Testimonials

What Customers Say

What were the circumstances that caused you to look for a Financial adviser?

I had a number of frozen pensions and needed advice on what to do to get the most from them.

How did Michael help you?

. . .

Advice: Service: Value:

He suggested moving them all into one account. After discussing my fears and concerns regarding investment, We agreed on a course of action to maximise my returns.

What is your current situation? Have you seen the outcome you were hoping for?

Yes, so far very pleased.

What could they have done better?

I feel Michael did everything that he promised, however at times he could have kept me informed as there were some delays before everything got implemented.

Review from verified client

What were the circumstances that caused you to look for a Financial adviser?

. . .

Advice: Service: Value:

I was looking for a trusted financial advisor to help with savings and investments, along with long-term financial planning for my family.

How did Michael help you?

Mike helped in every way, first discussing my situation, ascertaining my appetite for risk and then providing a range of options.

What is your current situation? Have you seen the outcome you were hoping for?

Yes. Mike was excellent in every respect. I couldn’t fault him. I couldn’t recommend him highly enough. Mike made the whole process easy and carried out his work efficiently and expertly.

What could they have done better?

To be completely honest, I am totally satisfied with the service.

Review from verified client

What were the circumstances that caused you to look for a Financial adviser?

Advice: Service: Value:

. . .

We had some money we were looking to take an income from and needed to find the right solution for us.

How did Michael help you?

Mike found the right way for us to achieve our goals in the best way.

What is your current situation? Have you seen the outcome you were hoping for?

We have been receiving an income from the money we invested for over a year now an have actually increased the capital as well so very happy with how it is going.

What could they have done better?

Nothing Mike made it very easy for us to get through the whole process.

Review from verified client

Above are some of the Testimonials we have received via VouchedFor so they are totally independent reviews. We have many more happy customers so please check out each Vouched For on the Financial Advisors page.

The information provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.

This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. 

Prospect Tree Financial Services Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643. 
Prospect Tree Financial Services Ltd is Registered in England and Wales under reference 06755965.