Mosaac Financial Advisers Avis 

14
TrustScore 4.5 sur 5

4,5

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À propos de l'entreprise

  1. Conseiller financier

Écrit par l'entreprise

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. ​


Coordonnées de contact

4,5

Excellent

TrustScore 4.5 sur 5

14 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

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4,5

Tous les avis

(14)

5 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

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 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Very thorough

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

14 avril 2026
Avis spontané
Noté 5 sur 5 étoiles

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
Avis spontané
Noté 5 sur 5 étoiles

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 mai 2022
Avis spontané
Noté 5 sur 5 étoiles

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 mai 2022
Avis spontané
Noté 5 sur 5 étoiles

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 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

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 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

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 mars 2022
Avis spontané

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