Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 5 )
Pensions ( 23 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 1 )
Investments and Savings ( 16 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Up to £50k ( 12 )
Client reviews
First impression from a user who is not yet a client
April, 2017
Overall
Please provide a brief comment about your experience with Shane
The initial meeting was conducted in a professional and concise manner .The explanation of possibilities for investment were explained well and this offered some insight into what decisions can be made for making my money grow.Questions were welcomed and answered In plain speak language .Generally very helpful and I may take advantage of the support and advice.
Shane's reply
Thank you for the kind words.
Review from verified client
February, 2017
Overall
Advice
Service
Value
Based in Caerphilly
What were the circumstances that caused you to initially look for an adviser?
to consolidate my pension's.
How has Shane Hyland helped you?
He found a pension that is correct for myself.
Have you seen the outcome you were hoping for?
I'm happy with the results.
Review from verified client
January, 2017
Overall
Advice
Service
Value
Based in Vale of Glamorgan
What were the circumstances that caused you to initially look for an adviser?
Our elderly parents required an annuity to cover care home fees so that some of the value of their home could be passed on to their grandchildren, as per their wishes.
How has Shane Hyland helped you?
Shane offered advice, sought expert help and offered a range of options. He advised us to take an option that was better for us though not the most expensive or remunerative for him. This was carried out quickly and efficiently and with considerable care for our sensitivities at a difficult time in our lives.
Have you seen the outcome you were hoping for?
Yes, we think so.
What could they have done better?
We were happy with the service and grateful for the considerable amount of time devoted to our case.
Review from verified client
January, 2017
Overall
Advice
Service
Value
Based in Rhondda Cynon Taff
What were the circumstances that caused you to initially look for an adviser?
My retirement pension.
How has Shane Hyland helped you?
Advised me on pension options. The transfer of my pension funds from a company money purchase plan to a personal private pension.
Have you seen the outcome you were hoping for?
Yes the advice and service provided fulfilled all my pension requirements.
First impression from a user who is not yet a client
July, 2016
Overall
Please provide a brief comment about your experience with Shane
Shane was concise and clear, I could not fault his advice.
Review from verified client
May, 2016
Overall
Advice
Service
Value
Based in Blaenau Gwent
What were the circumstances that caused you to initially look for an adviser?
To plan my financial future.
How has Shane Hyland helped you?
Shane organised my pensions and investments for peace of mind moving forward.
Have you seen the outcome you were hoping for?
Early days but looking good.
What could they have done better?
Nothing comes to mind
First impression from a user who is not yet a client
May, 2016
Overall
Please provide a brief comment about your experience with Shane
Very professional and friendly guy, makes the initial process easy to follow and understand he explains in detail the pros and cons of all the options, looking forward to our next meeting.
Shane's reply
Thank you for the positive feedback Neil.
First impression from a user who is not yet a client
March, 2016
Overall
Please provide a brief comment about your experience with Shane
Shane was knowledgeable and I am sure will give aworthwhile plan
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Merthyr Tydfil
What were the circumstances that caused you to initially look for an adviser?
I needed to bring several pensions into one portfolio.
How has Shane Hyland helped you?
Shane advised the best provider to meet my personal needs, expectations for my pension and my current age.
Have you seen the outcome you were hoping for?
Yes.
First impression from a user who is not yet a client
November, 2015
Overall
Please provide a brief comment about your experience with Shane
Initial discussion provided sufficient information to decide whether or not to proceed wih the help of an IFA in this case.
Review from verified client
October, 2015
Overall
Advice
Service
Value
Based in Rhondda Cynon Taff
What were the circumstances that caused you to initially look for an adviser?
Inexperienced myself.
How has Shane Hyland helped you?
From start to finish completed everything.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
First impression from a user who is not yet a client
November, 2014
Overall
Please provide a brief comment about your experience with Shane
Review from verified client
November, 2014
Overall
Advice
Service
Value
Based in Swansea
How has Shane Hyland helped you?
Good sound advice was given with patience and insight . Shane went that extra mile to ensure we were happy and confident with the options we choose. Updates are delivered in clear and concise manner but most of all we have confidence that our financial affairs are well managed .
What could they have done better?
We are very happy with the present level of financial advice and how it's delivered.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Shane is very down to earth and explains everything in 'layman's' terms that are easy to understand. He is very approachable and does his best to provide a very efficient service. I would definitely recommend him.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Rhondda Cynon Taff
How has Shane Hyland helped you?
Shane has listened to the expectations I have for my pension and has understood my circumstances now and my future needs. He has advised me of schemes that suit me and not those that just provide him with the most commission.
What could they have done better?
Nothing he keeps me informed & contacts me appropriately. I more than happy with the way in which my pension is being handled.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Caerphilly
How has Shane Hyland helped you?
Great communication, upto date on his knowledge of what's coming in soon with legislation and prepared us for the future. Highly recommend!
What could they have done better?
None
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Extremely helpful and makes the most complex issues relevant to real-life and easy to understand
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Newport
How has Shane Hyland helped you?
