114 reviews | 1 verified advisers
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.
Review for Sean Gilbert
What could they have done better?
Nothing Sean is available to speak to anytime i have questions. Service is fabulous
What were the circumstances that caused you to initially look for a financial adviser?
Husband had passed away
How has Sean helped you?
Showed kindness understanding explaining everything in language I could understand
Have you seen the outcome you were hoping for?
Yes definitely
Review for Sean Gilbert
What could they have done better?
I don't think I can answer that! I really think Sean's done everything understand and manage risk in the portfolio to better the outcomes for me ~
What were the circumstances that caused you to initially look for a financial adviser?
I'd been disappointed with the performance of my (small) portfolio and had questioned my then Financial Advisor many times. I wasn't getting answers and the stint impression I was asking too many - difficult - questions they wouldn't answer and indeed were questioning why I was asking! So I went looking for someone else and found Sean,
How has Sean helped you?
He's totally understood my situation and given clear, knowledge and fact based advice.
Have you seen the outcome you were hoping for?
Better than I had anticipated and indeed taken my thinking and planning beyond where I had been. It's good to know he's interested to make the best of my investments.
