Natalie's reviews
Reviewed for
Insurance and Protection ( 76 )
Mortgages ( 5 )
Pensions ( 193 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 6 )
Investments and Savings ( 144 )
Pension Transfers - Non Specialist ( 49 )
Inheritance Planning ( 32 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 94 )
Financial Mentoring ( 19 )
Financial Coaching ( 17 )
( 3 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 39 )
£100k - £200k ( 25 )
Up to £50k ( 35 )
£50k - 100k ( 23 )
Review
by a verified client in Durham
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some investments and ongoing business advice I needed.
How has Natalie Turner helped you?
She helped with corporate investments, personal investments, pensions and pension transfers.
Have you seen the outcome you were hoping for?
Yes. Naturally as an advisor she can't influence the market but the advice she gave was sound.
What could they have done better?
Nothing
Review
by a verified client in London
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest and plan for the future
How has Natalie Turner helped you?
Advice on appropriate levels of insurance protection, pension and investments to support my current and retirement needs. Regular reviews to adapt my position as needed.
Have you seen the outcome you were hoping for?
Yes, I feel I have appropriate protection and saving and investment plans for now and the future.
What could they have done better?
All good
Review
by a verified client in Hampshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy payment
How has Natalie Turner helped you?
Provided advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Tyne and Wear
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a pension
How has Natalie Turner helped you?
Natalie has set everything up for me, and has provided reviews and advised on changes and other actions I should take
Have you seen the outcome you were hoping for?
Yes, so far so good
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on investing NHS pensions
How has Natalie Turner helped you?
Natalie has been amazing at guiding me to invest my pensions in a way that I am comfortable with.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing