Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 74 )
Pensions ( 97 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 42 )
Auto Enrolment ( 2 )
Investments and Savings ( 60 )
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 Durham
2 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
2 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
2 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
2 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.Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Kate Boon helped you?
Brilliant understanding of the financial market, we needed help at retirement stage and were very I.pressed with her assistance at that time.
Have you seen the outcome you were hoping for?
Definitely and more
What could they have done better?
Nothing, they were understanding from the first meeting,and did excellant work sorting my pensions
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Kate Boon helped you?
She has looked at my pension and invested it with a sensible attitude and with risk in mind.
Have you seen the outcome you were hoping for?
Yes I'm very happy with the outcome for sure.
What could they have done better?
Give me a little more advice with my wife's pension transfer from another provider.
Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the future and my families future
How has Kate Boon helped you?
Kate has helped me for a long time, I trust her impeccably, she goes above and beyond to help guide my investments etc and explains everything in plain simple terms, her presentations on my money & investments is excellent and reinforces my trust in her & Life Plan FM
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Mpthing
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Security planning for retirement and Investments
How has Kate Boon helped you?
Extremely good advice and product information..leaving us in a good financial position looking forward....
Have you seen the outcome you were hoping for?
As not drawing down pension yet no but all looks healthy.. Investing level definitely..
What could they have done better?
Nothing really.
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement plan
How has Kate Boon helped you?
Yes very much so and has regular meetings to keep me up to date
Have you seen the outcome you were hoping for?
Starting to get there
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had to many pensions dotted all over
How has Kate Boon helped you?
Advised about transferring all into one so more easy to manage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Some one to look after my pension
How has Kate Boon helped you?
Kate’s advice is second to none always at the end of a phone
Have you seen the outcome you were hoping for?
Yes my pension is coming alone great since I make the move to go with kate
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Kate Boon helped you?
Emensly
Have you seen the outcome you were hoping for?
Yes with what we had saved
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pensions with various companies and wanted to consolidate them.
How has Kate Boon helped you?
Kate has had all my pensions consolidated and re invested them for me giving me annual reviews on they performance and advise on what is best for me and my wife.
Have you seen the outcome you were hoping for?
Yes the outcome has been more than I hoped for.
What could they have done better?
In my opinion 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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a pension advisor that actually knew their job!
How has Kate Boon helped you?
Pension and planning advice mainly
Have you seen the outcome you were hoping for?
Yes thanks to Kate.
What could they have done better?
Nothing, as she explains it clearly enough to understand.
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
2 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Looked for someone local and who would get the job done in a reasonable timeframe
How has Kate Boon helped you?
Overall made financial and inheritance planning happen and happy with ir
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not easy to answer as we are happy with the service
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.Review
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with finance and pension
How has Kate Boon helped you?
Very helpful
Have you seen the outcome you were hoping for?
Yes
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension in divorce, and will and trust fund for my children.
How has Kate Boon helped you?
Kate is amazing, she has supported me through my divorce, financial advice, and sorting my children’s future trust fund. It’s a pleasure to go into see her.
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
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement pension plan
How has Kate Boon helped you?
Sort through legal issues financial services
Have you seen the outcome you were hoping for?
Great advice that Kate provided with positive results
What could they have done better?
Nothing every aspect was covered and managed to a high standard
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had many work pension schemes which had accumulated over the years, and I wanted to bring them all together into one pot wherever possible. One was a final salary scheme which Kate recommended stay where it is as it was averaging significant growth per year, but the others were added into one scheme as intented.
How has Kate Boon helped you?
The advice on the final salary scheme was invaluable, and the additional advice she gave regarding a salary sacrifice scheme was very welcome - unfortunately my employer is not forward thinking enough to provide such a scheme currently.
Have you seen the outcome you were hoping for?
Its still early days - I've had the first year review and the fund growth was impressive.
What could they have done better?
I'd suggest putting an out of office message onto email so clients are aware that Kate is not available, and can direct enquiries to Gary or Abigail.
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review. And many thanks for your feedback this is something we have since implemented with our emails. Speak soon.Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was due to retire and wanted to discuss my pension plans with a local adviser from a smaller company.
How has Kate Boon helped you?
Kate was able to explain the various options available to me and I was able to pick the best option to suit my needs.
Have you seen the outcome you were hoping for?
Yes, although there have been some ups and downs in the market overall the fund is safe and stable.
What could they have done better?
I can’t think of anything in particular.
Kate:
Many thanks for your kind response. We always look forward to meeting up at your annual review.Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension pot advice
How has Kate Boon helped you?
Fantastic service and has made my pension grow
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
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance and to amalgamate pensions.
How has Kate Boon helped you?
Excellent advice, very professional and friendly from the 1st meeting andmade it easy to understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They couldn't do anything any better.
Kate:
Many thanks for your kind review Lisa, I look forward to assisting you both in the future.Review
by a verified client in Durham
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently retired and needed advice to sort out my various pensions from the different companies I had worked for over the years.
How has Kate Boon helped you?
She has consolidated the various pensions into one investment account while taking into account my wishes.
Have you seen the outcome you were hoping for?
Basically yes apart from recent world events which have affected the performance of the investment. The market has begun to recover and over the long term I am hopeful the fund will do well.
What could they have done better?
There is nothing I can think of.
Kate:
Many thanks for the kind review Mike. I look forward to assisting you in the future.Review
by a verified client in Durham
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just for some one to take care of my pension and my family when iam not here haha
How has Kate Boon helped you?
Yes very much Kate took me through everything I needed to no and every question I had Kate answered
Have you seen the outcome you were hoping for?
At first I did take a little hit but Kate advised me to stick with it and she was right
What could they have done better?
For me personally nothing excellent
Kate:
Many thanks for your kind review Geoff. I look forward to assisting you in the future and always look forward to our meetings.Review
by a verified client in North Yorkshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate several pensions and plan for retirement by ensuring i was investing enough for the future.
How has Kate Boon helped you?
Kate and her team have summarised my various pension plans, investigated and tracked down some lost ones and consolidated everything into one place. she has also provided me with an investment plan moving forward. She has also assisted me in obtaining life insurance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
they have provided consistent and clear advice and I am happy with the service provided to date.
Kate:
Many thanks for your kind reply David, we look forward to working with you.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to look at our investments, retirement and inheritance
How has Kate Boon helped you?
Very responsive and knowledgeable. Open person
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not really, any problems have been of our own making and inefficiency
Kate:
Many thanks for your kind review Kevin. We look forward to assisting you in the future. Kind regards KateReview
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Relocated to the North East and my previous advisor in the West Midlands retired.
How has Kate Boon helped you?
Kate's advice has been impeccable, knowledgeable regarding our requirements & investments, Kate explains the process / actions simply enough for anyone to understand.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not sure if anything could have been done any better, Kate managed my account exceptionally well when the world was turned upside down.
Kate:
Many thanks Andrew, I look forward to assisting you with your retirement needs.Review
by a verified client in Tyne and Wear
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planning for retirement
How has Kate Boon helped you?
great advice and knowledge for products
Have you seen the outcome you were hoping for?
a little but its more long term for me
What could they have done better?
nothing
Kate:
Thanks David I look forward to assisting you over the coming years to save and plan for your retirement.First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Kate
Kate is very professional and very experienced in her line of work, explained everything I needed to know and her advice was exactly what I was looking for
Kate:
Many thanks for your kind review David, we look forward to assisting you in the future.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a new financial advisor with reasonable charges.
How has Kate Boon helped you?
Kate and her colleagues have helped me with great financial and pension advice, always very friendly and professional and give you regular updates.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing,
Kate:
Thank you very much Val for the kind review. I always look forward to catching up with you.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and investment advice as retirement gets ever nearer!
How has Kate Boon helped you?
Absolutely,totally trust her and have done for years. I always recommend Kate to others.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Maybe chocolate biscuits with her lovely coffee!
