24 reviews | 3 verified advisers
Review for Steve Rowntree
What could they have done better?
I am very happy with the outcome and Steve has delivered all of his commitments
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and the need for a financial strategy
How has Steve helped you?
He has put together our retirement financial strategy and advised on the most prudent courses
Have you seen the outcome you were hoping for?
Yes
Review for Steve Rowntree
What could they have done better?
I don't believe that anything could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
As we were looking ahead to retirement we felt that we needed the assistance of an advisor to ensure that we maximised our investment, savings and pension incomes.
How has Steve helped you?
Steve has ensured that we have been able to achieve our goals of maximising our investment, savings and pension incomes by ensuring that we took advantage of the best fund managers to look after our investments.
Have you seen the outcome you were hoping for?
Yes, we have seen the outcomes that we were hoping for.
Review for Steve Rowntree
What were the circumstances that caused you to initially look for a financial adviser?
Having sold a business in 2010, we needed advice on how to invest a large capital sum
How has Steve helped you?
Steve has kept in regular contact via annual reviews and has also been available to provide ad hoc advice when required. Having recently retired, Steve has been fundamental in helping arrange our financial plans for the future
Have you seen the outcome you were hoping for?
Yes, we are now in a situation of being able to enjoy a comfortable retirement.
Review for Steve Rowntree
What could they have done better?
The outcome is purely down to market forces. Our investments have been agreed and chosen between Steve (and our previous advisor) and ourselves
What were the circumstances that caused you to initially look for a financial adviser?
Steve took over my account when my previous advisor retired
How has Steve helped you?
Simple financial advice on our investments and pensions
Have you seen the outcome you were hoping for?
Yes.
Review for Steve Rowntree
What could they have done better?
nothing I think, based on the risk profile we had agreed
What were the circumstances that caused you to initially look for a financial adviser?
needed SIPP advice and also savings discussion
How has Steve helped you?
he has been informative as well as making recommendations noting my circumstances changed from full time employment to retirement in the period
Have you seen the outcome you were hoping for?
in a period of fluctuation due to global and uk political changes and related matters, I feel the investment performance has been good.
