106 reviews | 1 verified advisers
Review for Sean Gilbert
What could they have done better?
Not applicable
What were the circumstances that caused you to initially look for a financial adviser?
Looking to plan for my financial future
How has Sean helped you?
Sean walked me through various options based on circumstances and my financial goals
Have you seen the outcome you were hoping for?
Yes, feel much more confident in my financial planning and future financial security
Review for Sean Gilbert
What could they have done better?
From my point of view , nothing. All of my queries/questions were resolved and the whole process was completed in a timely manner
What were the circumstances that caused you to initially look for a financial adviser?
After taking early retirement, I was looking for pension advice.
How has Sean helped you?
Through a series of meetings , Sean took me through various options and scenarios that were available for me and explained what outcomes to expect.
Have you seen the outcome you were hoping for?
Yes. Extremely satisfied with the result.
Review for Sean Gilbert
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Decided to retire
How has Sean helped you?
Explained my options on what was the best way to use my pension pot
Have you seen the outcome you were hoping for?
Yes but still early days
Review for Sean Gilbert
What could they have done better?
Satisfied with full service received.
What were the circumstances that caused you to initially look for a financial adviser?
Took early retirement. Required pension advice.
How has Sean helped you?
Offered advice on my defined contribution pension, options and planning etc. Carried out a full overview of my finances.
Have you seen the outcome you were hoping for?
Very pleased with the overall outcome.
Review for Sean Gilbert
What could they have done better?
Nothing as happy with all aspects of the service provided by Sean.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to understand the best options based on the various pensions that I had.
How has Sean helped you?
Sean gave me information and options on the pensions and what may be best from a flexibility and tax positions
Have you seen the outcome you were hoping for?
Yes as have a good mixture of income and flexibility.
