Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor performance of previous provider, lack of personal interaction
How has Deborah White helped you?
By addressing the above
Have you seen the outcome you were hoping for?
Working on it regarding returns on investments
What could they have done better?
It’s been a difficult couple of years, I am not sure they could have done better?
Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement, and retiring.
How has Deborah White helped you?
Extremely helpful with all aspects of pension arrangements to maintain our quality of life in retirement.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Lancashire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was divorcing needed advice off a strong compassionate woman and that was Deborah.
How has Deborah White helped you?
She has helped me with my finances & pension development and also become a friend.
Have you seen the outcome you were hoping for?
My finances are growing in the right direction.
What could they have done better?
Nothing as my Finances have been guided by my attitude to Risks
Review
by a verified client in Lancashire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known Deb for a lot of years and she had always been my go to person for al types of financial advice.
How has Deborah White helped you?
Always been there for my financial needs over 30+ years
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Everything perfect