Kate's reviews
Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 74 )
Pensions ( 97 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 2 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 22 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 29 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 33 )
£100k - £200k ( 28 )
£50k - 100k ( 13 )
Up to £50k ( 35 )
Review
by a verified client in Tyne and Wear
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wealth management
How has Kate Boon helped you?
Kate has always helped with sound advice despite our own ongoing personal financial challenges.
Have you seen the outcome you were hoping for?
Would have done but for our difficult financial challenges.
What could they have done better?
Nothing. We have received all the financial advice and support that anyone could wish for.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To place numerous pensions into 1 pot
How has Kate Boon helped you?
Kate has always been been very informative and helped with getting the best from my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kate:
Many thanks for your review. I look forward to out next meeting.Review
by a verified client in Tyne and Wear
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for advice to see if we could amalgamate several pensions.
How has Kate Boon helped you?
Kate was able to offer advice on the types of funds to invest in and then arranged for us to combine several pensions into one fund.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Kate Boon helped you?
Kate has helped me with investing my money, pension and write a will.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire early and needed more money to live on than what was on offer from my company pension.
How has Kate Boon helped you?
Kate took care of everything from start to present day and has guided me through later life financial planning and investments .
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Nothing
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.