Aimee's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 53 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 16 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 12 )
£100k - £200k ( 12 )
Up to £50k ( 11 )
£50k - 100k ( 5 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension maturing.
How has Aimee Watson helped you?
Aimee helped me consolidate my pensions and take lump sum
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement
How has Aimee Watson helped you?
Explored and analysed all areas of pensions and future incomes and advised with recommendations taylored to my individual circumstances
Have you seen the outcome you were hoping for?
Yes Been retired since jan 2025 and all is good
What could they have done better?
In my experience nothing Very professional All communication, pension and investment advice was excellent
Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest, for my daughters future.
How has Aimee Watson helped you?
Always very professional.
Have you seen the outcome you were hoping for?
Yes, keep up the good work.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for a suitably-qualified financial adviser with expertise in retirement planning, located preferably in the north east.
How has Aimee Watson helped you?
Aimee conducted a review of our finances, including some basic income modelling, and took on the management of a number of funds from our previous adviser.
Have you seen the outcome you were hoping for?
Too early to see outcomes, but initial contact and advice has been encouraging. Hence four stars rather than five so far, pending a developing relationship through retirement.
What could they have done better?
Again, too early to say. Everything so far has been prompt and efficient.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a new advisor in a different geographical area
How has Aimee Watson helped you?
Aimee listened, understood my financial point of view, advised, and took action on my behalf where needed.
Have you seen the outcome you were hoping for?
So far so good. I am happy with Aimee’s advice.
What could they have done better?
I