Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£50k - 100k ( 2 )
Client reviews
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Recommendation that there was excellent help available.
How has Kathryn Hargrave helped you?
Provided me with additional support and advice on how to best make both my income and savings work for me now and in my future. Helped with my financial planning for my future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, all areas covered perfectly.
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I was uneducated in my Pension provision and needed to take control of my finances and move to a better structured arrangement, and also get the best advice on some investments.
How has Kathryn Hargrave helped you?
Kathryn was very thorough in explaining details to me in a way that I could understand, and when I needed pushing she was able to keep momentum up as sometimes other things can get in the way of dealing with such matters. We had regular meetings and I always felt that I was being given the best independent advice which was also personalised to my circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
First impression from a user who is not yet a client
March, 2024
Overall
Please provide a brief comment about your experience with Kathryn
I was 100% delighted with the service I received from Kathryn. I experienced a professional, thorough, friendly and approachable service to what I thought as a complicated question. I would have no hesitation in using this company again and I am extremely grateful to Kathryn for her help and advice.
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Kathryn
Kathryn came across as friendly, interested, professional and dealt with my query quickly, thoroughly and I felt very assured with her advice.