Independent Financial Advisor Reviews
Choosing a financial adviser is an important decision. At our reviews centre you can read unbiased reviews about local IFAs to help you make better choice. If you are already a client, share your positive or negative expirience with others by writing an independent review about your IFA on our board.
My pension provider recommended that I take advice before I retired so as you do I started by using the internet to research local financial advisers. Trent River Capital stood out as perhaps the firm to use I called them up and had an appointment booked straightaway the adviser I spoke to
I decided to plan my retirement later in the year and needed a Financial adviser I chose Rod and his company Trent River mainly because of his reviews and the fact he had been advising for over 30 years his fees were reasonable and he was easy to talk too ,he was a good listener and his experience
Rang twice never called perhaps I did not have enough money
Rod has managed my investments since 1992 when I retired from Royal Doulton in Burslem he has contacted me regularly and continued to make my funds grow I would recommend him to do the same for you.
I had three pensions of which I needed to obtain advice I contacted Trent River Capital who offered to see me without cost and to explain my options they went through things at my own pace and explained before I committed the costs to do the work I have been very satisfied overall and would
James gave me very good advice on how to consolidate and invest my pensions to achieve my goals. The advice was detailed and very competitive. I left the initial meeting feeling confident I had found the right financial adviser and have been happy with results so far. I had seen a number of
We were both very new to the world of finance, and had very limited understanding of mortgages. Ash has been fantastic, taking time to explain the whole process and all the products available in detail, and we were so impressed, we have also used his services for our mum. We would definitely
NorthStar have proved to be an excellent Wealth Management company. They provide regular updates on current issues that do and could affect personal finances, are always available and return communications quickly. We have been very pleased with NorthStar and highly recommend them.
Friendly and professional in their approach, they give excellent advice and are proactive in managing our investments to ensure that the return is maximized. I would highly recommend the business to offer advice and manage savings and investments, tailoring them to suit your own personal needs
Excellent service as always and we felt Rebecca went the extra mile to find us the right cover
James did a full analysis of my existing pensions, took time to understand my goals and constraints and clearly explained the benefits of my existing pension providers compared to the new, proposed provider. He is clearly very knowledgeable and diligent.
I spent 2 hours talking to Mark about my retirement options. He was very honest in his assessment of the options available to me. He carried out a survey of all my different pension schemes and also a questionnaire to assess how risk averse both my wife and I were. At no time did he try and
I have been left a small inheritance and wanted sound advice on all options available to put the money to work in whatever area would suit my needs the best. Duarte was very thorough covering many different options, and assisting me to make decisions to either eliminate or probe further into
After recently changing jobs I decided that it was time to get my numerous pensions in order rather than having them spread out. After discussions with Trent River they put a plan together for me explaining my options whilst answering my numerous questions. Once we agreed on a way forward,
Excellent service. Like the professional approach of NorthStar. They give you detailed information on the services you are looking for and do not push for any products or options they provide. They let you make an informed decision. Very impressed with their style of working. Would highly recommend
My wife and I saw Paul Hill at CFP to arrange our re-mortgage back in April 2018. From the initial contact we felt we were in safe hands. Paul took the time to understand our situation and he provided several options that were realistic. The mortgage product and accompanying insurances we opted
Since seeking the advice of Tony in 2002 my faith in Financial Advisers has been restored. He is courteous, knowledgeable, efficient and above all listens and offers wise counsel. I have had no hesitation in recommending his services to friends.
James very clearly set out the options open to me to enable me to choose the best option for my circumstances. He took time to explain anything I didn't understand... This is the beginning of the journey but I feel confident that James' advice has started me on the right path to make my money
James went through all my current pensions, capital and income. Provided extensive reports on my current situation and how to improve it to reach my desired pension income... His level of expertise and detail were exceptional. Any questions always answered thoroughly.
Rod understood my concerns and needs very well.He is also very patient and reassuring and allowed me to go through the whole process at my own pace which I found very helpful and refreshing. I learnt a great deal about how to invest my savings for a better return and now feel much more prepared
James has been very helpful. His professionalism and friendliness have been fantastic. His advice was spot on and I'm very happy with his recommendations.
