George's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 3 )
Pensions ( 49 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 1 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 25 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 33 )
£200k - £500k ( 10 )
£100k - £200k ( 1 )
( 2 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
George Delaney has been my IFA for many years
How has George Delaney helped you?
In tax planning, financial management, pensions, insurance and inheritance provision
Have you seen the outcome you were hoping for?
Yes
George:
Thank you for the kind review, Harry. I am glad you feel we are adding value.Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
pensions transfer
How has George Delaney helped you?
excellent advice and help
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a
George:
Thank you for the kind review, Simon. I am glad you feel we have been delivering a good service for you.Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted an unbiased opinion on my pension.
How has George Delaney helped you?
Set up a SIP
Have you seen the outcome you were hoping for?
Yes
George:
Thank you very much for the kind review, Roy. I am glad you have had the outcome you had hoped for.Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking my pension early as a CETV to enable a freedom to pass on my SIPP easily to my children
How has George Delaney helped you?
George is great at simplifying the implications and options of various investments.
Have you seen the outcome you were hoping for?
Generally very satisfied
What could they have done better?
Nothing really, no one can guarantee what the market shares prices will do but happy with the portfolio Metis proposed
George:
Thank you for the kind review, Steve. I am glad you feel on track in retirement. Best wishes, GeorgeReview
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for sound and easy to understand pension advice which then encompassed general investment advice to ensure a balanced portfolio attuned to my level of personal financial risk.
How has George Delaney helped you?
I have known George for what must be close to 20 years- he has an easy and welcoming approach to the delivery of his financial advice. In short he has helped me achieve the outcomes I have wanted and which he has accepted in a non-judgemental way but with sound guidance.
Have you seen the outcome you were hoping for?
I have seen the outcomes that I had agreed with George accepting the norms of market volatility when investing
What could they have done better?
I have no particular reason to think anything could have been done better as George’s level of client service is really strong and he makes you feel as if he only represents you which of course is not reality
George:
Hi Raj, time flies 20 years looking after you! Thank you for the kind review. Best wishes, George