Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 3 )

Pensions ( 115 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 69 )

Investments and Savings ( 129 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 9 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 16 )

Financial Mentoring ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 31 )

£100k - £200k ( 30 )

Up to £50k ( 18 )

£50k - 100k ( 11 )

Client reviews

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

To plan for the future and my / my families retirement.

How has Steven Haigh helped you?

Provided sound practical advice that's helped build a great pension and other investments for my / my familes future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing more

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Wanted someone who was straight talking and gave structured advise and options

How has Steven Haigh helped you?

Gave me advise and options based on my personnal circumstances going forward.

Have you seen the outcome you were hoping for?

At this moment in time all looks to be going in the right direction

What could they have done better?

Information from the invester was very misleading and could have been simplified to remove first reaction panic stations to documentation received.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Financial portfolio that required management

How has Steven Haigh helped you?

To satisfactorily manage that portfoloi

Have you seen the outcome you were hoping for?

Considering the current outside influences, yes.

What could they have done better?

Nothing springs to mind

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Early Retirement

How has Steven Haigh helped you?

Gave me the confidence and trust to retire early knowing my savings were in good hands and invested in the best possible place .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Inheritance - how best to invest for the future

How has Steven Haigh helped you?

By advising on investments

Have you seen the outcome you were hoping for?

It has been a volatile market over the previous 10 years but our investment has largely been protected

What could they have done better?

Given the markets and our appetite for risk, their advice has been sound

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Money in the bank decreasing annually since the crash of 2008

How has Steven Haigh helped you?

Advised me on how best to invest money

Have you seen the outcome you were hoping for?

Yes I'm pleased

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

all should use one.

How has Steven Haigh helped you?

very very well.

Have you seen the outcome you were hoping for?

+

What could they have done better?

+

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

When i realised i needed a saving plan to secure an income in later years

How has Steven Haigh helped you?

He has advised and guided me with investments to maintain a steady income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Early retirement/ pension drawdown

How has Steven Haigh helped you?

Steven helped consolidate my pension pots and clearly explained the various options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Nearing retirement.

How has Steven Haigh helped you?

Set up Pension plan and investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

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

Dissatisfaction with previous advisor

How has Steven Haigh helped you?

Transferred fund to better option

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Best way to amalgamate pensions and best pension provider

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Isa performance, probably could have done better, hindsight wonderful thing.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

We wanted to invest for our long term future

How has Steven Haigh helped you?

He has provided advice with investments to achieve or financial goals

Have you seen the outcome you were hoping for?

Not yet!! But it takes time

What could they have done better?

Nothing really

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

We have used advisers for many years both before and after retirement to help us prepare for life after work

How has Steven Haigh helped you?

We have been with Steven for many, many years and he has always had our interests at the heart of all the advise and help he has given us

Have you seen the outcome you were hoping for?

Yes under Steven our needs have always been met

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Private pensions coming to maturity

How has Steven Haigh helped you?

Steven incorporated my different pensions into one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. A very helpful advice

Review from verified client

September, 2023

Overall

Advice

Value

Service

Based in West Yorkshire

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

We had a little money we wanted to get the best from. Also we wanted to be able to help out my Grandson for when he gets older.

How has Steven Haigh helped you?

Steve suggested the best ways for our savings. He explained the risks and helped us make the right decision. He explained the options we had for my Grandson. We are happy with how are savings have grown and my Grandson has a nice little nest egg.

Have you seen the outcome you were hoping for?

We are very pleased with how our savings are growing

What could they have done better?

I don't think we could have done any better.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

Pensions and retirement

How has Steven Haigh helped you?

Steven was the pension adviser for my pension scheme. He advised me on retirement 7 years ago, and has remained my adviser.

Have you seen the outcome you were hoping for?

Yes. My pension fund and Investments are doing ok

What could they have done better?

Nothing that I am aware of.

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Steven

A useful meeting

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

We wanted a better return on our savings.

How has Steven Haigh helped you?

Steven Haigh has given us professional advice and helped us invest our savings in line with our needs and wishes, at all times being clear about our options and happy to answer any questions we had as new investors.

Have you seen the outcome you were hoping for?

We have been really pleased how our investments have performed over the last 5 years, all in line with Steven's forecasts and during the pandemic his reassurances to trust in the medium to long-term recovery of the markets.

