Reviewed for

Pensions ( 1 )

Investments and Savings ( 2 )

Reviewers' assets

£500k+ ( 2 )

£100k - £200k ( 1 )

Client reviews

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Richard Stevenson helped you?

He provided professional advice. He appeared to fully understand our requirements with the investments. He then provided financial recommendations with options From these we made our selection and he arranged the investments for us. To date we are very satisfied with the performance of these investments.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Richard Stevenson helped you?

Richard was thorough in his assessment of our risk profile. He was also sufficiently detailed in analysing our financial standing without being as pedantic as some 'advisors', and was satisfied that we had a financial strategy which was robust. He quickly grasped what we required of him, and produced a proposal in a timely way that appeared to meet our investment objectives whilst maintaining some flexibilty / control over our assets such that we can optimise our tax free opportunities, and liquidate if necessary. Richard was personable throughout, and efficient and kept to his commitments.

What could they have done better?

The fee structure for an investment strategy is seemingly 'multi- layered' and whilst it is transparent it takes effort to 'really' understand the structure for first time investors who are not familiar with the process. There is a need to 'check' understanding, especially given the continual bad publicity surrounding 'fees' which detract from returns. The matter of 'timing' was never really fully discussed and whether it a significant variable, only time will tell.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Richard Stevenson helped you?

Excellent advice regarding my draw down pension and what parts of the funds needed switching on the basis of the present economic climate regarding interest rates. My fund is monitored on a very regular basis by Richard who keeps me well informed of its performance. Like all draw down pension funds which are related to stock market fluctuations the need to monitor is essential.

What could they have done better?

No issues in this area