Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 43 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 18 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 27 )
Financial Mentoring ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 9 )
( 1 )
Review
by a verified client in Middlesex
a day 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
3 days 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
3 days 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
7 days 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.
Review
by a verified client in London
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I strongly believe in getting professional advice for important financial planning.
How has Guy Freeman helped you?
He gives me an annual review of my pension arrangements and is on top of the many changes that the government are implementing in this complex field. In particular, he realised that there was an opportunity to increase the amount of tax-free cash that I was entitled to.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, as far as I am concerned