Reviewed for
Pensions ( 3 )
Investments and Savings ( 2 )
Reviewers' assets
£500k+ ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
Client reviews
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in North Yorkshire
How has Stephen Smith helped you?
Very honest and trustworthy gives us very good adviice
What could they have done better?
To have his Hornsea office open more days a week
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Lincolnshire
How has Stephen Smith helped you?
Steve has a comprehensive knowledge on all matters fiscal, always maintaining his wide breadth of information as well as currentness through additional training, courses, qualifications and market research He provides timely and relevant information to allow client decision making Steve fully understands my requirements and as such tailors his advice and support to accommodate same Steve is proactive and conscientious in all of his undertakings
What could they have done better?
A biannual or even annual synopsis of plans/ proposals would assist
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in North Humberside
How has Stephen Smith helped you?
I am considering drawing my pension early but obviously there were penalties for doing this - compromised lump sum - how much to take and where to put it. I was given brilliant advice which I have acted on and out the wheels in motion. I would also say that all communications were really quick and efficient.
What could they have done better?
Nothing - more than happy
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in North Humberside
How has Stephen Smith helped you?
Steve is an expert in the minefield of pensions - and his advice is sound and sensible, he has the clients best interest at heart - a good listener who instills confidence From the first contact steve was approachable and professional - I received excellent advice and look forward to working with him in the future
What could they have done better?
Nothing it is all good
First impression from a user who is not yet a client
July, 2014
Overall
Please provide a brief comment about your experience with Stephen
Great response from my initial enquiry, Steve has a wealth of knowledge and experience - no hassle and no pressure - Just well informed advice - I am more than happy with the service so far and would not hesitate to recommend