While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection. Independent Financial Advice Huddersfield.
United Kingdom
4.4
11 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Steve is the best in the field! He’s so knowledgable about all things financial planning, and provides a really personal and flexible service. Would recommend to anyone wanting to talk through their financial situation, and wouldn’t go anywhere else! Thank you!
Always informative , professional and an excellent service
Very helpful and clear advice during my financial review regarding my pension drawdown.
Portal is a people’s business where they take care of me on a personal level.Always available to discuss issues or our portfolio.
Friendly & competent. Excellent advice. Knowledgeable & patient. Good feedback with questions posed.
Professional advice in a personal and friendly manner.
Great service. Steve is very knowledgeable, helpful and listens. Gives a prompt service and sorts things out in the timescales agreed. Would highly recommend.
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.
