Kathy's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 5 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
( 3 )
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My business partner and I had a SIPP with an other provider . We were concerned about developments within that company and we were recommmended to Kathy’s company by a friend
How has Kathy Whatmough helped you?
She has helped with financial planning for our future
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
We don’t feel there is anything that could have been done better
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being of independent means meant I needed help to understand and deal confidently with my financial position
How has Kathy Whatmough helped you?
Kathy has always guided me through the various processes - her expertise and attention to detail allowing me to feel confident in the handling of my financial affairs. She is readily available to answers any queries and I would highly recommend her services
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Her level and expertise and attention to detail is such that I do not feel she could do better
Review
by a verified client in Ayrshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to utilise my financial portfolio and to prepare for the future for my children
How has Kathy Whatmough helped you?
Allowed me to better understand and build knowledge on how’s best to prepare for my future.
Have you seen the outcome you were hoping for?
Yes yes and throughout have been kept up to date
What could they have done better?
Nil to date
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment/savings advice needed to get the best returns/growth
How has Kathy Whatmough helped you?
Better understanding of investments/savings which are reviewed annually. Consolidation of pensions and inheritance tax. Explains things very well and very easy to talk too.
Have you seen the outcome you were hoping for?
Yes, good return on investments/savings
What could they have done better?
Very happy with the advice Kathy gives.
Review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Kathy Whatmough helped you?
She’s a good communicator and explains things in a manner that’s easy to understand
Have you seen the outcome you were hoping for?
I feel sure I will in the long term, but obviously market forces have an impact at the moment.
What could they have done better?
Nothing