future and making sure that your finances are working hard for you. I am only a little bit jealous of your amazing world trip that you are currently on and am looking forward to seeing you when you get home.Review
by a verified client in Berkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt it was a good time to organize an annuity from a couple of my pensions (current rates are good), and just wanted reassurance that I was doing the right thing
How has Madeleine Sunley helped you?
I had already worked out what I was going to do and why, but I just wanted to talk it through with an expert. She listened to my reasons and then checked the current annuity rates on offer. It turns out my own pension company is offering a good rate. This was all in a first meeting and cost me nothing! I will need more help when I access my draw down pension in the future, so I will be back to see Madeleine then.
Have you seen the outcome you were hoping for?
Yes. I got the reassurance I needed to move forward on my own.
What could they have done better?
Nothing!