What could they have done better?

We cannot think of anything Stephen and his team at Portal could have done or do better. Very happy with all advice, guidance and support that has been given.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

My savings were not productive

How has Steven Haigh helped you?

Yes. By selecting products suitable for my risk levels,he has increased my capital, annually.

Have you seen the outcome you were hoping for?

Yes. My money is working for me

What could they have done better?

I should have approached a financial adviser many years before I did

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Wanting to invest inheritance money following the death of family members.

How has Steven Haigh helped you?

Nothing is too much trouble for Steve. He’s always on hand to answer queries and support me with making the best decision based on my individual circumstances.

Have you seen the outcome you were hoping for?

My investment has dropped due to current financial climates, but I am confident that by maintaining my investment that I will seek the desired outcome in the longer term.

What could they have done better?

Nothing.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

My late husband used Mr Steven Haigh for his pension. I therefore choose to stay with Mr Steven Haigh when transferring the pension to myself.

How has Steven Haigh helped you?

Steven Haigh has transferred my late husband's pension into my name.

Have you seen the outcome you were hoping for?

I am very happy with the outcome. Mr Haigh sorted everything out for me.i v

What could they have done better?

I can't fault anything regarding the advise and support I received. I am very happy with it all.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

Retirement

How has Steven Haigh helped you?

Use my savings wiseley

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing really

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Planning for retirement

How has Steven Haigh helped you?

Advised in aspects of annuity and drawdown for retirement income. Advised on investment of capital.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Yorkshire

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

Early retirement and investment advice

How has Steven Haigh helped you?

Steven gave clear advice which then gave us confidence to retire early in the knowledge our money was safe and invested in the correct way.

Have you seen the outcome you were hoping for?

Yes overall we are very happy with the outcome.

What could they have done better?

Nothing we are very happy.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

To consolidate several pension pots

How has Steven Haigh helped you?

Steven gave informative advice in a way which was easy to digest .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

pending retirement

How has Steven Haigh helped you?

good advice, which is borne out by my returns

Have you seen the outcome you were hoping for?

yes

What could they have done better?

?

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

My investments with another provider needed sorting out

How has Steven Haigh helped you?

Personal advice readily available and very well explained.

Have you seen the outcome you were hoping for?

Yes I have, so far.

What could they have done better?

Nothing, as you can always get in touch with Steven one way or another to discuss your options. You always receive a yearly call from him to discuss your account.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Investment advice

How has Steven Haigh helped you?

Steven took time to listen to our requirements and carefully proposed a range of investment products to meet our needs

Have you seen the outcome you were hoping for?

While the markets have fluctuated over recent years, our investments have risen over time

What could they have done better?

Steven has been available when required and has happily met with us to discuss matters when we have required advice

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Guidance with my finances

How has Steven Haigh helped you?

Guided and assisted me in my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Steven is very good.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Investment and pension requirements

How has Steven Haigh helped you?

Excellent advice before making any decisions

Have you seen the outcome you were hoping for?

Yes, both investment and pension performing well

What could they have done better?

No, happy with everything

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

He helped setup my pension which is drawdown, and the Investment of my 25% of tax free money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that comes to mind

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Good advice from a parent.

How has Steven Haigh helped you?

I’m so many ways.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Private pension maturity

How has Steven Haigh helped you?

Steven has integrated two pensions and set up my pension portfolio.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in North Yorkshire

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

Dissatisfaction with previous advisor

How has Steven Haigh helped you?

Transferred retirement pension pot to a more suitable fund.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had just taken voluntary redundancy and also drawn my company pensions and was looking to invest the money from these, and to enable me to supplement the monthly pension.

How has Steven Haigh helped you?

Steven was able to put an investment plan together that suited my needs.

Have you seen the outcome you were hoping for?

Yes , in the first three years I was drawing a regular income to supplement my monthly pensions, Bur due to COVID I stopped taking out any money in order to preserve the savings I had.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

As I approach retirement I realised that I needed professional support in managing my investment portfolio.

How has Steven Haigh helped you?

Steven has correctly advised me on the funds to invest in that have/are making profits

Have you seen the outcome you were hoping for?

Yes, generally my investments are successful.

What could they have done better?