Kate:
Thank you very much Simon, I shall make sure I get the chocolate biscuits in next time! We must have ran out when you were last in (Or I ate them all!) Take care, and speak soon.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed an adviser when I approached retirement,to get the best results.
How has Kate Boon helped you?
Kate is so knowledgeable,gives really good advice and explains everything in detail.Any problems and it only takes a phone call for her to act promptly.She goes the the extra mile ,so dependable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kate:
Thank you very much Dave, I always look forward to seeing you both.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To relocate various pensions into one scheme
How has Kate Boon helped you?
Kate has ensured my pension pot gives me the best return
Have you seen the outcome you were hoping for?
Yes, I was suprised at the amount of pension I could take
What could they have done better?
Nothing in my view
Kate:
Thank you so much for your kind review, Ray; I always look forward to catching up with you.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially looked at an adviser for pension / mortgage and retirement plans.
How has Kate Boon helped you?
Kate has been excellent with her advice, help and knowledge to reaching our final goal.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kate:
Thank you so much for your kind review, Dave; I look forward to assisting you with your retirement goals in the future.Review
by a verified client in Durham
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To gain professional help in planning our future retirement.
How has Kate Boon helped you?
Kate has provided very good professional advice and tailored our individual circumstance to gain the best returns and results possible.
Have you seen the outcome you were hoping for?
Yes the outcome is very positive, the transition was very smooth and fast, with ongoing support for sure.
What could they have done better?
To be honest I’m not sure what Kate could do any better, I’m extremely happy in the way she conducts herself and in my opinion is very confident and professional and has done a great job for me.
Kate:
Many thanks for your kind review John, I look forward to assisting you in the future.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions and I was looking for advice in getting them put in order, after speaking with Kate I felt I received excellent advice and decided to go ahead with Kate.
How has Kate Boon helped you?
Kate as always give me excellent advice and is always available to speak to either by phone or in person
Have you seen the outcome you were hoping for?
Yes, I feel I'm in a far better postion now and feel very confident about my future in retirement.
What could they have done better?
Kate and the rest of the team can do nothing better an excellent service.
Kate:
Many thanks John, It has been a pleasure assisting you into retirement.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I have been clients with Kate for many years
How has Kate Boon helped you?
Kate helps look after our financial wellbeing and when we have our annual review, Kate explains everything in a way that is easy to follow and understand. Kate is a very likeable person who makes you feel important and not just simply 'a client'. The regular emails of advice on various financial topics are also very informative and useful
Have you seen the outcome you were hoping for?
Yes, our savings have done better under Kates guardianship, than it would have done in regular type savings accounts
What could they have done better?
Nothing that I can think of
Kate:
Many thanks Derek, I always look forward to seeing you both.Review
by a verified client in Northumberland
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Going self employed and wanting to set up my pension
How has Kate Boon helped you?
Given advise, made recommendations, set up ISA's for me and my children, helped sort out my life and critical illness cover
Have you seen the outcome you were hoping for?
Return have not been great on my pension or savings but Kate and explained why this is
What could they have done better?
Nothing
Kate:
Many thanks Philippa, I always look forward to chatting with you.Review
by a verified client in Tyne and Wear
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Small pensions from previous employment wanting to put them all together
How has Kate Boon helped you?
Kate took time and explained my options and the process to achieve my request. Made the information easy to understand. Very helpful.
Have you seen the outcome you were hoping for?
Everything that Kate explained to me and what has happened is at the start of investment all pensions being put into one pot will be easier to see the progress of my finances.
What could they have done better?
I was happy with the whole process so at the moment can't see what could be done better.
Kate:
Many thanks for your review Paul. I look forward to assisting you in the future.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has Kate Boon helped you?
Most definitely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Kate:
Many thanks. I always look forward to seeing you both.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Kate Boon helped you?
Kate is very knowledgeable in all aspects of finance and always give valuable advice in a very honest pleasant manner which l can understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No Kate always gives 100%
Kate:
Many thanks for your kind reply. I always look forward to seeing you both.Review
by a verified client in Tyne and Wear
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I decided to transfer my pension and Kate took on this task for me. Her advice and assistance was so helpful, she took me through the whole process without a hitch.
How has Kate Boon helped you?
She looks after my invested pension and assists with the yearly draw downs also advises me on the best portfolio for my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, happy with the advice.
Kate:
Many thanks for your kind reply. I always look forward to seeing you .Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Independent financial advice and support
How has Kate Boon helped you?
Helped with sources suitable insurances, mortgages and personal pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement age coming up
How has Kate Boon helped you?
With all the necessary documentation and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing it was straightforward
Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking for a local company to help me with pensions and draw down advice so I could retire early.
How has Kate Boon helped you?
Kate set up and managed a portfolio of investments which gave me the income I required
Have you seen the outcome you were hoping for?
Yes Without doubt.
What could they have done better?
Nothing really as everything is performing as expected even in the volatile market we find ourselves in at this moment.
Kate:
Many thanks for your kind review. I always look forward to catching up with you.Review
by a verified client in Tyne and Wear
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
New mortgage need and pension advice
How has Kate Boon helped you?
Found excellent mortgage and great advice on my pension
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Kate:
Many thanks for your kind review. I look forward to catching up in the new year.First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Kate
Failed to make any contact after two requests
Kate:
I am sorry about this Eileen as this system is a third party referral website and the emails address and telephone numbers provided to me must have not been accurate, as I have emailed and called you twice. This is a shame as it has reflected badly on my reviews which never happens upon chatting to someone. I hope you found assistance elsewhere and if not please feel free to look me up directly and contact me at my office instead of this website. (I am only able to leave a message on this site, not contact you directly from the information I have) Kind regards, KateReview
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i had to move my pension
How has Kate Boon helped you?
kate gave me all the help i needed about my financial plans for my retirement
Have you seen the outcome you were hoping for?
yes
What could they have done better?
They could have done nothing more to help me
Kate:
Thank you for your review John. I always look forward to catching up with you.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My original long-standing Financial Advisor retired just before my own planned retirement date.
How has Kate Boon helped you?
Kate has given me sound, logical, uncomplicated factual information and unbiased advice and recommendations whenever needed.
Have you seen the outcome you were hoping for?
To date very satisfied with the outcome I was looking to achieve.
Kate:
Thank you very much for your review, Geoff. We always look forward to our meetings with you. Kind regards. KateReview
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently retired and needed financial advice regarding my private pensions.
How has Kate Boon helped you?
Kate was able to explain the various options available to me then she combined the various pension plans in a tax efficient manner.
Have you seen the outcome you were hoping for?
Yes, however as the funds are invested for the long term, initial gains are minimal. The pandemic had a big impact on the stock market as well.
What could they have done better?
I can’t think of anything specific to improve the service.
Kate:
Many thanks for your detailed review Mike, I really do appreciate this.Review
by a verified client in Durham
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was self employed and was advised to get in touch with a financial adviser
How has Kate Boon helped you?
She has helped me and advised me of the best plan of action for my savings and my pension.
Have you seen the outcome you were hoping for?
Yes we are pleased with the way it is going. Everything thing seems to be going as planned.
What could they have done better?
They could have done nothing any better.
Kate:
Thank you very much Wayne, I always look forward to catching up with you and your wife.Review
by a verified client in Tyne and Wear
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Too many pensions to understand
How has Kate Boon helped you?
Yes definetly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing,really helpful from the start
Kate:
Thank you very much Les, I am happy to be of assistance in your retirement and always look forward to our meetings.First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate was unable to help with my query but was happy to point me in the right direction. However she was to pass my details onto a mortgage advisor to telephone myself but to date I’ve had no call
Kate:
Many thanks Mr Whiteman, I am sorry we could not be of assistance at this stage. The mortgage adviser was independent to myself , however I will ask them to call you again.Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to get my pension sorted for me and my family
How has Kate Boon helped you?
