Trusted Advisor レビュー 37

Temi was polite and friendly. He understood y requirements and the advisor I was put in contact with was very professional

Temi has been great in connecting me with a finance professional. Process smooth & efficient, I would highly recommend & thank you.

I had a great experience with Trusted Advisor. The process of connecting with a qualified financial expert was smooth and efficient, and the advice I received was clear, personalized, and genuinely helpful. I felt supported throughout, and I’d definitely recommend their service to anyone looking for trustworthy financial guidance.

I had a wonderful experience meeting with an advisor who took the time to clearly explain how my personal situation could affect my investments. They were patient and thorough, making sure I understood every step. I left feeling much more confident about my financial decisions and would highly recommend their guidance to anyone seeking personalized advice.

A clear explanation of what the advisor will review and explain

I’d avoid these guys. The fact that there’s only 11 reviews on here and they have Trustpilot ALL over their insta marketing tells a story itself!
I followed up, gave some details, and never heard back from them. Draw your own conclusions!!!

UPDATE : the response below is just not true. I do not have a follow up appt. Don’t believe it!

They had an ad come up on Facebook.

You have to give some essential information for them to follow up, then click on download.

Well nothing happened.

Simply created worry that they are scammers, now armed with email address, phone number, home address.

Blocked and reported on Facebook.

Updated after correspondence: they were nice and helpful and very quick to respond to my wobble about divulging information and seeming to get nothing back.

I am changing the star rating to 4 out of 5. I am holding back one star because I think they need to be more careful themselves with how the Facebook platform functions for them.

It uses up an incredible amount of time and emotional energy when these things glitch at all.

Glad to say that this time I seem to have had a safe landing.

Trusted Advisor has been brilliant! From Consultation to finding an advisor and discussing my various financial goals, the process has been easy and not overwhelming, as I am not the most financial or money-minded person, but wanted more control & understanding of my options & direction.

Fantastic company that matched my needs with ease.

Tim did an amazing job for us here. The process was super easy & Tim couldn’t have been more helpful! I would recommend Trusted Advisor to anyone!!

This is a refreshing approach for anyone looking for a financial adviser. I particularly appreciate the option to ask for more alternative investment options and the ability to book a meeting directly. Beats having to take (and constantly miss) incoming marketing calls!

Working with Trusted Advisor is so easy, and the process is really straight forward. My advisor Steven was great and very clear in his advice. I’d recommend Trusted Advisor to everyone!

The process for really easy and Dominique was friendly and knowledgeable. I'd recommend trusted advisor to everyone.

An intuitive and straightforward process from start to finish. My adviser Simon was competent and knowledgeable, and I would recommend trusted advisor to anyone as a great way to meet your financial goals

Found Trusted Advisor online and always wondered if having an adviser would be beneficial for me - turns out the answer is yes! Such an easy process, I really like my adviser Dominique, would recommend to anyone who thinks they might need financial advice.

High quality service from start to finish. Will highly recommend to friends and work colleagues.

Very smooth booking process. Very helpful. Came across accidentally and found the page very insightful to start thinking more about my personal wealth.
Met with a great adviser Paul.