Angela's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 19 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 47 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 17 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Review
by a verified client in Ayrshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family friend and contact
How has Angela Proctor helped you?
Confidence in financial planning and considering options on complex or sensitive matters
Have you seen the outcome you were hoping for?
getting there,
What could they have done better?
cant think of anything
Review
by a verified client in Renfrewshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advcice
How has Angela Proctor helped you?
All ticked items previously
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very good at her job. Keep up the good work Angela
Review
by a verified client in Lanarkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To start a company pension scheme
How has Angela Proctor helped you?
A safe pair of hands for managing my personal pension and assisted with company scheme.
Have you seen the outcome you were hoping for?
Yes, the pension has performed as hoped.
Review
by a verified client in Midlothian
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assemble various pensions
How has Angela Proctor helped you?
Providing advice on all options
Have you seen the outcome you were hoping for?
Yed
What could they have done better?
Nothing
Review
by a verified client in Ross-shire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
About 25 years ago prior to retirement I needed advice on my pension such as how much to take as tax-free lump sum and how much to take as annual pension.
How has Angela Proctor helped you?
She advised me on the issue above and subsequently has provided guidance and advice on investing
Have you seen the outcome you were hoping for?
Yes. It has probably exceeded my expectations
What could they have done better?
Better coffee