Local Financial Advice Financial Service in Otley, Pool in Wharfedale

Reviews

1. duck do ★☆☆☆☆

   Boy do I regret using these people. They have a button on their page to ‘choose your advisor’ which I expected to take me to profiles of IFSs from which I could choose - wrong - it just gives these people carte blanche to constantly call, message and generally irritate. I’ve barred 4 different numbers and still they call using a different number. Getting rid of a serious social disease is easier than getting rid of these people. Be warned

   almost 3 years ago
2. Sarah Edge ★★★★★

   Friendly, helpful people in the minefield of pensions! Thank you for finding a contact for me

   almost 4 years ago
3. Sarah Newby ★★★★★

   Great service. They were able to put me in contact with a local IFA extremely quickly. The service received from my IFA was very professional and useful for my pension needs.

   almost 4 years ago

1. Andy Green ★★★★★

   Excellent service, didn’t know how or where to start with investing but was given direction, advice and follow up calls. Very happy with the service provided.

   almost 4 years ago
2. Alive & Kicking (The Stoat) ★☆☆☆☆

   Made the mistake of enquiring with this company to, at some point, advise me on the numerous pensions I have in various places. They tried to call me almost immediately and it was then I realised my mistake: I then had 3 or 4 calls whilst at work, several voicemails dozens of text messages and then the emails started flooding in pestering me. This is NOT the service putting you in touch with local financial experts it purports to be - it is a deceptive spamming and scamming company that will pester and harass you until you block their number. Avoid giving them your details at all costs!

   more 7 years ago

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