Mosaac Financial Advisers Reviews 11

Very thorough. Explained things clearly and helped us make some solid improvements to our finances.

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.

Provided a timely and sensible solution to a pension issue

they have always been transparent and clear up front and to give you your options .

Tom explains everything in a professional and friendly manner reassuring and puts you at ease
Mr & Mrs Bentley

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.

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.

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.

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

Had a recent financial review with Tom at Mosaac, he explained everything clearly and I was very comfortable with the advice and recommendations he offered

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.