Ken Ferguson

Ferguson Oliver Wealth Management

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 6 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 11 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

Client reviews

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Angus

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement.

How has Ken Ferguson helped you?

Explained in good detail the various options available to us.

Have you seen the outcome you were hoping for?

To early to comment.

What could they have done better?

Nothing we can think of at this moment in time.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Ken

VouchedFor advised that Ken Ferguson would be in touch within 2 working days to discuss a financial plan. It has now been 12 days and there has been no contact either from Ken nor VouchedFor customer services, who I contacted 5 days ago to say there had been no contact from Ken. Perhaps it is because it was a free plan booked through Money Saving Expert, who will receive a report back on VouchedFor's non offer.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Ken

Ken didn't get in touch.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Ken

Friendly and helpful- very prompt in dealing with enquiries.

First impression from a user who is not yet a client

April, 2015

Overall

Please provide a brief comment about your experience with Ken

Ken did not contact me.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Ken

no contact recieved

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Ken

Excellent service received.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

I have found all staff friendly, efficient and knowledgeable in their field.

What could they have done better?

Cannot think of anything.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

I have known Ken for many years and I am delighted with the well informed financial advice and professional service he provides. He is very approachable, easy to talk to and provides all information in a clear and concise manner. Highly recommended.

What could they have done better?

Evening Seminars would be appreciated as not always available in the afternoon.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Ken

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Our adviser does not rush into recommending products. He considers the benefits and looks at all the options to make sure they are the correct ones for our circumstances.

What could they have done better?

Whilst we appreciate that he is very busy and has many clients we think he could improve on his response times to any queries that we may ask him about.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Ken

Clear explanation of pension options given in a friendly meeting. Really glad I went. Being local makes face to face meetings much easier for future

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Fife

How has Ken Ferguson helped you?

Ken always provides us with completely honest well researched financial planning advice. Due to many meetings with us over the years he knows exactly what our needs are and always makes sure that we fully understand what he recommends to us.We have complete peace of mind that our finances are being well managed by a thoroughly professional , trustworthy financial advisor.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Has a personal touch. Talks in simple terms, no jargon and no question you ask Ken is ever a silly question. Makes you feel comfortable and at ease. Listens to what you want to do with finances and prepares a very comprehensive summary of financial investments every time you meet with him to keep you in the loop of how investments are doing, which is a lot clearer than some of the correspondence we receive from the actual investment companies.

What could they have done better?

Keep using his current approach because it works.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Provides sound and constructive advise

What could they have done better?

None, more than happy with the service

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Keeps me in touch with my investments and pensions advising me of any changes that are nessessary. Always there to answer any queries that I have.

What could they have done better?

I am very happy with the service I receive.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Friendly easy to talk with and knowledgeable on his subject.

What could they have done better?

All is good

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

Ken has made a point of understanding my long term needs and has created a financial situation which meets my needs. My one regret is that I didn't get involved with him earlier as I would have been better provided for had I started the process with him earlier. I ended up giving good money to the taxman that Ken could have put to good use for me.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Ken Ferguson helped you?

I have known Ken for many years, he has managed my portfolio of investments effectively and efficiently during this time. Ken is very easy to communicate with, often taking time to research and explain the options open to me, as my personal circumstances change and all within the framework of understanding my attitude to risk and at times high levels of market volatility Above all though, he is open and honest!

What could they have done better?

I am not aware of anything.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Angus

How has Ken Ferguson helped you?

For a layman like myself, the terminology and overly-technical detail that financial institutions utilise is overwhelming and not easily understood. Ken has a great ability to decipher and instantly explain any and all queries that have arisen, in a language I can understand. Ken's attention to detail and to me as a client is second to none.

What could they have done better?

I am quite happy with the status quo at present.