Kathryn's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 7 )
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 ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in North Yorkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and consolidation of various pension funds.
How has Kathryn Hargrave helped you?
Provided continuing advice on pension investments and financial planning in retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We think the service provided by Kathryn and her predecessors from Armstrong Watson has been excellent.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for professional guidance on managing my pension
How has Kathryn Hargrave helped you?
Kathryn has provided focus and challenge to my situation and requirements. Kathryn has also given me peace of mind that my overall strategy is sound.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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?
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
4 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
4 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.