Absolutely amazing person sorted everything out no hassle.
Have you seen the outcome you were hoping for?
Not yet but haven't been with them long but with the advice I have been give hopefully I will reach what we have discussed
What could they have done better?
Nothing that's all I can say on this matter
Kate:
Thank you very much Geoff for your kind review. We look forward to working with you.Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to start up and investing pension
How has Kate Boon helped you?
Kate was very helpful. Talked me through the whole process. She is amazing at her job.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking for good advice on pensions etc
How has Kate Boon helped you?
Sorted my pensions into one giving good advice along the way
Have you seen the outcome you were hoping for?
Yes, all looking good despite the ups and downs over the last year
Kate:
Many thanks Ash for your kind review!Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgages
How has Kate Boon helped you?
Kate was amazing and gave us appropriate advice and also planning for retirement
Have you seen the outcome you were hoping for?
Yes great investment and good returns
What could they have done better?
N/a
Kate:
Thank you very much, and I always look forward to meeting up with you both.Review
by a verified client in Tyne and Wear
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and pension investments
How has Kate Boon helped you?
Kate has managed my pension investments for a number of years leading up to and now beyond my retirement.
Have you seen the outcome you were hoping for?
Not only is Kate pleasant and personable, her professionalism in handling my pension investments has resulted in good growth over the years.
What could they have done better?
I cannot think of a single thing that could have been done better.
Kate:
Thanks so much for your very kind review. I always look forward to catching up with you.Review
by a verified client in Tyne and Wear
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer.
How has Kate Boon helped you?
Gave tailored advice on pension transfer and future investment planning
Have you seen the outcome you were hoping for?
Yes, happy so far.
What could they have done better?
Really pleased with first class service and no recommendations for any future improvements.hi
Kate:
Many thanks for your kind review. I always look forward to seeing you.Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Owning a business and property we felt we needed expert advice and guidance.
How has Kate Boon helped you?
Kate helped us to realise we should plan and consider enjoying our retirement.
Have you seen the outcome you were hoping for?
I would say a better understanding of the future outcome and how and when to use our pension to our advantage.
What could they have done better?
I really can't faut Kate ...she is very good at explaining.
Kate:
Thanks very much for your kind review. I always look forward to seeing you both.Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pension funds and was not sure of value or the best way to go forward with them.
How has Kate Boon helped you?
Kate had all the pension’s put into order and now looks after my funds along with my wife’s funds.
Have you seen the outcome you were hoping for?
Yes, the funds are performing well.
What could they have done better?
Kate and the rest of the team in my opinion could do nothing more or better for me.
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to move pensions and get advise,
How has Kate Boon helped you?
she is always available to answer any questions relating to our pension , which have been answered and actioned when the advise she has given us.
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Nothing
Review
by a verified client in Northumberland
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 3 pensions, which were worth quite a large amount of money, but the pension companies were offering poor cash free lump sums and monthly payments.
How has Kate Boon helped you?
For once I received some good advice from Kate, after getting no where with the pension companies. My 3 pensions into 1 pension fund, which I am able to access. My funds are invested, dealing after income tax etc, excellent financial advice.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
No
Kate:
Thanks very much for your kind review. I look forward to seeing you at our appointments always. Happy retirement!Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Circumstances were simple my age and desire to retire as early as I could
How has Kate Boon helped you?
Kate was very easy to deal with from the off friendly, informative and professional. I have always felt that I could call her for advice any time.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think anything could of been done better
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age! Kate was highly recommended to me.
How has Kate Boon helped you?
Pension advice and good investments on my behalf.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing Answered all my many questions.
Kate:
Many thanks for your kind review.Review
by a verified client in Tyne and Wear
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Self Employer looking for a hassle free mortgage and we have used life plan in the past.
How has Kate Boon helped you?
Excellent service from Kate and Abigail from start to finish. They sourced the right mortgage for us, with us being self employed they made the whole process painless and stress free. Constantly updating us on the progress of the application.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
We cannot fault their friendly and professional approach from start to finish, we would highly recommend their services to others.
Kate:
You are very welcome. Thanks once again for the business. Good luck in your new home.Review
by a verified client in Tyne and Wear
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I transferred my company pension into an investment fund.
How has Kate Boon helped you?
Kate and Gary took on my transferred funds and invested them for my future pension, as well as providing excellent service when looking for a remortgage and inheritance planning.
Have you seen the outcome you were hoping for?
They have performed better than we had hoped for.
What could they have done better?
We can't think of any improvements - really happy with the service we are receiving.
Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend
How has Kate Boon helped you?
Amalgamated all my pensions and invested them for me
Have you seen the outcome you were hoping for?
It’s as predicted
What could they have done better?
Nothing
Review
by a verified client in Northumberland
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long Term Planning
How has Kate Boon helped you?
Kate offered advice with sound investment advice
Have you seen the outcome you were hoping for?
Absolutely delighted
What could they have done better?
Nothing
Kate:
Many thanks for your kind review Irene.Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Kate & Life Plan for what must be 20 years, trust them to provide me with all my financial requirements, first class service
How has Kate Boon helped you?
Mortgage renewal and pension contribution increase
Have you seen the outcome you were hoping for?
yes, 100%
What could they have done better?
Not a thing
Kate:
Many thanks Richard.Review
by a verified client in Northumberland
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Becoming self-employed
How has Kate Boon helped you?
Set up me new pension and ISA
Have you seen the outcome you were hoping for?
Funds have only recently been transferred so not yet
What could they have done better?
Nothing she has been brilliant
Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a better future
How has Kate Boon helped you?
With clear & precise advice when answering questiond
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.....they offer a superb service
Kate:
Many thanks, Jimmy for the kind review. We look forward to assisting you ongoing.First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Kate
Very helpful and would highly recommend
Kate:
Many thanks for your kind review GillFirst impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Kate
She listened, explained her services, was an efficient communicator, professional and friendly.
Kate:
Many thanks for your review Lorna, take care and stay safe.Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage Life insurance Pensions
How has Kate Boon helped you?
Provided excellent advice and helped with the change over
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was very happy with the service I received and don't think they could have done anything different
Kate:
Many thanks Ray.Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a remortgage and had struggled to obtain the level of money I needed, to complete some renovations at home, when applying for a remortgage myself so used the services of Kate.
How has Kate Boon helped you?
Kate listened to what I wanted and helped to arrange this swiftly and efficiently. Kate dealt with any issues I had promptly when needed.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
This was my first time using a broker and I couldn’t have asked for more, or think of anything that she could have done better.
Kate:
Many thanks Rebecca and you take care.Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to talk to someone with experience in pensions and future planning and also my mortgage was coming up for renewal so asked Kate to help as sometimes it feels like a minefield of information, which is hard to understand. I have three existing pensions and Kate looked into each one and explained them clearly and which were 'good ones' making good returns and others that were weaker and advised accordingly. Also Covd19 had affected our income and so was good to talk to Kate about possible options to make our money 'work harder for us' during these times.
How has Kate Boon helped you?
Kate brought lots of clear advice and options to the table on pensions and various mortgage offers based on my personal situation today and projecting into two years time when financial situation might change. (We might have the funds available from a property we are selling separate to our main home) Kate has an excellent understanding of all kinds of mortgage products available on the market and understand the pros, cons, and benefits of each product.
Have you seen the outcome you were hoping for?
Yes we decided on a mortgage with excellent rate which will see us over the next two years, fixed low rate, Then in two years when we have more funds we can reassess our financial situation again at that point. Its great to know Kate will be around to help us again then. I also sorted out some business insurance which put our minds at rest.
What could they have done better?
I wanted to say the whole experience working with Kate to find solutions was painless. It was simple, clear and we chatted on phone, (due to Covid19) then Kate emailed clearly all our options and all the paperwork was collated and signed on an online portal. Which proved really clear and efficient. Saving time and documents getting lost in the post.
Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to retire early and needed advice on pension options
How has Kate Boon helped you?
Kate arranged everything for my retirement and has investments ongoing on my behalf
Have you seen the outcome you were hoping for?
Definitely, the way Kate has organised investments and pensions I am in a much better financial position
What could they have done better?
Honestly I cannot fault kates work as she stays in touch with updates, reviews and meetings.
Kate:
Many thanks, Michael. I look forward to your annual review however should you require my assistance in the meantime please do not hesitate to contact me.Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I saw Kate prior to my retirement in 2013. We had previously used Kate for mortgage advice and were happy to include our pension advice with her too
How has Kate Boon helped you?
Kate explained everything in layman's terms making everything easy to follow and understand. Kate is not pushy or trying to "sell" to you. You do feel that she cares about your financial wellbeing.
Have you seen the outcome you were hoping for?
The market has been extremely volatile recently due to COVID-19, but that aside the investment we made has performed very well and we are very happy
What could they have done better?
I don't think there is anything that could have been done to improve our experience. Kate and the team are easily contactable for any queries and the whole process has been simple (we have also just made our Wills through Kate too)
Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To expand my rental property portfolio
How has Kate Boon helped you?
Went through mortgage options with me and insurance policies I needed and didn't need .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing kate always answers any queries I have and gets back to me as soon as possible
Kate:
Many thanks for the review Kenny i look forward to catching up when the next property is due for review.Review
by a verified client in Northumberland
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Kate has helped us in the past with retirement planning. Our buy to let mortgage needed renewing and she has done that for us.
How has Kate Boon helped you?
She organised our remortgage.
Have you seen the outcome you were hoping for?
Yes it was all very simple and easy as Kate did it all.
Review
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement, in particular a private pension transfer and advice
How has Kate Boon helped you?
Kate was fantastic and explained everything very clearly and took into account my overall financial situation and helped me put a plan in place for my future with a target retirement date.
Have you seen the outcome you were hoping for?
Tough times in the markets at present but my plan has still grown although modest, I am very happy with the result and advice / communication from Kate during what has been a difficult 6 months with the Covid pandemic.
What could they have done better?
Don’t think Kate could have improved on how she has communicated with me during what has been a difficult period for investments.
Kate:
Many thanks for your review John. We look forward to working with you. Many thanks . KateReview
by a verified client in Durham
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a new insurance policy
How has Kate Boon helped you?
She gave me advice on what would be best for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To prepare for my retirement
How has Kate Boon helped you?
Kate is very polite,so easy to communicate with,explains everything in detail,the good points and possible bad points.Kate is very knowledgeable and I trust her advice implicitly .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
She couldn’t have done anything better
Kate:
Thank you very much Dave I really apprecaite your kind words.Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reached retirement age.
How has Kate Boon helped you?
Kate gave us a range of options to choose from. She was extremely knowledgeable and able to put us at ease. Kate addressed all our concerns and gave us options we didn't know existed.
Have you seen the outcome you were hoping for?
Yes we are both able to retire knowing we have someone looking after the finances. Kate has given us the confidence to take the final step and actually retire, which was a frightful worrying time before getting her solid advice. Without Kate we would still be on the treadmill wondering should we go (retire)or should we stay (working).
What could they have done better?
Kate could not have done any better for us, she is friendly welcoming and pitched it at a level that both of us could understand. Absolutely delighted with the outcome and Kate continues to keep us updated.
Kate:
I always look forward to seeing you both and enjoy our meetings. Even more so enjoy seeing clients benefit from our advice.Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to consolidate all of our pensions,savings ect with a view to retiring.
How has Kate Boon helped you?
She and her colleague Gary carried out a review of all of our assets, then provided us a plan to enable us to retire without monetary worries.
Have you seen the outcome you were hoping for?
Yes, since our first meeting in Feb this year, our financial plan is coming to fruition, which has enabled us to retire.
What could they have done better?
I can’t really think of anything to add, we were kept up to date with every step and transaction, and never felt out of the loop.
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate is a warm and very knowledgable person, who put us at ease immediately upon meeting her for the first time. My wife and I had numerous pensions, shares etc but we didn’t have any idea how to utilise them effectively. Kate guided us through the pension mine field and provided us with a plan to efficiently and effectively use our pensions to our benefit. Since our first meeting she has kept us up to date with every transfer and transaction, this has enabled us to retire with no monetary worries. I would recommend her and her services to anyone who is thinking about retirement, a first class job and a first class person as well.
Kate:
Many thanks Robin for a lovely review. I really do appreciate this and also look forward to our meetings and helping you achieve your retirement goals. Thanks again. Kate and the team.Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being overcharged by previous financial advisor
How has Kate Boon helped you?
Kate gave me advice in an easy to understand manner, and explained everything in great detail.
Have you seen the outcome you were hoping for?
I have only been using this company for a couple of months , but hopefully will start seeing the benefits soon.
Review
by a verified client in Northumberland
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted my pensions explained.
How has Kate Boon helped you?
Gave me info on how they could be invested.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was explained
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my investments with various organisations into one reputable home. I also wanted independent advice based on my personal circumstances rather than whatever product someone wanted to sell to me.
How has Kate Boon helped you?
Kate and Gary asked a lot about my background and listened to my objectives. After my initial consultation, iIt took several more visits and discussions before we built up the trust for me to invest most of my life savings in one of their options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of at the moment.
Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The first time, was through a recommendation from friends regarding Kate and mortgage advice. We stayed in touch through this and then Kate advised me initially when I retired as a Police officer, and a year later my wife too when she retired from the NHS
How has Kate Boon helped you?
My wife and I knew nothing about what we could or couldn't do financially and also not a lot about what we should or shouldn't do. Kate explained everything in a way that made it easy to understand. We invested through Kate and she helps us usually at short notice on our side if we need to move some of the investment or just want advice or an update. Although we can access it all online. Speaking to someone who can explain the graphs etc to you makes it all so much easier
Have you seen the outcome you were hoping for?
Yes, our modest investments are growing far quicker than if we had simply put them in a standard savings account, despite all the nervousness over Brexit etc
What could they have done better?
I don't think we personally have encountered any issues. Communication is great, as is explaining everything and the result too, so we are happy
Kate:
Many thanks to you both for a lovely review! I always look forward to seeing you both. KateReview
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions with a few companies and was unsure about what to do.
How has Kate Boon helped you?
Kate listened to my concerns and after looking at my funds and taking time to talk me through my options I was more than happy to have Kate have the pensions brought together and lookafter them for me.
Have you seen the outcome you were hoping for?
I am very happy with the outcome of my investments and more than happy with Kate's advise and handling of my pension.
What could they have done better?
I dont think Kate could do anything better for me, it is very easy to speak to Kate one phone call is all it takes and my question or concern is answered for me.
Kate:
I really appreciate your review John and look forward to assisting you through your retirement!Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several company pensions between myself and husband and also wanted to ensure we had enough to retire at a certain age and protecting assets for our son for the future should anything happen to us
How has Kate Boon helped you?
Kate is very thorough and took us through a risk profile, gave us various options and is also great at getting you to be real about your current spending and lifestyle vs what you want in retirement. She’s also great at explaining some of the financial jargon so you have a better understanding to make the right decisions.
Have you seen the outcome you were hoping for?
It’s ongoing and the yearly reviews really help you to see the longer term picture
What could they have done better?
Nothing personally for us
Kate:
Many thanks Kate for your lovely comments. I look forward to seeing you at your next review.Review
by a verified client in Durham
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering early retirement and needed advice on pension options.
How has Kate Boon helped you?
Kate talked me through the options available and after discussion of my circumstances she offered advice
Have you seen the outcome you were hoping for?
Its early days and there will be ups and downs but I feel she has given me the best advice she could.
