Guy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£50k - 100k ( 1 )
Review
by a verified client in Hampshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally to ensure the money works for me - and not the other way around
How has Guy Campbell helped you?
Advice received is planned, well thought through and balanced
Have you seen the outcome you were hoping for?
So far - yes
What could they have done better?
Not sure, my partner and I have never had cause to disregard advice given, despite not always taking it eg exactly where to invest varying amounts of available cash.
Review
by a verified client in Berkshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning, investments and tax advice.
How has Guy Campbell helped you?
Production of a financial planning report individual to our needs.
Have you seen the outcome you were hoping for?
We have a clear financial plan now and have proceeded with some of the suggestions and are considering the others
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Most recently my concern has been with a pension income although in the past the need has been with investments and financial planning prior to retirement.
How has Guy Campbell helped you?
With colleagues was helpful and understood my personal situation.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Noting really
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Always had a Financial Advisor,on this occasion required advise on State Pension payments.
How has Guy Campbell helped you?
All very satisfactory all question answered and understoodl.
Have you seen the outcome you were hoping for?
Still ongoing.
What could they have done better?
Very little he covered everything I was enquiring about.
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and pensions.
How has Guy Campbell helped you?
Gave invaluable advice about the best product for us and explained everything clearly and concisely.
Have you seen the outcome you were hoping for?
We are happy with the pension arrangements following his advice.
What could they have done better?
Nothing