Melanie's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 32 )
Pensions ( 31 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 10 )
£50k - 100k ( 3 )
Up to £50k ( 15 )
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to transfer a pension fund to another provider.
How has Melanie Wray helped you?
Melanie has enabled the transfer of the funds .
Have you seen the outcome you were hoping for?
Not yet ....we have just started the process.
What could they have done better?
Nothing ...Melanie has been very helpful and professional.
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i had made some investments when i was alot younger and needed an adviser to access the funds and to advise on future planning for said funds.
How has Melanie Wray helped you?
Melanie has given advice and has allowed us to use our funds so my wife can retire earlier than she normally would have .
Have you seen the outcome you were hoping for?
yes ...we are very happy with the outcome.
What could they have done better?
nothing at all...Melanie has been very professional and explained everything to us.
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pension planning.
How has Melanie Wray helped you?
Provided advice for retirement planning.
Have you seen the outcome you were hoping for?
Too early to comment.
What could they have done better?
Nothing to date.
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on when I could afford to retire.
How has Melanie Wray helped you?
Melanie has given us a plan and a timeframe for retirement that I am sure will change my life for the better,
Have you seen the outcome you were hoping for?
Whilst we are still in the early stages, things look very hopeful for the future.
What could they have done better?
I can't think of anything that Melanie could have done better.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Melanie
As with most people approaching retirement, I had limited knowledge and required unbiased pension advice. On my first visit with Melanie I found her friendly knowledgeable and she put me totally at ease. Melanie was able to make a complicated subject easier to understand with the confidence that she will support me in future pension matters. Melanie was totally open explaining different options and potential costs,