Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 43 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 19 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 28 )
Financial Mentoring ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 9 )
( 1 )
Review
by a verified client in Buckinghamshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After my partner died needed help from a financial adviser
How has Guy Freeman helped you?
Guy had helped me with my financial planning giving sound advice.
Have you seen the outcome you were hoping for?
The world has gone a bit crazy and unpredictable, Guy has helped to navigate the system.
What could they have done better?
Consistent sound advice weighing up the pros and cons.
Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I just wanted to ensure that my savings were being dealt with correctly
How has Guy Freeman helped you?
He has readsurred me that he is advising correctly
Have you seen the outcome you were hoping for?
Yes all ok
What could they have done better?
No problem
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General financial advice and investments
How has Guy Freeman helped you?
Guy Freeman has not only helped me with my investments but also provided invaluable advice regarding my adult children.
Have you seen the outcome you were hoping for?
More or less. I would have hoped for a higher return on my investments but I accept there is much uncertainty in the markets at the present time.
What could they have done better?
Nothing. I am very satisfied with Guy Freeman’s financial advice.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To monitor financial affairs
How has Guy Freeman helped you?
Keeping control of investments, recommending change where necessary
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Being mind readers and able to see into the future
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a financial advisor to manage a separate "stand alone" pension fund I had built up.
How has Guy Freeman helped you?
The separate pension fund he has managed has increased in value substantially over the years and he will advise me how best to draw down on this fund in the most tax efficient way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of.