Aaron's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 9 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 12 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Northamptonshire
8 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Prior to retirement I opened some financial investments with a financial advisor in Kettering.( Smith Hodge and Baxter ) Since then this initial Company has been taken over and after three financial advisors , Aaron took over monitoring our financial investments. I am happy for this to continue.
How has Aaron Poltorak helped you?
Listened to our needs and helped us achieve them. Looking at our joint tax responsibilities and helping to minimise these.
Have you seen the outcome you were hoping for?
Still ongoing, no changes to our Financial objectives and needs
What could they have done better?
We our happy. Also appreciate recently introduced news letters from Argentis
Review
by a verified client in West Midlands
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement from the Armed Forces in 2013 it was necessary to know what best to do with the public sector pension lump sum that was paid separate to the monthly pension.
How has Aaron Poltorak helped you?
Aaron has provided the continuity of financial advice previously received from his predecessors working for the same company. He provides me with a scheduled annual telephone discussion review and follows this up with a detailed annual review letter summarising all the areas we discussed plus an overview of the current market situation, taxation changes, suitability assessment, costs and charges disclosure and ongoing service fees.
Have you seen the outcome you were hoping for?
Yes. I have been pleased with the steady growth of my investment over the years which is tailored to my level of investment risk. I have also been able to discuss issues surrounding inheritance tax, capital gains tax and ISAs.
What could they have done better?
Nothing really. I'm very satisfied with the quality of service I am being provided with.
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had our own Company so needed expert financial advice and planning.
How has Aaron Poltorak helped you?
With financial advice re pensions and savings.
Have you seen the outcome you were hoping for?
Our investments are performing OK.
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unsure how to invest a large sum of money wisely
How has Aaron Poltorak helped you?
Explanation and guidance
Have you seen the outcome you were hoping for?
Yes until Mr Trump came along
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement.
How has Aaron Poltorak helped you?
Tidied up our savings portfolio, advise on income and partners pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
More than happy with the service from Aaron.