Adam's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 3 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 25 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 44 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Repeat review
by a verified client in Dunbartonshire
2 months ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Geddes helped you since your last review?
Adam has kept us up to speed with any updates taking into account the current market trends and global financial swings. Changes in the new labour government and the changes in policies are always a concern for investors particularly when you are retired so to be able to talk to someone who is a professional with the clients interests at heart is always reassuring.
Repeat review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Geddes helped you since your last review?
He is always available to talk and give positive advice.
Repeat review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Geddes helped you since your last review?
Adam has kept to his word in that we discuss my upcoming retirement on a quarterly basis His service is first class and his office staff are always efficient and helpful.. He is under taking a review of my pension at present, including all my income from all sources to ensure that I’m financially in good health in particular during the first 5 years
Repeat review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Geddes helped you since your last review?
Adam always updates me on the market conditions and how the market effects my pension, when ever I have a concern in the short term. Adam always re assures me we are in the the long hall. And he has always been proved right.
Repeat review
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Geddes helped you since your last review?
Same as before tbh