Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 15 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Auto Enrolment ( 1 )

Investments and Savings ( 19 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 6 )

£100k - £200k ( 2 )

( 1 )

£50k - 100k ( 3 )

Up to £50k ( 2 )

Client reviews

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Ian

Ian was very pleasant but I have had a better deal with another advisor.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Ian is always pleasant, friendly and approachable. He is very knowledgeable about investment products and their suitability for us and for our circumstances. He is always very informative and answers our queries with patience and clarity. Ian has always listened to our needs and aspirations and provided us with what we believe to be sound advice. In short, we like and trust him!

What could they have done better?

Seek to improve the quality of online access to our portfolio which has some deficiencies. We have never sought a comparison of the cost of Ian's services but consider that we receive value for money

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

I find him a good all-round advisor. He is very honest, approachable and friendly and explains everything very clearly and is very knowledgable in all aspects.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Ian Blessed helped you?

Ian has been our financial adviser for many years and has always been able to explain complex financial matters in easy to understand terms. We have always been satisfied with our financial returns thanks to Ian's management of our investments. Ian is very experienced, highly professional and is always available to answer queries and offer advice. We would highly recommend him to anybody.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

I have dealt with Ian for the past few years and found him to be both professional and very informative in all aspects of the job, I have also recommended him to family and friends he is very good at his job I cannot think how he could improve on this.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Ian Blessed helped you?

Takes time to understand clients financial & family circumstances before giving advice on future planning

What could they have done better?

Will probabley require more backup support as the business expands

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Ian looks at the whole picture, listens to requirements and analyses the information then giving his advice. Risks and charges are discussed fully. Ian is available to discuss any concerns or further requirements at short notice. I would not hesitate to recommend his services.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Was very through in explaining all the options available to me, pros and cons. The information was presented in plain English terms in a very professional manner. The solution presented was better than my expectations.

What could they have done better?

Very new client, so at the moment can not express an opinion on this.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

In the modern complex world of finance, my over-riding requirement is to be able to trust my financial advisor, and I know that I can totally trust Ian in all my dealings with him. He is very straightforward, and explains the details of the most complicated matters in a way that I can understand. I receive letters from pension providers, HMRC and other financial institutions which I can barely understand, but Ian explains how to respond in all cases. We always meet each year to discuss my financial plans and requirements for the coming year, and Ian then recommends the appropriate course of action. He has set me up with with a medium risk portfolio, and I have given him total authority to switch funds and investments, as he thinks fit. To date, we have had a very satisfactory return on our investments, but I am confident that Ian will react, on my behalf, to any unforeseen events which could cause a problem. He is always available at the end of a phone, and will respond promptly to handle any queries that may arise, and we have occasional extra meetings, as needed. I'm always impressed by the breadth of his knowledge and the way in which he manages to keep up-to-date with all the latest details. I would recommend Ian to anybody, totally and without reservation. He has been looking after my financial affairs for the last 10 years, through good and bad times, but I always feel secure in the knowledge that he is looking after my interests.

What could they have done better?

I honestly can't think of anything significant in this area, although I imagine that as Ian's operation is quite small, some clients may expect there to be someone to answer the phone at all times. I've not found a problem with this.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

The world of finance and investments can seem like a mine field to a lay man like me so with retirement approaching and the prospect of sorting out an annuity looming I thought it time to seek professional advice in order to get the best out of my pension as I had no idea where to start. I had dealt with Ian in the past when he was an dviser for our company pension scheme so I approached him for the expert help and advice. From our very first meeting we were given first class advice in a clear and easy format which we were able to understand and due to his high degree of expertise and knowledge we were able to maximise our investments far better than if we had managed the affairs ourselves. All work is carried out in a friendly and professional manner and I would have no hesitation in recommending himn to others.

What could they have done better?

Nothing. Ian is fulfilling all requirements at present.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Ian Blessed helped you?