I have no criticism of the service and outcomes.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed guidance for skills that I don't have

How has Steven Haigh helped you?

Yes

Have you seen the outcome you were hoping for?

Yes so far I have

What could they have done better?

?

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

None really.

How has Steven Haigh helped you?

Made things easy to understand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

To invest inheritance money.

How has Steven Haigh helped you?

He provided clear advice and made sure I was aware of all options that were available for me to get the best out of my investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

n/a

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Steven

Good advice straight up and to the point

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Had a business at the time and needed plan / invest for my retirement.

How has Steven Haigh helped you?

Provide sound, practical advice which has served me well year on year achieve strong returns way above the market.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, always contacts me on a regular basis to check in with progress.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Set up a Prudential drawdown

Have you seen the outcome you were hoping for?

Yes good returns

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Years ago my husband and I wanted advice on planning for financial security for the future.

How has Steven Haigh helped you?

We were given sound advice which took into account our income and the risk levels were happy with. His manner is very agreeable and we never feel pressurised in any way.

Have you seen the outcome you were hoping for?

We have made steady profits on our investments , much greater than if our savings had been in the bank and better than we hoped for. We now have a very comfortable retirement .

What could they have done better?

We have known Stephen as our financial advisor for many years and cannot think of anything he could have done better.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Suffolk

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

I wanted to select a range of financial investment vehicles to (a) create a balanced portfolio and (b) reflect my risk profile. This would require more time and expertise than I possessed, hence the need for sound advice

How has Steven Haigh helped you?

Steve defined a portfolio of investments which suited our circumstances and attitudes to risk and, over the years, has returned handsomely for us

Have you seen the outcome you were hoping for?

Yes - outcomes have in some cases exceeded expectations

What could they have done better?

With the financial crash in 2007/8, covid in 2020 and various ups and downs in between it is difficult to see how their performance could have been improved given the wildly fluctuating market conditions

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted advice around my Pension and AVC’s, linked to annual allowance.

How has Steven Haigh helped you?

Steve advised on alternative options to AVC’s including investment ISA’s as a way to top up my pension ready for retirement.

Have you seen the outcome you were hoping for?

Yes, I was very happy with the advice given and myself and my wife have invested in products recommended by Steve.

What could they have done better?

Nothing.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Taken early retirement and needed to manage investments and income.

How has Steven Haigh helped you?

Was able to agree a portfolio to maximise income whilst balancing risk

Have you seen the outcome you were hoping for?

Early days but so far yes.

What could they have done better?

So far I’m happy with the service

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Money earning nothing in bank

How has Steven Haigh helped you?

Advised where to.invest safely with minimum risk

Have you seen the outcome you were hoping for?

Beginning to now after a loss due to the pandemic (I'm surmising)

What could they have done better?

As they're governed by world markets not sure they could have done better

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Inheritence

How has Steven Haigh helped you?

Provided excellent advice and investment options which we followed and provide great results

Have you seen the outcome you were hoping for?

Yes - good progress on investment

What could they have done better?

Excellent for our needs

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Retirement advice and investment

How has Steven Haigh helped you?

Advice and procurement of products

Have you seen the outcome you were hoping for?

Yes very happy

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

For financial advice on planning best use of savings during retirement

How has Steven Haigh helped you?

Can advice on best place to put money from property sale to last during retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think so

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Merging multiple pension schemes into one sceme

How has Steven Haigh helped you?

Advised on the best plan and life insurance options

Have you seen the outcome you were hoping for?

Yes. More than satisfied

What could they have done better?

I'm not sure they could have done better. Friendly expert service.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Advised on what type of of Pension and savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Completely satisfied

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had 3 pensions that were all not making a great deal of money

How has Steven Haigh helped you?

Steven put all 3 in to a new fund that he managed for me. The new fund has made me a lot more money than i was getting previously before speaking to Steve.

Have you seen the outcome you were hoping for?

Yes i am pleased with the outcome pandemic permitting.

What could they have done better?

nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pensions

How has Steven Haigh helped you?

Sorted it with evidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in North Yorkshire

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

Advice re pension fund

How has Steven Haigh helped you?

Advised and improved return by switching funds.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had an amount of money from a house sale and wanted a low-ish risk investment.

How has Steven Haigh helped you?

Firstly, he made me feel very comfortable and I felt I was in safe hands. He is friendly and very easy to talk to.

