Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 7 )
Auto Enrolment ( 1 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
( 1 )
Up to £50k ( 3 )
Repeat review
by a verified client in London
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Guy Cattaneo helped you since your last review?
Guy has continued to meet with me on a regular basis to review my investments, and offer what has been sound advice in terms of letting things be or making changes. I am pleased with the financial returns this has showed and feel the service provided is good value for money.
Repeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Guy Cattaneo helped you since your last review?
Prompt efficient service and advise.
Repeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Guy Cattaneo helped you since your last review?
I have doubled my employees, having acquired another business, Guy has been well informed on Tupee laws and helped effectively with the new staff pensions
Repeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Guy Cattaneo helped you since your last review?
Continued to give me first class advice about pension drawdown and investments
Repeat review
by a verified client in East Sussex
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Guy Cattaneo helped you since your last review?
Helped set up investment portfolio for my daughter