Liam's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 3 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 6 )
Up to £50k ( 1 )
Review
by a verified client in Nottinghamshire
10 days ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I was looking to draw down on my pension and needed expert advice on the timing of this and tax free allowances
How has Liam Bray helped you?
He guided me through this at a point the markets were in turmoil
Have you seen the outcome you were hoping for?
I believe we made the right decision for me at the end of his investigation and recommendations
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
11 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
To help with my Pension Fund
How has Liam Bray helped you?
He has helped me massively in all aspects of my pension along with trying to help me with another personal situation with his contacts abroad.
Have you seen the outcome you were hoping for?
Yes so far so good.
What could they have done better?
Nothing, So far everything has been great.
Review
by a verified client in Leicestershire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire and Liam's company was my Employer's advisor
How has Liam Bray helped you?
By proving that I could retire early and by arranging my pensions,
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Release funds from my pension to purchase shares in a company.
How has Liam Bray helped you?
Liam amalgamated my pension schemes and help me set a SIP to purchase the shares.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Everything went to plan so nothing
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been using the company for 40+ years
How has Liam Bray helped you?
Continuity of advice from company
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
N/A