Carl's reviews
Reviewed for
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
Review
by a verified client in Wrexham
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had to give up work to look after my wife and needed to clear some outstanding finance
How has Carl Mba helped you?
He's helped me access my tax free pot from my pension and reinvested the remaining funds
Have you seen the outcome you were hoping for?
Yes and very happy
What could they have done better?
Carl was very understanding about what i wanted to do and advised me on my best options to gain the right outcome
Review
by a verified client in Denbighshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice on my pension
How has Carl Mba helped you?
Carl met with me at my home, he went through everything with me , making it easy for me to understand. After having all information required, he then drew up a plan for me to go ahead with what was needed .
Have you seen the outcome you were hoping for?
Very much so .
What could they have done better?
Nothing.
Carl:
Thanks for taking time to leave me a review, Helen! It was a pleasure and I look forward to working with you over the coming years. Many thanks CarlReview
by a verified client in Conwy
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to withdraw 25% from my pension
How has Carl Mba helped you?
Carl was very friendly and proffessional, explained all stages and options thouroughly and easy to understand. Was very good at putting me at ease.
Have you seen the outcome you were hoping for?
The outcome was everything i hoped for.
What could they have done better?
I have no complaints at all
Carl:
Thanks for taking the time to leave a review Andrew. It was a pleasure working with you! As you know, I'm on hand should you need anything moving forward. Best, CarlReview
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring funds from a pension
How has Carl Mba helped you?
He has managed all the interactions with the pension company. Continually followed up on each stage, and escalated the process where necessary Provided very clear information and up dates on progress
Have you seen the outcome you were hoping for?
Yes in the end every thing worked out exactly as Carl outlined, despite the delays caused by the pension company
What could they have done better?
The pension company should have been more proactive As for Carl he did every he could and more to conclude the process
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring pension
How has Carl Mba helped you?
Carl has transferred my pension and explain everything in detail I feel very reassured by his friendly but professional manner and nothing was too much trouble. Thanks again Carl
Have you seen the outcome you were hoping for?
Yes and will definitely use Carl in the future financial advice
What could they have done better?
Nothing I would highly recommend Carl