Reviewed for
Pensions ( 1 )
Investments and Savings ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was interested in seeing what is possible with the short term goals and savings I have and wanted to condense my pensions into one pot
How has Craig Allan helped you?
Craig has helped me put a plan in place with my savings and my future income to help make my goals achievable. I’m likely to need the money in the next year or so, so Craig advised me with what the best options were for me. He is also in process of sorting my pensions out
Have you seen the outcome you were hoping for?
Absolutely! Craig has been super helpful and friendly yet professional. He ensures he is clear and understood so we are on the same page and asks questions to make sure he understands what I was wanting from him