Natalie's reviews
Reviewed for
Pensions ( 10 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Hampshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
general financial advice
How has Natalie Kempster helped you?
gave appropriate guidance
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest
How has Natalie Kempster helped you?
Natalie has been extremely helpful in advising me on maximising the returns on my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have been extremely happy with the advice
Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company pension scheme being wound up
How has Natalie Kempster helped you?
Keeps me informed of current activity, why they make the choices they do and what my likely outcomes will be now and in the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very happy with the service
Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Time and expertise
How has Natalie Kempster helped you?
Sound advice delivered in a professional and clear way
Have you seen the outcome you were hoping for?
Pretty much
What could they have done better?
Reduced my fees - especially as I am now retired
Review
by a verified client in Oxfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband ,now deceased, were transferred to this company and adviser after the retirement
How has Natalie Kempster helped you?
Natalie is always makes things clear with her financial advice and everything I need to know is covered.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Given the circumstances of my husband's death at the start of Covid I do not think that Natalie could have done and better than she has.