Mosaac Financial Advisers Recensioni 

14
•
TrustScore 4.5 su 5

4,5

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Dettagli dell'azienda

  1. Consulente finanziario

Scritti dall'azienda

At Mosaac our financial advisers provide truly independent unbiased financial advice UK wide. We have a team of experienced independent financial advisers ready to help you with all aspects of your personal finance. We specialise in retirement and pension planning, mortgages, investments and financial protection and pride ourselves on being there for you whatever your financial needs. We can help you to make the best decisions to get the most out of your retirement, grow your investments, protect yourself and your family or find the perfect mortgage for your new home. It is never too late (or too early) to seek financial advice so do get in touch with us before you make your next financial decision. ​


Informazioni di contatto

4,5

Eccellente

TrustScore 4.5 su 5

14 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Non risultano inviti alla recensione recenti

Questa azienda non ha mandato inviti ai suoi clienti di recente, quindi le recensioni potrebbero non essere rappresentative

Come questa azienda usa Trustpilot

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4,5

Tutte le recensioni

(14)

5 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

Making the difficult understandable.

I found my adviser, Oliver, very knowledgeable and friendly. He made a complex topic like pensions easy to understand and always asked whether I understood what he was explaining; nothing was too much trouble for him. I would definitely recommend Mosaac.

20 marzo 2026
Non scritta su invito
Valutata 5 stelle su 5

Outstanding experience.

We were put at ease from our first meeting with Sara, this is one of the most important decisions you may have to make and Sara made us feel comfortable from the outset.
The product information she gave us was informative and accurate which Sara tailored to meet our needs we were never put under any pressure. we had two more meetings and Sara was always on time and answered all our questions with authority and professionalism.

27 novembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Mosaac - Am very happy with their Service

I have used Mosaac for quite a while & have always been very happy with the bespoke service that they provide for me.
The advisor that I see is Sara - very experienced, answers my questions in a professional but easy to understand way & I have complete confidence in her advice.
I would have no hesitation in recommending Mosaac/Sara.

10 maggio 2022
Non scritta su invito
Valutata 5 stelle su 5

Pension advice

I contacted Mosaac Ltd for help consolidating my pensions and met with Tom Brookes. He is extremely knowledgeable and patient ensuring I understood the process from start to finish keeping me updated every step of the transfers.

8 maggio 2022
Non scritta su invito
Valutata 5 stelle su 5

Retirement

Mosssc were professional and really clear from start to finish. Sara came to see me and was very patient to ensure I understood the advice given on my Pensions. Costs were transparent from the start. Thanks for helping me through my retirement as I had no inderstanding of what I was doing.

21 aprile 2022
Non scritta su invito
Valutata 5 stelle su 5

Teacher's planning to retire

As a teacher planning to take early retirement I wasn't sure which way to turn. I had been inundated with 'time to retire' .. emails and conflicting advice from colleagues who had already retired and I approached 3 FA companies.

Mosaac were most definitely the best at tailoring advise and options to my specific ethical investment approach. Treating my values respectfully. They took me through the options/alternatives and the whole process in a way I could relate to and understand.

Not an easy task when dealing with a very stressed, menopausal 55 year old !

The advice and fee structure is very transparent.

The 'clients portal' is useful way to share information, functional, easy to use and access.

The advisor I used, Sara was both knowledgeable, thorough, patient and very personable.

I was very happy with the whole service approach

4 aprile 2022
Non scritta su invito
Valutata 5 stelle su 5

Independent, clear and friendly advice

We are have been really pleased with the advice given. They have spent lots of time with us, so they can understand our saving and spending requirements. Their advice is independent, clear and well suited to our needs.

29 marzo 2022
Non scritta su invito

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