Helped me get my personal finances in order
I've used the service for 1-2 years and working with Caroline for advice on how to get my personal finances in order. She helped advise me on where I should be putting my savings to protect against emergencies and ensure I'm maximising return. She also helped me navigate some life-changing events that affected my financial wellbeing. I've also recommended the service to several friends.
March 20, 2025
Unprompted review