Ian was recommended to us by a friend who's family had been using his services for many years, so we were very confident about asking him to visit. On his first visit he starts by talking about your current financial situation and what your requirements are for the future. He discussed in depth what options were available to us as first time investors and explained concisely the various levels of risks involved - so we could decide the initial level we were prepared to take. In our discussions it came across that Ian is a very experienced and highly professional Financial Advisor which inspired us with confidence, and we are very happy with the way our investments are being run. Ian is always available to answer any queries we may have and we wouldn't hesitate to recommend him.

What could they have done better?

We can't think of anything Ian could do better!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Ian is reliable, trustworthy, polite, understanding, respectful, and very knowledgeable about all area's of his work. He also makes sure he has a full understanding of what his client's needs are and is always willing to go the extra mile to ensure they are getting the best from their savings, investments or pensions, now or in the future. Ian is punctual, flexible and always thoroughly does his homework before presenting his advice which is has proved to be sound advice along the many years I have entrusted my financial planning to him.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Ian Blessed helped you?

Ian is a fantastic financial adviser . He covers all the points and explains all the key points . In all the years I have used Ian's financial services , he has been very straight forward and honest .which is key to investing money . You need to trust and know your money is safe . In all the years I have invested ,Ian has delivered to a fantastic standard and I would highly recommend his great services in all his areas of expertise in making money .

What could they have done better?

Nothing

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Ian Blessed helped you?

Ian has offered us a very personal service since 1997 - financial planning, setting our goals, understanding our specific circumstances and needs for immediate use, medium term and longer term for us and our family. We have welcomed Ian's guidance and have every confidence that he will steer us to the best outcome. Ian has consulted with us, researched to find ideal products, explained the reasoning clearly and without ambiguity. He has been approachable and accessible at all times - visiting us for our Annual Review but continually reviewing our portfolio and been available between times to answer any queries we may have. Having Ian as our adviser has given us peace of mind.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Ian Blessed helped you?

Our adviser offers clear guidance in full consultation with us - he offers a friendly service and is approachable and accessible at all times - he has taken a personal interest in our affairs, our needs and our family in general and we feel he has steered us well through our changing circumstances. We have felt able to totally rely on his guidance - for ourselves and our family - for our current needs, our short term needs and for long term planning. We are confident our adviser keeps abreast of changes affecting our investments and takes appropriate action which we feel is in our best interests.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

I am unable to compare to other advisors. However I am very happy with the service given. The help and advice i can understand and the investments are doing well. We do receive information on charges but are unable to compare to others. House visits for business is much easier than having to go to the office.

What could they have done better?

I am generally happy with everything, and would not know what to suggest to make any improvements

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Ian is very approachable and takes time to fully understand the needs of his clients. He explains clearly the options and reasons for his proposals, and also makes clear the limits of his responsibilities to be able to advise. He displays good technical knowledge and inspires confidence in his judgement.

What could they have done better?

I have not had cause to question the quality if Ian's service.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Tries to explains things in an easy to understand way and always makes time for you if you need to speak to him

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

He instils confidence.He acts with integrity and is trustworthy.He responds without delays and is contactable.He provides comparisons and examples to assist comprehension and decision making.He makes the discussions interesting,knowledgable and worthwhile.He takes interest in client's requirements to satisfy the needs.He communicates in a very personable manner.

What could they have done better?

No constructive suggestions for improvement.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

From the initial interview to assess my attitude to degrees of risk, I found Ian to be helpful, not dominant, and believe the outcome reflected both my attitude and his best advice based on my expectations. His website is both easily accessed and understood and allows me to review my investments at any time. The annual review brings me up to date with the results of my investments and allows Ian to explain any changes to my portfolio which he would recommend. Based upon a previous experience with a company and its financial advisors I can honestly say that dealing with Ian has been a new and much happier experience. I am very relaxed about my investment and trust Ian's judgement implicitly.

What could they have done better?

Quite honestly I would struggle to know just what he could do to improve the service I get from him.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Ian Blessed helped you?

Mr Blessed prepares well for our annual reviews, he generaly covers all the possibilities and controls his meetings in a friendly but efficient manner. Should I require any information or advise interim he is on the ball, listening to my querie and responding at once or certainly within 24 hours.

What could they have done better?

I am quite satisfied with all aspects of Mr Blesseds methods.