Georgia Perkins

Please provide a brief comment about your experience with Georgia

It was great speaking to Georgia about my pension. She talked me through all the information really clearly and made sure I understood everything. I felt very comfortable asking questions when I wasn’t sure on something and I came away from the meeting feeling like I had a much better understanding on the subject and what my next steps going forward are. I would highly recommend Georgia as a financial advisor, she is very friendly and easy to talk to, with a great range of knowledge.

What were the circumstances that caused you to initially look for an adviser?

I was looking to save on my mortgage payments

How has Georgia Perkins helped you?

I had the pleasure of working with Georgia who recently helped me with a mortgage rate switch, and I'm extremely pleased with her services. From the very beginning of the process, Georgia was an absolute pleasure to work with. Not only was she knowledgeable about the products she offered and current market rates, but she also showed tremendous patience when answering all my questions. As someone who is not as financially savvy as others may be, it was great having someone take the time to explain each detail to me so I could make an informed decision. I am also impressed with how quickly Georgia was able to handle everything from start to finish. In just a matter of days she had processed all the paperwork for my new mortgage rate, providing excellent service and support along the way. I would highly recommend her to anyone looking for a financial advisor; her expertise and professionalism are simply top notch!

Have you seen the outcome you were hoping for?

Yes, thanks to Georgia, I reduced my monthly payments by £80/month, which adds up

What were the circumstances that caused you to initially look for an adviser?

I was looking to consolidate my pension pots

How has Georgia Perkins helped you?

I have put off consolidating my pension pots for years, so when I decided to finally go through with it I was very anxious. Georgia really made the whole process easier and stress-free. She was extremely organized and helpful, guiding me through the process step by step and making sure I understood everything along the way. She always kept me informed of any changes or updates so that I knew what to expect next. I can’t thank her enough for all her support - she made the entire experience so much more bearable than I had anticipated!

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

N/A

Please provide a brief comment about your experience with Georgia

Georgia was fantastic and it was great to meet her, I am very much look forward to working with her moving forward.

What were the circumstances that caused you to initially look for an adviser?

I wanted to get into investing to save money for the future and wasn’t sure where to start.

How has Georgia Perkins helped you?

Georgia supported me by explaining the investment process fully and helped me feel confident about starting my investment journey. She has kept in contact and has been there to answer any questions. I have already recommended her to family and friends.

Have you seen the outcome you were hoping for?

Yes I am more confident with the investment process and look forward to continuing to work with Georgia.

What could they have done better?

Nothing - she’s been fantastic.