Adam's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 1 )
Investments and Savings ( 3 )
Inheritance Planning ( 3 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Bristol
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed up to date information and advice on reducing my inheritance liability.
How has Adam Carson helped you?
Adam was very thorough with excellent information, of which I followed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We benefit from a lumpy source of income and have a couple of children so wanted to ensure that we had in place the most appropriate structure to manage those constraints and to plan for our retirement.
How has Adam Carson helped you?
Adam has been very good at helping us to structure our financial affairs to deal with the above and the various changes in plan along the way.
Have you seen the outcome you were hoping for?
In short - yes - so far!
What could they have done better?
N/A
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold Cyclescheme Ltd. in 2011
How has Adam Carson helped you?
Adam has given me confidence in ABDRN in so much as other close friends have now left in favour of other FAs. Adam gives solid advice and weights it to suit my knowledge. I appreciate a lot goes on behind the scenes and I feel that Adam updates me with all the important news.
Have you seen the outcome you were hoping for?
Yes, certainly following recent forcasts
What could they have done better?
ABDRN used to send me reams of useless printouts which was VERY annoying as they spread them out over individual envelopes. I know others who have criticised ABDRN for taking ages to respond but I have no such complaint with Adam who has always answered my queries promptly
Review
by a verified client in Bristol
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had never utilised a Financial Advisor before and I was looking to better invest savings and pension.
How has Adam Carson helped you?
After meeting Adam, he was able to quickly and clearly explain the best course of action to better invest my savings and pension.
Have you seen the outcome you were hoping for?
Yes I have.