Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 19 )
Financial Mentoring ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 8 )
( 1 )
Review
by a verified client in Berkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was introduced to Guy by my employer in 2012, and have been working with him since then.
How has Guy Freeman helped you?
Guy helped me move a number of smaller pensions into the Elevate scheme, and has continued to provide good advice.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term client of the company
How has Guy Freeman helped you?
Simplifying financial language. An understanding of what I require from the service.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think so.
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?
PENSION
How has Guy Freeman helped you?
YES
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NO
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The dawning realisation that I lacked expertise in the investment of surplus income and as a self employed solicitor in the creation of a pension pot for my retirement.
How has Guy Freeman helped you?
To develop my understanding of investments generally and the creation and monitoring of my pension pot.
Have you seen the outcome you were hoping for?
This is a work in progress but so far "yes"".
What could they have done better?
Impossible to say but to date I've been happy with the advice I've received over the years.
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I got divorced I needed an advisor
How has Guy Freeman helped you?
With all my financial affairs in the best way
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No