177 reviews | 2 Verified advisers
Review from verified client for , Stephen Sumner
What were the circumstances that caused you to look for a financial adviser?
We wanted on-going and 'up to date' information regarding Pensions.
How did Stephen help you?
Stephen provided an excellent service as to the options available to us. He answered many questions that we had and gave sound advice.
Have you seen the outcome you were hoping for?
Yes. We receive regular pension updates which are clear to understand. Plus, we have an annual Pension review with Stephen.
What could they have done better?
There is nothing that could be done better.
Review from verified client for , Stephen Sumner
What were the circumstances that caused you to look for a financial adviser?
To sort out my husband's affairs after he died. Advice after inheritance from an aunt.
How did Stephen help you?
I have known Stephen for at least 25 years. He has always been calm, sensible and knowledgeable.
Have you seen the outcome you were hoping for?
Stephen has made sure I have an income from my investments in line with my risk awareness.
What could they have done better?
No idea.
Review from verified client for , Stephen Sumner
What were the circumstances that caused you to look for a financial adviser?
Sold house and got married
How did Stephen help you?
Advice and Support
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing I can think of
Review from verified client for , Steven Cattle
What were the circumstances that caused you to look for a financial adviser?
Approaching retirement and requiring financial advice to manage savings and pension income to achieve financial security in retirement
How did Steven help you?
Steven has provided both financial advice and management of our accrued finances.
Have you seen the outcome you were hoping for?
Not as yet, hence not giving the maximum marks. However in these difficult times we have assessed the performance of the funds managed by Steven against funds not managed by Steven, and it is apparent that Steven is providing a good value for money service.
What could they have done better?
Provide a service that provides a higher income return.
Review from verified client for , Stephen Sumner
What were the circumstances that caused you to look for a financial adviser?
I needed some guidance on my pension for the future
How did Stephen help you?
He has looked after my investments over a number of years and provided excellent advice always.
Have you seen the outcome you were hoping for?
Yes, I am very pleased at how Stephen and his colleagues have looked after me, especially in these troubled times.
