103 reviews | 1 verified advisers
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.
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?
I needed an advisor to set up my pension
How has Sean helped you?
Sean advised me of my options guided me through the process and helped me decide on which investments were best for me.
Have you seen the outcome you were hoping for?
Yes
Review for Sean Gilbert
What could they have done better?
Everything was spot on.
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice regarding options, ie drawdown, annuity etc.
How has Sean helped you?
Yes very much so.
Have you seen the outcome you were hoping for?
Yes