What could they have done better?
Not sure where improvements could be made
Kate:
Many thanks for your reply Eve. We look forward to seeing you at your next review.First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate responded quickly, and we established that the services I required were not best provided by her organisation. This is the kind of open and honest conversation that is needed at the start of any potential relationship. All Good. The only reason I felt unable to give the full 5* was we did not end up working together.
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we moved to the NE, we were looking for good financial advice
How has Kate Boon helped you?
Lifeplan (Kate Boon and Gary Barnes) helped us to sort out our financial affairs
Have you seen the outcome you were hoping for?
No. There were a number of niggling problems, but when I put these into writing, I found my relationship cancelled with just a few days notice - 3 months before my retirement
What could they have done better?
Avoided unnecessary inaccuracies Communicated better
Kate:
We offer a bespoke service tailored to each client and we are satisfied that you were given the highest quality financial advice appertaining particularly to your impending retirement, we are sorry that you feel that the service didn’t meet with your expectations at this time.Review
by a verified client in Tyne and Wear
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband’s forthcoming retirement.
How has Kate Boon helped you?
Gave savings and investment advice, helped with power of attorney and wills.
Have you seen the outcome you were hoping for?
Yes, more than satisfied!
What could they have done better?
Nothing!
Review
by a verified client in Tyne and Wear
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Forthcoming retirement
How has Kate Boon helped you?
I was guided through the options and documentation that was required to organise drawdown pension. In addition Kate organised my Power of Attorney
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was completely satisfied with the advice given, and the subsequent results.
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had various pensions and investments and wanted to see how much we had and when we could retire.
How has Kate Boon helped you?
Consolidated all and changed investments to a more suitable solution.
Have you seen the outcome you were hoping for?
Definitely! We are retiring 5 years sooner than we thought we could and have the peace of mind we have someone to take care of us for the rest of our retirement planning our income in the most tax efficient way.
What could they have done better?
Nothing at all
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on the remortgage of a property
How has Kate Boon helped you?
From start to finish she provided great advice and a fantastic service to make the whole process stress free.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Kate couldn't have been more helpful. She is extremely efficient, prompt and very professional.
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted early retirement so looked for advice on pensions and draw down
How has Kate Boon helped you?
Advised and initiated the process from start to finish
Have you seen the outcome you were hoping for?
Definitely . Yes .
What could they have done better?
Nothing really
Review
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone honest and clued up to sort out my investments for my future,Kate was recommended to me by a client of mine.
How has Kate Boon helped you?
Kate looks like she has put a lot of hard work and research into my pension plan.
Have you seen the outcome you were hoping for?
All funds have just been set up under a different investment scheme so time will tell!.
What could they have done better?
Nothing really she answered all the questions I hammered at her,she maybe could have rearranged her car park so I didn't reverse my BMW into a bolard outside her office!!
Kate:
Thanks Simon for your kind review. Sorry about your car shame about that. See you soon KateFirst impression
by a VouchedFor user
7 years ago
Overall
Please provide a brief comment about your experience with Kate
I really appreciated Kate Boon’s quick response and clear advise, very grateful to her.
Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed clear, professional advice on long term investments and pensions.
How has Kate Boon helped you?
She guided me through all my options in a very clear and thorough way, which didn't "blind me with science". She made sure I fully understood everything we discussed before proceeding and has always been available either by email or phone to answer any questions that I have. She always has time for any queries and never makes you feel like you are bothering her. I have found her very professional approachable.
Have you seen the outcome you were hoping for?
I am very clear now with the arrangements and happy with my choice. I can now relax a little knowing that I have things in place for my financial long term future. I feel that the products recommended are ideal for me at present and that they can always be changed or altered depending on circumstances, which was a relief.
What could they have done better?
It would have been easier for me to have an office closer to my home, but I am more than happy to travel for the expert and trustworthy advice and recommendations given by Kate and as I have said she always ensures she is available to chat by email or phone.
Kate:
Many thanks for your review Jamie. We look forward to guiding you. KateReview
by a verified client in Durham
7 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Company Pension Transfer and Investment. Advice on early retirement.
How has Kate Boon helped you?
Kate offered advice using an evidence based questionaire which highlighted my attitude to risk and by consultation. I was kept informed by regular updates regarding progress of pension transfer.
Have you seen the outcome you were hoping for?
Yes. Pension is now transferred and invested in a portfolio that suits my attitude to risk.
What could they have done better?
Nothing really. She was really profesional throughout
Kate:
Many thanks for the nice review Jeff we look forward to working with you.Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially seeking mortgages.
How has Kate Boon helped you?
Over the last 10 years Kate has arranged many mortgages for us and on our own home. Her advice is sound, her manner friendly and service second to none, More recently Kate has advised with investments and Inheritance Planning,.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Maybe prodded us to make regular savings to use our ISA allowance
Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally needed help to access my pensions and it has developed from that to advice with investments. Also helping with inheritance.
How has Kate Boon helped you?
Kate understood my needs and goals. everything was explained to me in a way I could understand. Kate is very honest and very helpful. The advice is on going with my financial affairs.
Have you seen the outcome you were hoping for?
I was very happy with the recommendations given. Now I have access to my pension pots thanks to Kate. All the recommendations suited exactly what I was hoping for. I am very happy with my new pension arrangement, thanks to the advice I was and still am receiving. I will be able to leave a substantial sum to my children when I have passed away.
What could they have done better?
My financial adviser could not have been any better. I have to be honest I do not have any constructive suggestions. Everything has been first class.
Kate:
Many thanks for your kind review Phil. I always look forward to seeing you. I am very lucky to have such nice clients I am able to help.Review
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for many years. On this occasion I needed to release some cash from my private pension.
How has Kate Boon helped you?
I personally find the financial world a little daunting and don’t feel I know enough to make sound decisions. Kate always prepares all the options and takes time to ensure I understand all the implications. In short I get a personal service with plans designed for me from someone I trust.
Have you seen the outcome you were hoping for?
Yes the cash was transferred recently on time and the balance has been reinvested in accordance with Kate’s advice. Hopefully making the same if not better returns then previously.
What could they have done better?
Don’t really know! I feel I am getting the advice and time I need, my investments are growing better than I expected and they serve a nice cup of coffee. What more do I need?
Kate:
Your positive feedback is very much appreciated John, we all look forward to seeing you both at review.Review
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approcing retirement.
How has Kate Boon helped you?
very well advised on all questions asked.
Have you seen the outcome you were hoping for?
so far yes.
What could they have done better?
nothing at the moment
Kate:
Many thanks for your kind review. Hopefully we will catch up soon.Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to re-mortgage a property I own to extend the loan term.
How has Kate Boon helped you?
She found me a brilliant mortgage with no fees.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Kate is obviously very busy and it took a little bit longer than I was happy with to get things underway
Kate:
Sorry it took a while to go through we find these free legal teams provided by the mortgage lenders are very slow at the moment and even us chasing them twice a week we are often left feeling frustrated. We hope to see you upon on your mortgage review. Many thanks KateReview
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to have my pension funds put into order.
How has Kate Boon helped you?
Kate put everything into manageable funds for me.
Have you seen the outcome you were hoping for?
In having everything put into order for me yes.
What could they have done better?
Nothing.
Kate:
Many thanks John, See you soon at review.Review
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at different mortgage deal.
How has Kate Boon helped you?
Researched different offers and provided us with options.
Have you seen the outcome you were hoping for?
Yes.
Kate:
Thanks Gillian.First impression
by a VouchedFor user
7 years ago
Overall
Please provide a brief comment about your experience with Kate
The website was not up to date, according to Kate and she was not able to help me because my fund was too small, therefore she was not able to proceed with my enquiry. Not impressed that I was not able to get the advice I needed.
Review
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a Finacial Adviser to help me plan what to do with some money I received on retirement.
