Georgina's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 14 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
Repeat review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Georgina Wright helped you since your last review?
Still continued to advice us how to manage our finances & Portfolio. Her knowledge of Investments is first class. We still have total confidence with her recommendations.
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?
Saving for retirement
How has Georgina Wright helped you?
Georgina has provided advice on investments, and has also kept track of existing investments and exposures.
Have you seen the outcome you were hoping for?
Yes, insofar a it is in anyone's control.
What could they have done better?
n/a
Georgina:
Thank you for the kind review. It is always a pleasure working with you.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?
I was planning to retire before my state pension age , and wanted to have professional advice on my options.
How has Georgina Wright helped you?
Georgina initially looked at my existing pensions, and then gave me options that I could take. Based on this advice, I felt a lot more confident about how I would fund my retirement. She was able to show when taking retirement at different ages, what effect this would have on my pensions savings, so this enabled me to make an informed decision of when I could take early retirement. ,
Have you seen the outcome you were hoping for?
Very happy with the arrangements that Georgina has set up for me, that will see me through my retirement.
What could they have done better?
Struggling to think of what could be done better, from what I consider an excellent service.
Georgina:
Thank you so much for the review. It has been a pleasure to share this journey with you.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?
To advise on optimum investments strategies to minimise IHT and maximise the residue estate for remaindermen
How has Georgina Wright helped you?
In constructing a portfolio to meet my needs
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I’m not aware on any improvements.
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?
coming up to retirement i needed to ensure my pension pot was invested to ensure i achieve monies in my retirement
How has Georgina Wright helped you?
she has advised me successfully in Financial Planning and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Its a difficult one to answer as i have been very happy with the outcome to date