Mike's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 37 )
Pensions ( 68 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 7 )
£100k - £200k ( 5 )
£50k - 100k ( 13 )
Up to £50k ( 34 )
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had VAT Returns, Corporation Tax and staff’s wages/wageslips that needed to be done precise accurate and quickly and Mike has certainly done that for my business.
How has Mike Pendergast helped you?
Dealing with HMRC isn’t easy so Mike has taken all that stress away for me.
Have you seen the outcome you were hoping for?
Yes, all VAT and Corporation tax has been calculated and paid on time.
What could they have done better?
Nothing IMO.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation
How has Mike Pendergast helped you?
He has consolidated mine and my partners pensions into two funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Shropshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension consolidation.
How has Mike Pendergast helped you?
Pension private consolidation - Pension Trnasfer - Investment and Savings - Financial Planning - Insurance & Protection
Have you seen the outcome you were hoping for?
Yes in all cases.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing Lifetime ISAs
How has Mike Pendergast helped you?
Very helpful in advising me on opening a Lifetime ISA and sorting out withdrawals
Have you seen the outcome you were hoping for?
Yes1
Review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to find a new accountant and financial adviser, and Mike was recommended to me.
How has Mike Pendergast helped you?
Helped me to file accounts on time, and organise my business finances. Also some personal financial advise.
Have you seen the outcome you were hoping for?
Yes.