Ryan's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 11 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Northumberland
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Over twentyfive years ago when I opened Cogito Books in Hexham
How has Ryan Anderson helped you?
Manage my investment portfolio
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Northumberland
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ryan Anderson helped you since your last review?
Yes. He has continued to monitor our investments and advised on any amendments required. We have regular reviews with him to ensure our needs are met and account taken for any change in circumstances.
Repeat review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ryan Anderson helped you since your last review?
Possible withdrawal and replacement of funds held in an ISA.
Repeat review
by a verified client in Northumberland
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ryan Anderson helped you since your last review?
Pension advice and some advice about effect of Labour Budget on my finances
Repeat review
by a verified client in Northumberland
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ryan Anderson helped you since your last review?
He has advised us with respect to our savings and investments including inheritance planning