Reviewed for
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
Review
by a verified client in Cornwall
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to simplify and consolidate our investments.
How has Sarah Rush helped you?
Sarah liaised with our former investment managers to insure a smooth transfer of our funds to a single provider and helped us to appreciate the need to invest with a medium and long term strategy in mind..
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing!
Sarah:
Thank you for the glowing review! We're delighted that you're happy with our service. Your feedback motivates us to keep delivering the best experience possible.Review
by a verified client in Hampshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a pension portfolio.
How has Sarah Rush helped you?
Sarah's approach is the perfect blend of understanding individual needs combined with a considered approach to investment planning.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
Sarah:
We appreciate your kind words and 5-star rating! It's wonderful to know that our efforts meet your expectations. If there's anything else we can do for you, please don't hesitate to reach out.