Reviewed for
Insurance and Protection ( 1 )
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
investment and retirement planning
How has Kathryn Hargrave helped you?
very supportive providing clear advice in all aspects of financial portfolio management
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Kathryn
Kathryn came in to the office to present two financial wellbeing sessions, Kathryn presented in a clear and understandable fashion. This was followed by a 1 to 1 session where again, Kathryn was patient and asked questions to understand the full picture before providing any advice. I would recommend Kathryn.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing a health check of our personal finances after being neglected for some time.
How has Kathryn Hargrave helped you?
Kathryn has helped in making sure we have an understanding of our financial position now and retirement situation and what we can do to help grow. being very busy business owners we have not spent any time on personal aspects and Kathryn grasped understanding of this and guided us well.
Have you seen the outcome you were hoping for?
yes I feel we have the outcome we had hoped.
What could they have done better?
no comment
Kathryn:
Thank you for your kind words, I'm really glad I was able to help give you reassurance getting your finances on track.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and investing proceeds of lump sums
How has Kathryn Hargrave helped you?
Advised on best way to draw down on funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some advice about my pensions as I kept getting correspondence from my pensions companies asking how I wanted to proceed with them. I literally had no clue about what steps to take and in fact really found the whole subject boring but realised I couldn’t keep burying my head in the sand.
How has Kathryn Hargrave helped you?
She explained in simple terms what my options were and even made talking about pensions interesting!.She helped me have a better understanding about pensions and how to make informed decisions about how to move forward.
Have you seen the outcome you were hoping for?
Yes. I feel much more relaxed about my retirement in a few years.
What could they have done better?
In all honestly- nothing.