553 reviews | 7 verified advisers
Review for Soyfur Rahman
What could they have done better?
Everything is good.
What were the circumstances that caused you to initially look for a financial adviser?
I retired 10 years ago.
How has Soyfur helped you?
Giving good advise and clear guidance to make a decision, that I am happy with.
Have you seen the outcome you were hoping for?
Yes everything has been positive.
Review for Craig Howard
What could they have done better?
Nothing, excellent service from day one. Nothing too much trouble.
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement and financial advice
How has Craig helped you?
Financial advice and transferring pension funds.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Hughes
What could they have done better?
Nothing. Tom has been a pleasure to deal with. He is both professional and approachable and the long standing relationship we have had is testament to the confidence we have in him.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for advice regarding our elderly parents. This included inheritance planning and care home fees provision. Since then, Tom has, also, advised us on planning for retirement and our current pension arrangements.
How has Tom helped you?
Tom was able to advise us on how to reach the outcomes we needed.
Have you seen the outcome you were hoping for?
Yes.
Review for Craig Howard
What could they have done better?
Not without exposing my investment to higher risk, which I was adverse to.
What were the circumstances that caused you to initially look for a financial adviser?
Recent retirement, property sale with intention of future property purchase and advice on reducing tax liability on savings.
How has Craig helped you?
Craig offered a number of solutions to my support my financial position and tailored a portfolio that suited my personal cautious approach to investment in stocks & shares whilst limiting by exposure to tax liability.
Have you seen the outcome you were hoping for?
Craig helped me reach the goals I was anticipating.
Review for Craig Howard
What could they have done better?
In my opinion.. nothing
What were the circumstances that caused you to initially look for a financial adviser?
As I am now 63 and part retired I wanted to draw a small lump sum and obtain a monthly drawdown
How has Craig helped you?
At first Craig comprehensively assessed my finances and ascertained my main goals. He then gave me recommendations based on my financial position and financial needs. At all times he was very clear with his explanations. He also discussed the benefits plus any risks. The information given was thorough and very professional. I have 100% confidence in PenLifes actively managed portfolio. He efficiently activated a lump sum and the monthly drawdown. Craig made the process very easy and stress free
Have you seen the outcome you were hoping for?
Yes..the whole process has been seamless
