Trusted Advisor レビュー 37

I gave up, their emails are 'no reply' and there is no contact number on the website. So hard to re-organise appointments. I opted for more professional advisors.

Good advice but not the right time for me

Great advice from Elliot, I'll be discussing more with a financial advisor this week, arranged by Elliot!

Thanks you found me an excellent financial advisor.

Thanks for recommending James - He fitted the brief very well

Put me in contact with a great Financial adviser.

Cold call and I didn’t fit their criteria……….

Meeting scheduled and no one turned up - poor

Temi, made it very clear to me how the process would work. I wouldn't hesitate to recommend anyone who wants to explore their financial options without obligation. Temi arranged my meeting with an advisor and everything has gone great so far.

Temi have been very helpful to make sure a meeting was setup and meeting links are working and available. He even checked on the morning to make sure I had everything to hand.
A+++

Early days, initial call was professional and information gathering. Next stage is initial complimentary video call with an advisor in my area. So let’s see how that goes.

Sorted an appointment out. Ensured links were sent and received.

Good initial meeting - lots to ponder

These guys came up on a Facebook ad which I usually ignore, but there was something different about them that interested me. They are pretty new but their marketing material had some interesting and useful ideas. Temi contacted me and took me through the process and matched me up with a suitable advisor. Because they are new they are not quite slick and polished yet but I'm sure they will get there, hence the 4 stars. Good luck to them.

Nice guy, very professional

Organised and accurate

Timi explained the process very clearly and arrange an appoint to suit me and with an Advisor that would suit my needs. I would have no reservations to recommend this company.