How has Kate Boon helped you?
Kate checked what my circumstances were and what my plans for investment or income were over the next few years. She helped my by raising ideas and issues I hadn't thought of and was very patient in explains pros and cons of various options. She was very approachable and a pleasure to deal with.
Have you seen the outcome you were hoping for?
I am very happy with the outcomes so far and know that I am using my assets more efficiently than I would have been without Kate's very helpful advice.
Kate:
Thank you very much for your kind review David, I look forward to seeing you at your annual review and should you require my assistance in the meantime, please do not hesitate to get in touch.Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Property Investment.
How has Kate Boon helped you?
Arranged Mortgages with best deals. Keeps in touch when we need to change deals.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Cannot complain about anything. Have been pleased with all aspects of the service.
Kate:
We always look forward to seeing you Irene. Speak soon. KateReview
by a verified client in Durham
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Making sure I'm equipped for retirement etc.
How has Kate Boon helped you?
Offered excellent help & advice, understood mine & my families needs for the future & now.
Have you seen the outcome you were hoping for?
So far yes, but also what I need to do to help my myself - i.e. pay more into my pension etc, but also what is affordable at this moment in time.
What could they have done better?
Nothing comes to mind
Kate:
I always look forward to our reviews Richard. You have been a client for many years now and hopefully many more. Speak soon, KateFirst impression
by a VouchedFor user
7 years ago
Overall
Please provide a brief comment about your experience with Kate
I only used this service as I had already Used the company but lost their contact number!
Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had used Kate previously to find us a mortgage so we knew how good she was, so when it was time to renew our mortgage we didn't think to look anywhere else.
How has Kate Boon helped you?
Found us a new mortgage with the best possible rates.
Have you seen the outcome you were hoping for?
Yes!!.
What could they have done better?
Nothing, we didn't have to lift a finger!
Review
by a verified client in Durham
8 years ago
Overall
Value
Advice
Service
What were the circumstances that caused you to initially look for an adviser?
I wanted to remortgage to a better deal when a fixed term ended.
How has Kate Boon helped you?
Kate provided a range of mortgage illustrations to help me choose the best product for me.
Have you seen the outcome you were hoping for?
Yes, most definitely.
What could they have done better?
Nothing, I was completely happy with the fast and efficient service
Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchase of new property.
How has Kate Boon helped you?
Kate looked at the nest deals available for us and took time to explain the varying types of offers that came up and what would be the best suited.
Have you seen the outcome you were hoping for?
Yes we have the perfect product.
What could they have done better?
Not at all Kate was great.
Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
couldn't be bothered to deal with the paperwork.
How has Kate Boon helped you?
advice, completion of paperwork.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
nothing
Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage and life insurance.
How has Kate Boon helped you?
Kate and her colleagues helped us with a recent remortgage, it was the first time we had been through this process so we're understandably cautious. Kate advised us on the entire process and found the best deal for our particular circumstances. Overall a great experience and wouldn't hesitate to use Kate again for future financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
First impression
by a VouchedFor user
8 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate contacted me after using your site but told me she was going on holiday and would email me with mortgage details. She never got back to me! I have just spoken to her office who informed me she has been back a week, but was unable to take my call but I could drop her an email. it would seem Kate has no intentions of getting back to me as she promised! a very poor service! Even if she was unable to help me, a courtesy call would of been professional! or maybe she just had bigger clients who take priority either way I wouldn't recommend her.
Kate:
So sorry about this Doug you should have been informed I was off work and unable to reply although when you first got in touch we did speak I think this must have been a while after your first contact.Review
by a verified client in null
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone who i could trust to take car of my mortgage requirements whilst i worked away from home.
How has Kate Boon helped you?
Kate listened to my requirements, provided expert advice and sourced the best mortgage options to tailor my needs.
Have you seen the outcome you were hoping for?
Yes. The advice i received was excellent and the standard of service from start to finish was professional and friendly.
Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage.
How has Kate Boon helped you?
Advised us on best deal to meet our needs.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing more required
Kate:
Many thanks for your review Alan and Susan I look forward to seeing you upon review.Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage due for renewal.
How has Kate Boon helped you?
Kate was brilliant. Provided a range of options and products available to me for my new mortgage.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
N/A
Kate:
Many thanks for your review Lorcan I look forward to seeing you upon review.Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I contacted Kate to review my current pension arrangements with a view to changing my current/then pension provider.
How has Kate Boon helped you?
She helped/advised me on what i currently had and helped find something better for my current & future needs.
Have you seen the outcome you were hoping for?
Obviously to early to say, but Kate clearly explained and showed me on the software she has at her disposal what my pension could be like when it comes to retirement under various scenarios etc.
What could they have done better?
Not a thing, helpful/informative in all areas, kept up to speed by Kate & Colleagues at all times, painless from start to finish.
Kate:
Many thanks for your review Richard I look forward to seeing you upon review.Review
by a verified client in Tyne and Wear
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re mortgage.
How has Kate Boon helped you?
Kate has helped on numerous occasions with my mortgage and insurance requirements.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Kate:
Many thanks for your review Anne I look forward to seeing you upon review.Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgage of properties.
How has Kate Boon helped you?
She understood our requirements and personally sorted the process in a very professional way from the start to a successful conclusion, whilst dealing with all matters no matter how small.
Have you seen the outcome you were hoping for?
Yes, in all circumstances.
What could they have done better?
We couldn't have asked for anything more.
Kate:
Many thanks for your review Jim and Margaret I look forward to seeing you upon review.Review
by a verified client in Durham
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some advise on mortgages to move home and rent my current property.
How has Kate Boon helped you?
Kate offered a fantastic service and found me two great mortgage deals and insurances which have saved me time and money, I am very pleased.
Have you seen the outcome you were hoping for?
Yes, the deals Kate found me have now been processed and I couldn't be happier.
What could they have done better?
Nothing, Kate is always at the end of the phone if needed and responds quickly to all emails. Kate even responded to my queries when she was on holiday!
Kate:
Many thanks for your kind words. I look forward to seeing you at review.Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging house for renovation purposes.
How has Kate Boon helped you?
Find a new mortgage with additional borrowing over same period as existing mortgage with less payment per month.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Chase up solicitors in a more timely fashion. Was a delay with continuous incorrect mortgage deed signing which delayed things.
Kate:
Many thanks for your review Helebn I look forward to seeing you upon review.Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house.
How has Kate Boon helped you?
Finding mortgage, mortgage protection, insurance and solicitor.
Have you seen the outcome you were hoping for?
Yes, great help, always kept informed and will use in the future.
Kate:
Many thanks for your review Leon I look forward to seeing you upon review.First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate provided good advice for my present financial situation.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renewal.
How has Kate Boon helped you?
Kate sourced a mortgage with a new provider at a far better rate and term than our previous mortgage.
Have you seen the outcome you were hoping for?
Yes a slight increase in our monthly payment the length of our mortgage has been significantly reduced.
What could they have done better?
Nothing comes to mind
Kate:
Many thanks for your review Ann I look forward to seeing you upon review.Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started my own business.
How has Kate Boon helped you?
Looked for insurance for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing all was dealt with great
Kate:
Many thanks for your review Teresa I look forward to seeing you upon review.First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate contacted me the next day after my enquiry through vouched for. Kate has been extremely helpful and is now representing me as my financial advisor.
Review
by a verified client in Durham
9 years ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
My client had compensation that needed investing.
How has Kate Boon helped you?
Kate works alongside Gary to provide financial advice. The reports were clear and well thought out, they have also been very responsive as my client's needs have changed and we have had to alter the strategy.
Have you seen the outcome you were hoping for?
not yet, but markets are not good and we are planning accordingly.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Expert advice and assistance.
How has Kate Boon helped you?
She was a real help and gave us guidance, help and best advice.
Have you seen the outcome you were hoping for?
Yes, most definitely.
