Alison's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 55 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 19 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Suffolk
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted someone to look at and combine my pensions
How has Alison Tyne helped you?
Setting up and advise on the various pension options that would suit me best.
Have you seen the outcome you were hoping for?
Yes. Obviously investing in stocks and shares can go up and down but overall very good.
Alison:
Dear Paul, Thank you so much for taking the time to write such a kind review it is so appreciated. It is always a pleasure catching up with you and Michele and hearing about your retirement plans.Review
by a verified client in Essex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In order to navigate the difficulties of getting understable advice with securing my pension.
How has Alison Tyne helped you?
She has regularly kept me updated and made herself available when I required additional action taken.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing so far.
Alison:
Thank You Debra for taking the time to write such a nice review it is so appreciated. Always lovely to catch up with you and look forward to helping you for many years to come.Review
by a verified client in Essex
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamation of pension pots into a S.I.P.P
How has Alison Tyne helped you?
Clear, concise advice regarding my financial planning
Have you seen the outcome you were hoping for?
So far, very much so.
Alison:
Dear Andy, Thank you very much for taking the time to write such a lovely review. It is so appreciated and always nice to know clients feel confident with their retirement and future plans.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions which I was considering combining and was seeking advice as to the correct path to take My neighbour was a client of and recommended I speak to your area advisor
How has Alison Tyne helped you?
Since Alison took over my account your previous advisor having retired my initial concerns with a new advisor have been dismissed Alison having provided top quality advise (particularly when it came to my taking cash from my pension fund} Alison has always provided first class service and advice when I have needed it {such as how to use your system}
Have you seen the outcome you were hoping for?
Yes I am particularly satisfied with the funds performance since inception
What could they have done better?
I have no criticisms overall I am very happy with all aspects of the service provided by Alison
Alison:
Dear John, Thank you very much for taking the time to write such a kind review. It has been a pleasure helping and advising you over the last few years and our meetings are always so enjoyable. Looking forward to advising you for many years to come.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure that I am following a sensible financial course and plan for the future.
How has Alison Tyne helped you?
Alison has guided me to achieve the section above.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't think so.
Alison:
Dear Martin, thank you so much for taking the time to write a review. Your kind comments are much appreciated and I am delighted that you are happy with the service and advice. I always enjoy our meetings and catching up with your plans and hope to for many more years to come.