Victoria Bell

Victoria Bell

Fathom Financial Limited

Victoria's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 14 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 7 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 5 )

First impression

by a VouchedFor user

6 years ago

Overall

Please provide a brief comment about your experience with Victoria

Victoria was on holiday as it was half term, but very satisfied with Gary, he was extremely informative and knowledgeable in pension options, pro and cons etc. he was passionate enthusiastic throughout our time with him. The only reason for a 4 stars as the survey was asked about Victoria. If it was on Gary it would have been a 5 star. Maybe some reviews should be about him on the website.

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?

pension forecast

How has Victoria Bell helped you?

Victoria explained my pension forecast and advised on the questions I had relating to my pension. I now have a much better understanding.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Vicky was a great help and answered all of my questions.

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?

taking my pension out of my current scheme and transferring it to stock/shares

How has Victoria Bell helped you?

Vicky was very helpful and supportive, she kept me informed and updated when required and I found her to be very approachable. When I asked any questions ref to my pensions Vicky was very good at explaining how it works.

Have you seen the outcome you were hoping for?

yes I have very happy with the outcome.

Review

by a verified client in Cheshire

6 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To make sure we were getting the best rate for our money

How has Victoria Bell helped you?

Have us good all round advice on investments

Have you seen the outcome you were hoping for?

Yes

First impression

by a VouchedFor user

7 years ago

Overall

Please provide a brief comment about your experience with Victoria

Provided good no nonsense advice