Adam's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 6 )
Pensions ( 75 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 31 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Repeat review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Rideout helped you since your last review?
Sound financial advice
Adam:
Hi Viv, many thanks for leaving a review. I value your feedback. It's been great working with you over the years and more recently Tanya. Looking forward to seeing your plans evolve towards the next chapter! AdamReview
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2020, I wanted to simplify my savings and invest efficiently for the future.
How has Adam Rideout helped you?
Adam and I agreed my risk factor and recommended a number of share platforms that should manage my savings to take better advantage of the global market.
Have you seen the outcome you were hoping for?
Yes. My portfolio has advanced well after the difficulties of the Covid years.
What could they have done better?
I cannot comment on this; I have been generally satisfied.
Adam:
Hi David, thank you for taking the time to leave a review. I have very much enjoyed working with you and Penny over the years and look forward to this continuing! Best wishes, Adam.Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Adam was highly recommend to me by a mutual friend. He had taken a look at both her and her husbands Finances and had amalgamated them and come up with a long term investment plan. This was something I thought my husband and I would benefit from.
How has Adam Rideout helped you?
Adam has helped us considerably. He has taken onboard our very different views to Finances and Personal Pensions and has been able to formulate a long term investment plan which meets both our needs.
Have you seen the outcome you were hoping for?
We have yet to retire and see all our plans come to fruition, however I am confident we are on track to achieve our goals.
Adam:
Hi Claire, many thanks for leaving a review. It is most appreciated. It's been great working with you and Neale and I look forward to watching your plans evolve in the years to come. As well as you booking some more big trips! :-) AdamRepeat review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Rideout helped you since your last review?
As I move towards the end of part-time self-employment towards fuller retirement, Adam has continued to provide practical guidance and actionable plans on all aspects of my financial situation, including considerations on how things might change over time, what issues to consider and keeping my long-term financial and financial plan on track.
Adam:
Hi Richard, thank you for taking the time to leave this review. I've enjoyed working with you both as your plans (both home and work!) have transitioned over time. I look forward to continuing this together. Best regards, AdamRepeat review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Rideout helped you since your last review?
Adam continues to offer sound advice and good investment opportunities. His attention to detail - with which we have struggled to get the full picture - has been invaluable. He’s been very patient and never pushy. Thanks Adam!
Adam:
Hi Ruth, Many thanks for taking the time to leave your feedback. It is a complete pleasure working with you both! Have a great Christmas. Adam.