James Thompson made all of our investments and pension advice easier to understand and was happy to go over some parts again and answered all of our questions making it less stressful, all in all a very professional experience.
James gave me clear advice and listened to my needs. I would recommend him and NorthStar as a professional business that made the other financial advisors I saw seem like second hand car dealers expecting a huge fee for little work. Thank you NorthStar and James.
I have found NorthStar advisers to be very friendly and they explained everything in plain English. They will explain anything as many times as you need them to and they do not make you feel silly for asking again. I just want to say a very big thank you to the team.
We were given advice in a language we could understand and relate to.
Friendly, efficient, professional service.
I was drawn to NorthStar by your professional website having not previously encountered the name. James was friendly & professional which was the reason for selecting your service over a competing advisor. I now look forward to achieving a mutually profitable relationship.
Rod understood my concerns and needs very well and was very thorough. He is also very patient and allowed me to go through the whole process at my own pace which I found very reassuring helpful and refreshing. I learnt a great deal very quickly and now feel much more prepared for the financial
Mr Hopkins was very knowledgeable in respect of the products available and particular to my circumstances, and was very exact when explaining the details of the advice applicable to my requirements. I am very happy with the overall service and the cost/charges involved.
First class service. Being updated weekly via email was very useful, it saved on phone calls to find out information, I knew exactly what stage the project was at. I never had to chase up James, he always responded very quickly to any queries I had. James provided an excellent service and I
Bit difficult to assess value for money at this stage; similarly with objectives. In terms of customer service I would only give top marks. The advisor was friendly, professional and most important of all, not for one minute condescending. Having seen another advisor once before and not taken
Rod explains financial complexities at our level of understanding. He always ensures that we have enough information to make good decisions about our finances. He has worked with us for over 10 years and has never let us down with his company’s offerings.
Rod has provided me with all the financial advice I have needed over the last four years since my retirement with regards to my pensions I would have been considerably worse of today if I had not chosen him as my adviser I look forward to our relationship continuing and have peace of mind knowing
Great meeting. Good explanation and everything explained clearly. So refreshing not to have a car sales style first meeting. Thank you.
The NorthStar team was very friendly and professional throughout the whole process. I was very impressed with the high level of communication and regular updates I received. Have already highly recommended NorthStar and will use them again in the future.
I was very impressed by the approach and quality of the work and advice given. I will continue to maintain contact with the company.
Early days but so far so good. Have already recommended NorthStar to friends.
All that I could have wished for. Regular updates on progress were greatly appreciated.
Very pleased with the service I have had.
I knew what I wanted to achieve but had no idea how to go about it! James came and sat down with me, assessed my needs and my current situation and then explained all of my options to achieve what I set out to do. It is now all done and it was painless! I would recommend to anyone.
NorthStar has been wonderful. Our financial advisor has very good communication skills and seems extremely knowledgeable.
James from NorthStar has been very helpful in providing me with financial planning advice in a friendly & professional manner. I have acted upon his advice & am very happy with the products he recommended. He certainly knows his stuff.
Did what most others would not and listened. He is the only adviser I have had who I believed had a grasp of my aims. I have the house I wanted and for once feel that my pensions are working as well as they might given external factors. Just remember that small things may not seem important
The service provided by NorthStar's adviser was done in a very professional and friendly way.
The service provided by NorthStar was excellent. I wanted to review the performance of an old pension fund. James was very approachable, explained all my options very clearly and I felt confident that he fully understood my objectives. I received regular progress updates and was pleased with
I found the advice that NorthStar gave to be very helpful. It covered all the necessary points and demonstrated a good working knowledge. Following the work carried out by NorthStar, I now have the confidence to retire, knowing that my pensions and investments are being proactively managed.
Excellent service with some very good ideas and well put over.
Very impressed with the warm, professional service. Everything from the personal contact to all the literature and website has been of the very highest standard. Will be recommending your company to friends & family.
NorthStar have been extremely informative throughout the whole process looking in detail at my finances, looking at ways to save and I have happily invested money on their wise advice. I feel confident in their abilities and look forward to seeing the progress moving forward.
NorthStar were very helpful in guiding us through the auto enrolment process. I wouldn't hesitate to recommend them.