118 reviews | 1 verified advisers
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.
Review for Sean Gilbert
What could they have done better?
I have been very happy with the service provided and with how the process was handled overall.
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I wanted professional support to review and consolidate multiple pensions, clarify investment options, and put a clear long term structure in place with proper oversight.
How has Sean helped you?
Sean guided us through the full pension transfer and setup process, clearly explaining options, implications, and next steps at each stage. He provided timely updates, thoughtful recommendations, and clear explanations of risks and trade offs, which made decision making straightforward and well informed.
Have you seen the outcome you were hoping for?
Yes. The pensions have been successfully transferred, invested, and structured in line with our objectives. The process was smooth and well communicated, and we now have much greater clarity and confidence in our arrangements.
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.
