Testimonials
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Review from Verified Client. Dorset - November 2023
What were the circumstances that caused you to initially look for a financial adviser?
“Oliver provided me with an yearly review of my investment”
How has Oliver helped you?
“Oliver updated me on the market volatility over the past 12-months and recommended altering my level of risk to accomodate my concerns”
Have you seen the outcome you were hoping for?
“Yes”
What could they have done better?
“Nothing to be honest, Oliver was articulate and always explains everything in an easy to understand way – which I definitely need.”
Review from Verified Client. Hampshire - October 2023
What were the circumstances that caused you to initially look for a financial adviser?
“Yes . He has advised me on how best to utilise my savings in topping up my ISA allowance every year”
Review from Verified Client. Dorset - October 2023
How has Oliver helped you since your last review?
“Oliver updated me on the prevailing markets and the current turbulence while providing me with recommendations on how to potentially safeguard my investment.”
Review from Verified Client. Dorset - September 2023
What were the circumstances that caused you to initially look for a financial adviser?
“We have recently downsized our property and hope to be able to draw some income from investing.”
How has Oliver helped you?
“This has not been fully put into place yet but we are very hopeful”
Have you seen the outcome you were hoping for?
“Too early to tell at the moment”
What could they have done better?
“Oliver was great in assisting me to receive a refund from HMRC. He explained the process in an easy and understandable way. I would highly recommend him to all my friends and family.”
Review from Verified Client. Dorset - September 2023
What were the circumstances that caused you to initially look for a financial adviser?
“Planning for the future, I needed help setting up the best option for a personal pension plan.”
How has Oliver helped you?
“Oliver has kept track of my pension plan for a number of years and helped me build the pension up over time.”
Have you seen the outcome you were hoping for?
“Yes, Oliver explained the options for me to get the best out of my pension which will make a big difference to my future.”
What could they have done better?
“Nothing, Oliver has provided excellent advice over the years, he is very easy to talk to and explains things very well and I appreciate his help.”
Review from Verified Client. Dorset - August 2023
What were the circumstances that caused you to initially look for a financial adviser?
“I was told to look up unbiased who got Oliver to get in touch with me because I didnt have a big pension”
How has Oliver helped you?
“Hes helped with everything that was best for me”
Have you seen the outcome you were hoping for?
“Yes and Im happy with the outcome”
What could they have done better?
“Nothing else really”
Review from Verified Client. Dorset - August 2023
What were the circumstances that caused you to initially look for a financial adviser?
“Recent retirement and company pension that asked for financial advisor to be sure of a safe investment”
How has Oliver helped you?
“He was very positive and clear about the best way to take my pension forward and discussed all the options available. He has a very friendly outgoing personality and made me feel at ease with making any decisions.”
Have you seen the outcome you were hoping for?
“It has all been set up for me taking away all the hassle”
What could they have done better?
“Im not a financial expert so I would’nt know.”
Review from Verified Client. Dorset - April 2023
What were the circumstances that caused you to initially look for a financial adviser?
“Was confused over the pension mix I had and what was best for my future.”
How has Oliver helped you?
“Educated me on my pensions, financial security and overall knowledge of investments”
Have you seen the outcome you were hoping for?
“So far, so good.”
What could they have done better?
“Nothing to date. The right level of service.”
Review from Verified Client. Dorset - Feb 2023
What were the circumstances that caused you to initially look for a financial adviser?
“I felt it was time to obtain professional advice on my spread of investments and savings.”
How has Oliver helped you?
“Oliver gave advice which was clear and concise. He has helped to clarify the way forward for the best returns and gave me confidence in his approach.”
Have you seen the outcome you were hoping for?
“The advice has given me the chance to improve my income from savings which was definitely the object of the exercise.”
What could they have done better?
“Ncannot see how there could be any improvement in Oliver’s approach.”
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