Universe Financial Advice Opiniones 

25
TrustScore: 4.5 sobre 5

4,7

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Highly recommended Taylor for the awesome job he has done. Explains everything very easy and breaks it all down so I could understand everything that was happen. Also I didnt have to do alot which alw... Ver más

Valorada con 5 estrellas sobre 5

We would highly recommend Taylor, his advice and support has been greatly appreciated. He explains things in a way that is clear and easy to understand. Communication has been excellent and Taylor k... Ver más

Valorada con 5 estrellas sobre 5

Taylor has provided me with great advise tailored my specific needs. He has helped me sort pout both my company and personal pensions as well as provided financial advise for my savings. He's always h... Ver más

Valorada con 5 estrellas sobre 5

Working with Taylor has been a revelation. In a few months he has scooped up all my pensions (including one I didn't know about), sorted out some errors and set a forward path where I finally know wh... Ver más

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4,7

Excelente

TrustScore: 4.5 sobre 5

25 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,7

Todas las opiniones

(25)

8 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

The Best Advice

I wasn't sure that I had the right level of insurance cover to support the needs of my changing family set up. Taylor was great and completed a thorough assessment of what cover I had and what the potential gaps were. Afterwards I felt really confident that the level of protection I already had was actually pretty good with some small additions. I found he was really approachable and his attention to detail is excellent. It has been great to know that I have someone that I can rely on for my own financial advice but also who I can recommend to friends and family.

5 de julio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent well informed advise

Excellent, well informed advise that is tailored to my needs and future financial wellbeing. Taylor and the team at Universe Financial Advice have diligently suggested new products to maximise my investments and pensions, whilst taking advantage of various tax savings approaches. They also recommended various life insurance policies and protection to best suit my needs and lifestyle. I cannot fault the quality of service and advice I have received thus far and would have no constraint at recommending them.

5 de julio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Wonderful!

I have only positive things to say about Taylor and Universal Financial Advice. I wanted to set up a private pension, but had no idea where to start. The advice I received was comprehensive, informed, and delivered in a way that I understood without it being patronising in any way. Taylor kept me updated of the progress throughout, and I feel very satisfied with the advice and subsequent pension set up for me as a result. I feel I am saving the amount that is right for me - I am still able to live the life I want to live now, and feel comfortable I am investing my money in the most appropriate pension for me and my future. Taylor took the time to get to know me and my circumstances to ensure this was the case. I cannot recommend highly enough.

5 de julio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Clear and Intelligent Financial Advice

Working with Taylor has been a revelation. In a few months he has scooped up all my pensions (including one I didn't know about), sorted out some errors and set a forward path where I finally know what I'm doing. Engaging and concise, he has carefully explained everything along the way, to the point where I now find financial management fascinating. I really enjoy working with him and feel totally confident that he will always give me his best advice.

4 de julio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Universe FA - highly recommended

Taylor makes understanding your finances simple and hassle free. I now know exactly what I need to do to have the retirement I want. I’m really pleased with the performance of my portfolio since working with Taylor and the service from Universe is personal, attentive and reliable. Highly recommended.

3 de julio de 2021
Opinión espontánea

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