Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 29 )
Pensions ( 43 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
Up to £50k ( 12 )
£50k - 100k ( 7 )
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating
How has Rebecca Harbrow helped you?
Navigate complexity
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Rebecca:
Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services LtdRepeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Harbrow helped you since your last review?
Easy to contact, efficient and friendly
Rebecca:
Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services LtdReview
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Rebecca took over from my adviser who retired.
How has Rebecca Harbrow helped you?
Thorough review of all my finances to maximise returns.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They couldn't.
Rebecca:
Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services LtdReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Rebecca Harbrow helped you?
She has helped give me financial security.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Rebecca:
Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services LtdRepeat review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Harbrow helped you since your last review?
Rebecca keeps us informed about the growth of our porfolio and methods to help with tax efficiency annually and as needed.
Rebecca:
Thank you for your review, I really appreciate the time you have taken to complete this. Best wishes Rebecca Harbrow Blue Heron Financial Services Ltd