Top Rated Firm 2021
Changer retirement Pension
yes very good
I had some money from an inheritance that I thought could work better for me by being invested.
Stephen looked at my complete financial position and presented a management model which helped me decide how I should invest.
Nothing. Through a very difficult time, Stephen kept me informed and helped to reduce financial concerns that the COVID pandemic caused.
I was part of a company pension plan that Stephen managed. After I left the company I decided to stay with Stephen as my pension pot had performed well and I found Stephen's advice and guidance excellent.
With good advice and guidance and good financial performance.
No, but through no fault of Stephen. He has done as well as possible in the last few years despite extremely difficult international financial markets.
Steven took over from Steve Caan and shortly afterwards Dominic Shannon died. Steven was a great help in dealing with Dominic's estate and has helped me since effectively manage my money.
My investments have maintained their value and in many instances increased
I'm just very impressed that my income has been secure throughout this turbulent year
I've been a customer of Stephen for many years
Stephen is always at the end of the phone should I want advice any time, but we have an annual review where we talk about past performance and future plans, including family situations too.
I've been extremely surprised this year, after Covid, at the performance of the funds that Stephen has recommended, throughout the year.
Personally, I can't think of anything, he always asks for suggestions and feedback at our annual reviews, and any I have given in the past has always been acted upon immediately. Being open and approachable allows for this to happen easily.