What could they have done better?
Can't think of anything, just a good service from start to finish
Review
by a verified client in Tyne and Wear
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were buying a new house, so we were looking for help finding a mortgage and protection.
How has Kate Boon helped you?
Kate arranged our Agreement in Principle at a moments notice. She also sourced a suitable mortgage and protection. Kate was always on hand to answer any questions we had throughout the process.
Have you seen the outcome you were hoping for?
We are very happy with the service Kate provided.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for a mortgage and realised that it was time to start planning for the future.
How has Kate Boon helped you?
Kate gave an honest and thorough assessment of my financial situation spending time to get me the best and most appropriate deals to best suit my lifestyle. Kate continues to give regular and honest apprasials always searching to see if and how she can improve any of the financial packages I have in place.
Have you seen the outcome you were hoping for?
The outcomes have far exceeded my expectations.
What could they have done better?
I don't know if she could improve.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re mortgage.
How has Kate Boon helped you?
offered great advise and explained everything in detail.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
nothing
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used advisors before for mortgages on a previous property and was recommended Kate via my now Husband.
How has Kate Boon helped you?
Kate took care of everything, took the stress off us and has found us amazing insurance and mortgages.
Have you seen the outcome you were hoping for?
Yes definately.
What could they have done better?
I don't think there is anything, Kate has done more than her requirements for us and is always available even if its just for a word of reassurance.
Review
by a verified client in Tyne and Wear
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had multiple company pensions which required review and also wanted to change mortgage to repayment and release some equity.
How has Kate Boon helped you?
Kate is very easy to deal with, she's got a personal approach, really gets to know and understand you and your family and lifestyle, so determined what your priorities are and doesn't try to sell or push you down the route of help you may not need. Always available and worked outside of office hours so we could get to see her face to face.
Have you seen the outcome you were hoping for?
Yes, have new mortgage and consolidated pensions.
What could they have done better?
Kate worked well to progress the mortgage application, this can be slow and does need constant prompting to lots of 3rd parties - wondered whether there was anything more we could have done to help- it took a little longer than expected - no fault of Kate possibly just communicating some of that up front.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed proffessional advice.
How has Kate Boon helped you?
proffessional advice with investments understood my goals.
Have you seen the outcome you were hoping for?
happy with clear advice suited to my needs.
What could they have done better?
more biscuits with coffee !
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Kate
I sent a follow up email asking how I should prepare for the free consultation and never received a response.
Kate:
I am sorry however I was on holiday when your inquiry was forwarded. I do apologies and since replied however this must have been too late.Review
by a verified client in Tyne and Wear
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for future, make my savings do better.
How has Kate Boon helped you?
Yearly budget, transferring savings to new account, set up isa. Pension, health insurance and mortgage advice.
Have you seen the outcome you were hoping for?
Not as yet.
Review
by a verified client in Northumberland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Broperty.uying a number of buy to let properties and looking for a better mortgage deal for our own p.
How has Kate Boon helped you?
She offered advice and sought the best products available for the properties we were buying and for our own property.
Have you seen the outcome you were hoping for?
Very definitley. The products she suggested for us have been a really sound long term financial investment to our advantage.
What could they have done better?
I am not sure if this is her job or not but maybe give us a prod every now and again to have a financial review.
Review
by a verified client in Tyne and Wear
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate a number of personal pension plans and take advise on retirement planning.
How has Kate Boon helped you?
Reviewed my overall finances and provided options for my retirement plans.
Have you seen the outcome you were hoping for?
Not yet - only time will tell.
What could they have done better?
Not sure, tax advise would be helpful but appreciate this maybe outside of their professional capability
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to sort out job etc.
How has Kate Boon helped you?
Help with my property.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing it went very well indeed
Review
by a verified client in Cumbria
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of job with different salary arrangements. This required me to set up my own pensions. I also wanted to get an independent view on how my existing pension investments were performing.
How has Kate Boon helped you?
Kate faciltated (and continues to do) all the processes around applications, transfers and reporting. Kate has also been diligently research life insurance for me.
Have you seen the outcome you were hoping for?
The output is in line with my expectations and current depressed market performance.
What could they have done better?
I have been very well looked after - everything has taken place as it was said it would. Kate has been quietly in the background sending gentle reminders when required.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
new mortgage.
How has Kate Boon helped you?
found us the best deal.
Have you seen the outcome you were hoping for?
yes.
Review
by a verified client in Northumberland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have 2 pensions that could not be opened, one was a final salary and the other was guaranteed minimum pension.
How has Kate Boon helped you?
Kate advised me that these could be opened by a specialist Financial Adviser. I had tried to get access to these pensions with out success.
Have you seen the outcome you were hoping for?
I have been told this should be completed in the next few weeks.
What could they have done better?
Well to be honest I cannot fault them.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a buy to let mortgage and also wanted to review my pension.
How has Kate Boon helped you?
Kate searched for various options for me to make a choice which would suit my needs best.
Have you seen the outcome you were hoping for?
Yes most definetly now looking at more buy to let properties.
What could they have done better?
Kate has always looked for the best options for me to make a choice I don't think there is any part of the process which could improve
Review
by a verified client in Northumberland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My savings were not working for me.
How has Kate Boon helped you?
Advice on Products.
Have you seen the outcome you were hoping for?
Early days.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needed to review asset portfolio.
How has Kate Boon helped you?
Sorting the portfolio and reviewing areas of risk.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
Nothing thank you, all good in my opinion.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to renegotiate our mortgage and accompanying insurances.
How has Kate Boon helped you?
Kate provided us with a flexible, quick, friendly and informed service - finding the right products for us and proving quick to respond to our queries and changes in circumstance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We were happy with all aspects of the service we received and continue to think of Kate first when we need financial advice.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renew.
How has Kate Boon helped you?
She first helped me set up a new mortgage then renew and also set up health and life insurance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-Mortgage to improve our property.
How has Kate Boon helped you?
Kate helped by searching the market to find me and my wife the best deal including affordable repayment plans spread over a number of years to suit.
Have you seen the outcome you were hoping for?
yes.
Review
by a verified client in North Yorkshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requiring a mortgage.
How has Kate Boon helped you?
Excellent support and advice.
Have you seen the outcome you were hoping for?
Moved in and very happy with the outcome.
What could they have done better?
N/A
Review
by a verified client in Surrey
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Searching for the right mortgage deal.
How has Kate Boon helped you?
Offered advice and regular updates on the progress of both our mortgage and the other parties involved in the purchase.
Have you seen the outcome you were hoping for?
We have moved into our house and are very happy with how Kate handled the whole process.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I found it all very confusing.
How has Kate Boon helped you?
Kate explained everything in fine detail, advised me on best options and simply took away the stress.
Have you seen the outcome you were hoping for?
I received my lump sum and monthly pension, it is also good to know that Kate will be doing a yearly review.
What could they have done better?
Kate did an excellent job and would highly recommend her,she is very approachable and if there was anything I did not understand she explained it all until I did understand.
Kate:
Many thanks for your review Dave. It was great working with you and look forward to seeing you at your annual review.Review
by a verified client in Northumberland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a complex mortgaging scenario to fund a specialist BTL and a residential mortgage.
How has Kate Boon helped you?
Kate was very proactive throughout and provided us with options that not only helped us resolve our complex refinancing situation, but also sourced very competitive products. The specialist lenders Kate dealt with for us were incredibly busy and lead in times were very stretched. Kate's personal intervention on many occasions through-out the process ensured we were able to meet our deadlines. Without her 100% 'above and beyound the call of duty' determination and effort in pushing through our case - I think we'd have still been waiting now! We can't thank her enough.
Have you seen the outcome you were hoping for?
Absolutely. BTL mortage on HMO and residential off set mortgage giving us the house and financial flexibility we like.
What could they have done better?
Kate could not have done more for us.
