Claire's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 5 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Merseyside
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial situation needed a thorough review
How has Claire Haggerty helped you?
Claire offered me some great advice and opportunities to compliment my finances
Have you seen the outcome you were hoping for?
We are at the early stages at present but already her advice has beeb extremely valuable
What could they have done better?
As yet no complaints whatsoever
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy
How has Claire Haggerty helped you?
Excellent product knowledge and superb service throughout
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Review
by a verified client in Merseyside
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make a will outVery helpful
How has Claire Haggerty helped you?
Very helpful and advising us on all aspects of a will
Have you seen the outcome you were hoping for?
Yes I’m very pleased with the services highly recommended
What could they have done better?
No nothing everything was clear
Claire:
Hi, Thankyou for leaving a review! We hope to work with you again. :)Review
by a verified client in Merseyside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Protection for my children
How has Claire Haggerty helped you?
Excellent and clear advice
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Claire was amazing made us feel at ease and communicated with us at every step
Claire:
Hi, Thankyou for leaving a review! We hope to work with you again. :)Review
by a verified client in Merseyside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting closer to retirement and wanting to know the options
How has Claire Haggerty helped you?
Given me sound reliable and honest advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Claire:
Hi, Thankyou for leaving a review! We hope to work with you again. :)