He spends time to analyse what you require, keeping you constantly at ease and advising on what your goals are whilst undertaking and summarising the meeting and needs.
What could they have done better?
I was happy being a retired bank manager of what was said and offered.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Shane is always very professional and relates all the necessary information, giving full details of all options available, in a clear and understandable format - (pensions is definetly not my thing!). He always responds very promtly to emails or queries and sets up regular follow up appointments to review the policies.
What could they have done better?
From the help and advice that I have received in relation to my pensions, i cannot think of anything that he could have done better.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
1. Clear communicator. 2. Excellent Fees. 3. An experienced financial professional. 4. Has a clear strategy. 5. Works with me. 6. Puts my interests first. 7. Invokes confidence and trust.
What could they have done better?
N/A
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Rhondda Cynon Taff
How has Shane Hyland helped you?
Shane immediately puts you at ease. He will always give you the correct advice even if it is not what you want to hear. He researched a good investment for me. My pension was far from the easiest to resolve but Shane stayed patient and never once made me feel as if it was too much trouble. I would recommend him to anyone looking for good advice
What could they have done better?
I can honestly say I could not have wished for a better advisor.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
I am more than happy with the with the way Shane has dealt with my finances. Any changes he sends out the details as soon as possible and also has regular contact over the phone. If ever I have any queries or need any advice I know that all I have to do is to give him a ring and he's always more than willing to help, if he doesn't answer my call I can rely on him to ring me back as soon as he is able to do so. I trust Shane to manage my finances and to explain all the options open to me.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Powys
How has Shane Hyland helped you?
Shane listens to what your requirements are before finding the solution as to what best suits your needs. He is very helpful, friendly and has a great sense of humour. Shane works hard to meet your needs and keeps you up to date with any changes in legislation together with a plan for how your money can work harder for you. I can sit back and know that my finances are being handled by a true professional who has earned my trust over the years.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Approachable and knowledgeable. Not afraid to say 'I'm not sure' if we ask a question that he doesn't know the answer to. Shane will go away and research fully and make telephone calls before reporting back to us.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Monmouthshire
How has Shane Hyland helped you?
I have been working with Shane for four years now and have always felt confident that I am getting the best advice possible.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Shane Hyland helped you?
Shane's financial advice was correctly planned and directed towards my personal circumstances and requirements.Shane has a very professional approach and keeps me up to date with any relevant investment performance. I highly recommend him.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Always willing to help and answers any questions asked by return. Excellant service. Very much recommended.
What could they have done better?
Ummm, nothing.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
Shane is very friendly and makes all things financial make sense. I have been working with Shane for many years and I wouldn't think about going anywhere else. I have recommended Shane to my friends and my parents. He has saved us all money and time nothing is too much trouble for him. I'm would highly recommend Shane if you like someone that is impartial, friendly, knowledgeable and completely trustworthy.
What could they have done better?
I have never not been anything but delighted with the service I have had from Shane.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Vale of Glamorgan
How has Shane Hyland helped you?
Shane is one of the few people who I would have every confidence in regarding the management of my finances. Shane has an excellent knowledge of current financial matters and following detailed questioning and review is able to come up with the right options and packages that meet my current and future needs. All the financial jargon is explained in simple terms which helps the decision making process. Financial reviews are communicated on a regular basis and Shane is only on the end of the phone at anytime for any ad hoc questions or any information I require. Reviewing finances can be daunting however with Shane you enjoy the experience because you know he is working hard on your behalf.
What could they have done better?
Shane has been excellent to date as a financial advisor so I don't have anything to add regarding a better level of service.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Shane Hyland helped you?
Efficient no nonsense advice Easy to talk to Highly proficient and rapid response to requests indicating a high level of knowledge of best products and services that suit us best Listens to our requirements
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Caerphilly
How has Shane Hyland helped you?
Shane is always available at a time that suits us. He has a good knowledge of the companies and policies that would suit us best.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Cardiff
How has Shane Hyland helped you?
If you are looking for someone to manage your pension i would highly recommend Shane Hyland, our pensions did not make any money until Shane started to manage them but in the four years since he stated to manage them they are growing at a very good rate and he reviews them and consults with us to make sure they are in the best place. If your looking for someone trutworthy and honest then contact Shane.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Caerphilly
How has Shane Hyland helped you?
Shane is a trustworthy and highly recommended advisor. Shane has supported me on both a family level and business, providing advice and guidance in relation to my financial affairs. Shane is highly enthusiastic and never have I come across another advisor with such commitment and dedication to their role. I have recommended Shane to a number of my clients and it is so refreshing to find someone within the finance sector that possesses and works with such integrity. Thank you Shane for all that you have done for me, my family, and my clients !
What could they have done better?
No recommendations.......
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Rhondda Cynon Taff
How has Shane Hyland helped you?
Shane has a friendly approach and he gives regular updates , the service / advice he gives is excellent . I rely completely on his financial suggestions . I would highly recommend his company to anyone looking for financial advice. Mark Llantwit Fardre
What could they have done better?
Happy with everything at present