Kate:
Many thanks for your kind words Ed and Hayley. Yes we all had our patience tested with these cases however I am pleased we got there in the end. I look forward to seeing you at your review in a few years time. Many thanks, KateReview
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Renegotiate mortgage.
How has Kate Boon helped you?
Found us the best deal and talked us through the application process and paperwork.
Have you seen the outcome you were hoping for?
Yes - almost! She couldn't be any more helpful!.
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate was very professional and helpful
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advice.
How has Kate Boon helped you?
Checked out best mortgage deals for me and give advice on the whole process. Looked at and give advice on life insurance.
Have you seen the outcome you were hoping for?
Yes. I have purchased a property.
What could they have done better?
I was happy with the service I received. No issues I can think of. I was kept informed regularly.
Kate:
Thank you for your review Theresa. I look forward to seeing you at your review.Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change mortgage provider.
How has Kate Boon helped you?
Found the best mortgage and also insurance policies ie building insurance.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Durham
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to change Mortgage for a better Rate. Required a better life insurance policy.
How has Kate Boon helped you?
Kate sorted out my new mortgage, with no extra fees and an excellent rate. She also helped my wife and I with Life insurance policy and also income protection for myself, which I must say is a weight of my shoulders now I have it in place.
Have you seen the outcome you were hoping for?
Life insurance and Income protection is now in place and was set up swiftly by Kate. Our Mortgage is still in process, however Kate has been keeping me updated throughout.
What could they have done better?
I honestly can't think of any negative points, Kate's advice was spot on, she didn't waffle on or try and sell me the world which some financial advisers do.
Kate:
Many thanks for your review Andy. I will keep in touch regarding your mortgage and if you have any questions you know where I am. Thanks again. KateReview
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed an advisor to help us out with applying for a mortgage for our first home.
How has Kate Boon helped you?
Kate was very helpful, friendly and professional. We were very new to everything and Kate helped us step by step to help find us the right mortgage for our needs. She was always quick to respond to any questions we had, she took care of everything for us, always kept us informed and up to date. She was a huge help, a truly lovely lady who we cant thank enough for all her help in assisting us with the purchase of our first home. We would highly recommend Kate as a financial advisor and we will definitely go back to Kate in the future.
Have you seen the outcome you were hoping for?
We do have the outcome we were hoping for, we have a mortgage to suit our needs and most importantly the keys to our first home!
What could they have done better?
Kate was amazing, I honestly cant think of anything she could do to improve. We were very satisfied with h er services.
Kate:
Thank you so much for your kind words Stephanie. Especially when the lender had us held up but we got there in the end! Many thanks and I look forward to speaking to you at your review. KateFirst impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate is a very friendly and helpful advisor who explained things clearly and gave us the best advice available.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Kate
Very professional and detailed explanation to my detailed questions. Would definitely recommend her.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Kate
Kate was so helpful giving us the facts about mortgages, she really put everything in terms we understood and told us how to proceed with the next step. Won't be going to anyone else for any other kind of financial planning
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate reviewed our attitude to risk and selected the most appropriate portfolio to match our level of risk and investments needs. Her explanations were extremely clear which helped us to understand our choices. Overall we are extremely happy as all our products have been consolidated making our investments much easier to follow. It is always pleasure to see Kate at our appointments and we look forward to seeing her each year.
What could they have done better?
nothing
Kate:
Your review is very much appreciated Roy and Freda. I look forward to seeing you both too at review.Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate is amazing and very persistent! Always gets the best deal
What could they have done better?
Nothing
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate goes that 1 step further and makes sure we get the best deal, she is approachable and thorough
What could they have done better?
Nothing!
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Upon the initial consultation I found Kate to be very friendly and extremely knowledgeable in the mortgage market. Due to the excellent information and advice I received I was able to quickly make a decision regarding the most suitable product. Kate provided myself with several options and took the time to explain the difference between each product and provide a summary of all associated costs, as these costs are not always clear this was a great help. The remortgage process took quite some time due to a transfer of equity being involved, none of this delay however was due to Kate and she remained in contact throughout the process to keep me fully informed and really helped to progress issues with the solicitors. I would recommend Kate's services to anyone and will certainly be using her again in the future for all financial matters.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Kate
She didn't respond
Kate:
I had not seen this message and new to the vouched for experience. I contacted Vouched for and there was a problem with my email and new enquires where not received by me. We have now resolved this issue and I look forward to new enquires.Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate provides excellent advice with a friendly and approachable manner. Any queries that I have are answered promptly. I have dealt with other financial advisors in the past however I feel that I can trust Kate to make the best choices with regards to my money. Fantastic advice is provided at a great value for money.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate provided excellent financial advice and thoroughly researched all of the financial options available to match my specific requirements.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate provides me with a first class service on each and every occasion her advice is needed, from mortgages to health care she gives honest and reliable advice. I wouldn't go anywhere else.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate has been dealing with my finances for far too many years I care to remember! Primarily she deals with all my mortgages as I have a buy to let portfolio. I only have to make one call with the info she needs and she sorts everything out from there. I trust her completely to get me the best deal available and she often goes above and beyond, for example she recently amalgamated all my insurances to one company saving me £500 per year. In my mortgage review recently, she saved me approx £500 per month. I would not let anyone else deal with my finances.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate is always friendly and polite. She has thoroughly examined my financial requirements and has consistently identified those products that best suit my needs. I have recommended Kate and Lifeplan to friends and family alike.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Takes times to search the market to find a product most suited to your situation.
What could they have done better?
Nothing.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate was brilliant in every way she managed to answer all our queries that we had even if she didn't no some of them she would find out and get back to us straight away. She's really friendly and great to talk to. Very helpful and seems really interested in getting to know a little about you not just about the mortgage ect.
What could they have done better?
There was nothing better Kate could have done she was great.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate and her colleagues offer a first class service, communicate and are always at hand to offer advice as well as offer a number of alternative best value solutions with respect to mortgage offers, pensions, policies etc.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate is always 'on the ball' and has clearly prepared for our meetings beforehand
Review
by a verified client in Northumberland
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate has done a lot of work for us during our home purchase which hasn't exactly gone smoothly. Thankfully we had Kate on hand to deal with the mortgage side of things taking out all the stress and hassle of visiting banks time and time again to arrange and re-arrange the financial side of things. Kate's main strengths from our point of view is her excellent communication, constantly keeping us up to date with how things are progressing and that she is often available outside normal working hours for enquiries you may have. If she isn't able to deal with it there and then she will likely get back to you the next day which is in my opinion how it should be but often where other companies fail.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
All I needed from Kate as an adviser was explained and any questions I needed answered were fully explained, I understood all information Kate told me and anything I needed she was just at the end of the phone. I will be recommending Kate to any of my family or friends and would return in the future.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
We have dealt with Kate for several years now and I have found her experience overwhelming. Nothing is too much trouble and goes the extra mile to find out information and follow up on mortgages and queries that we done with her company.
What could they have done better?
There is always room for improvement in most cases - but to be honest we are totally satisfied with the service provided.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Very professional in her line off work most definitely the best advisor I have dealt with in years.
What could they have done better?
Nothing at all.
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate searched out the best price to suit my needs overall an excellent service was given definitely would recommend
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
This is the second mortgage we have been advised off Kate for would like to say she polite funny very helpful patient and very good at what she does
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Provides an honest broad assessment of available mortgages & appraises any hidden costs on your behalf, Homes in on the best deals to match your own personal financial position Explains the short, medium & long term implications of the deal you are contemplating to best manage your expectations over the whole period
Review
by a verified client in Durham
10 years ago
Overall
Advice
Service
Value
How has Kate Boon helped you?
Kate is a very informative and thorough financial advisor who takes as much time as need to and ensure that the correct product is found. Kate is very in tune with the current product availably and also what the pros and cons are to the various companies.