116 reviews | 1 verified advisers
Review for Sean Gilbert
What could they have done better?
I personally, cannot see how Sean could have done better than he has. I'm 100% satisfied with the help, advise and work he has done.
What were the circumstances that caused you to initially look for a financial adviser?
I came across Sean Gilbert when I need Pension advice. I need his help, advise and knowledge with my impending retirement. Obviously retirement doesn't happen often. So good advice from someone knowledgeable is so important. Knowing you're in safe hands at such a time is so important.
How has Sean helped you?
Sean dealt with myself and my company, to extract and transfer my pension funds into another fund. Sean clearly explained to myself and my wife of all the options open to me. He advised me of all the different types of plans and explained the benifets of each. Sean kept me informed of each step of the process, and has successfully transfered my company pension fund into an annuity quickly and efficiently.
Have you seen the outcome you were hoping for?
Yes, absolutely! After explaining the pros, cons and benefits of lots of different schemes, I can now settle into retirement knowing my pension is in the best place for me. Its a big step moving into retirement, So knowing someone like Sean is looking after you, is amazingly reassuring.
Review for Sean Gilbert
What could they have done better?
I can’t think of anything that could have been done better. Sean was always able to answer any questions/concerns I had. He also kept me informed as the process progressed to completing my new pension.
What were the circumstances that caused you to initially look for a financial adviser?
Looking to consolidate various small pension funds into a single pension
How has Sean helped you?
Sean clearly illustrated the available options to me and using his experience was able to guide me to the best option to suit my circumstances.
Have you seen the outcome you were hoping for?
Yes, the outcome has been exactly as it was when discussed with Sean.
Review for Sean Gilbert
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
I was nearing retirement age and had a variety of company pensions and wanted to consolidate these where it made sense as well as ensure that my pension fund continued to grow.
How has Sean helped you?
Sean has provided me with advice and is helping me manage my pension ambitions.
Have you seen the outcome you were hoping for?
So far everything is progressing as planned.
Review for Sean Gilbert
What could they have done better?
Unknown if I’m honest. I think I have received the best that could be offered.
What were the circumstances that caused you to initially look for a financial adviser?
Through my employer initially.
How has Sean helped you?
Sean has been managing my pensions for three decades and has been a great help in making sure I had a good financial income in my retirement.
Have you seen the outcome you were hoping for?
Yes. Sean has been the consummate professional throughout my time working with him
Review for Sean Gilbert
What could they have done better?
Nothing, we are very happy with the service we receive from Sean.
What were the circumstances that caused you to initially look for a financial adviser?
Sean looks after both mine and my husband’s pension. Initially, many years ago, an adviser was required purely for my pension as I had taken my local authority pension to access my lump sum when I became self employed and therefore needed to invest the rest of the pension into a private fund. As my husband approached retirement and was taking his pension from a housing association provider and a large company, Sean looked after this for him as well and has remained as our adviser ever since.
How has Sean helped you?
Sean has always given us excellent advice and has steered us through investing the funds to give us the best benefits. He has always reassured when the markets have been volatile and has communicated quickly when markets have dropped significantly (as they have sometimes in recent years). We have only just had a requirement to access some of our funds and Sean has again talked us through the process excellently.
Have you seen the outcome you were hoping for?
Yes.
