122 reviews | 1 verified advisers
Review for Sean Gilbert
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to start an investment portfolio but lacked knowledge and confidence to make informed decisions.
How has Sean helped you?
Sean has been very patient in listening to what type of investments I wanted, my attitude to risk and my longer term goals. He has suggested funds that meet my investment objectives and has provided detailed information to allow me to learn how my money is invested so that I can feel more involved and confident.
Have you seen the outcome you were hoping for?
Yes. The investments have been made into funds that meet the objectives we discussed.
Review for Sean Gilbert
What could they have done better?
Sean was excellent clearly explaining in a manner I understood
What were the circumstances that caused you to initially look for a financial adviser?
I received correspondence from my financial advisor that they were not doing my type of work in the future. I looked on the internet for a financial advisor and came across the site of Sean’s and was ideally looking for a small business rather than the corporate firm I used before, I was looking for a more personal service.
How has Sean helped you?
Very much so, I learned more in the initial meeting than I had leaned in the past five years
Have you seen the outcome you were hoping for?
Yea my money has been moved to a new platform and I more than pleased with the result
Review for Sean Gilbert
What could they have done better?
Nothing. I have already recommended Sean to colleagues as I have been so impressed.
What were the circumstances that caused you to initially look for a financial adviser?
I had spoken with 2 other advisors and was not confident in the options being suggested to me; the risks involved, or the ongoing costs for my pension pot. Sean was recommended to me
How has Sean helped you?
Sean was very patient, always had time for me and understood my cautious approach. He went through all options available and we settled on the best option for me.
Have you seen the outcome you were hoping for?
I'm 100% delighted with the outcome. I now gave a set income for life with no risk, and no going fees.
Review for Sean Gilbert
What were the circumstances that caused you to initially look for a financial adviser?
With retirement looming very closely I was looking to merge older workplace pensions into one annuity.
How has Sean helped you?
Sean helped explain all aspects of the process and made sure I got the best deal possible to meet my needs.
Have you seen the outcome you were hoping for?
Yes, absolutely! The policy set up was the best available for my circumstances.
Review for Sean Gilbert
What could they have done better?
I can't think of anything else he could have done.
What were the circumstances that caused you to initially look for a financial adviser?
I was nearing retirement and needed advice for my personal pension
How has Sean helped you?
Sean listened to my requirements and showed me all my options.
Have you seen the outcome you were hoping for?
Yes I'm very happy with the outcome.