Have you seen the outcome you were hoping for?

I am very pleased with the return so far.

What could they have done better?

Nothing. I am confident enough in his competence and knowledge to have recommended him to friends

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

When I retired, I felt that I needed to speak to someone who would advise me carefully how best to invest my retirement income. Steven was recommended to me by a friend and colleague. I have always trusted his advise and integrity

How has Steven Haigh helped you?

He gave me several options on what best to do with my retirement income. After several discussions, he recommended those he thought were best suited to my needs.

Have you seen the outcome you were hoping for?

My Portfolio was bringing good returns. Unfortunately, the current situation has impacted hopefully things will ease soon.

What could they have done better?

I think that given the current situation with the impact of Covid 19, it is difficult to know what any of us could have done differently.

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Steven Haigh helped you since your last review?

Selected different funds for my personal pension

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had some money to invest and decided I wanted all my investments in one place.

How has Steven Haigh helped you?

He talked me through the best way forward and explained every aspect of what I wanted including the ups and downs.

Have you seen the outcome you were hoping for?

Over the last few years, definitely. Obviously this year has caused a major setback, but I have been kept informed of the situation very well by my adviser and hopefully things are getting back on track.

What could they have done better?

For me personally, there is nothing he could have done any better.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Advise on pensions when retiring

How has Steven Haigh helped you?

Came up with a drawdown plan that looked ok

Have you seen the outcome you were hoping for?

Initially but lately not so

What could they have done better?

Not a lot I guess due to current circumstances

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Consolidating company pension schemes

How has Steven Haigh helped you?

He recommended the appropriate person to facilitate and provides ongoing assistance

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Sorted my pensions

How has Steven Haigh helped you?

he did what was askef

Have you seen the outcome you were hoping for?

yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement lump sum

How has Steven Haigh helped you?

Showed me the best ways to develop my lump sum

Have you seen the outcome you were hoping for?

I would have but COVID 19 has curtailed growth some what

What could they have done better?

N/A

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I needed independent advice and to consolidate my portfolio.

How has Steven Haigh helped you?

Steven gave us financial advice, talking through the available products, which seem to meet our needs.

Have you seen the outcome you were hoping for?

Considering the present situation of COVID, they have done quite well.

What could they have done better?

Quite happy with current service.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

Banks paying hardly any interest

How has Steven Haigh helped you?

He advised me well and inspired me wit confidence to go ahead

Have you seen the outcome you were hoping for?

Unfortunately the pandemic arrived so the answer has to be 'No'. However I expect things to improve over the next year or so

What could they have done better?

I cant think of anything as the meeting I had covered all aspects

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I've had a financial adviser for many years

How has Steven Haigh helped you?

I've dealt with Steven for quite a few years now in relation to my investments and savings and have always found him very pleasant to deal with, fair and I trust his advice. I think Steven has always understood my needs and has tailored his advice accordingly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Steven

Professional , polite , knowledgable and trustworthy .

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Financial advice

How has Steven Haigh helped you?

financially adviced us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with his service

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Inheritance and better use of savings

How has Steven Haigh helped you?

Helped to provide a balanced set of investments

Have you seen the outcome you were hoping for?

A safe and prudent portfolio - still part of our long term plans

What could they have done better?

A good listening initial consultation and regular updates. Look the real time online platform

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Arrange and set up Pension and Investment

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

I have been with Steven for any years .

How has Steven Haigh helped you?

Steven has always offered excellent advice and good service. He was particularly helpful when my husband passed away and handled my finances very well

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

To manage my pensions and ISA's as I move towards retirement

How has Steven Haigh helped you?

By managing all my investments and advising me on the best course of action, whether it be 'do nothing' or move certain investments to achieve improved yields,

Have you seen the outcome you were hoping for?

Yes, I totally trust the advice being given and the outcome, over the medium and long term, has always given good results

What could they have done better?

I cannot really think how my financial advisors could do any better - they fully understand the market situations and advise me accordingly.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was looking for an investment for my savings but I was unsure what options were available to me.

How has Steven Haigh helped you?

Steven advised me about my options and explained which products would be the most suitable for my investment. He thoroughly understood the products which instantly put my mind at ease and enabled me to feel confident in the investment I chose.

Have you seen the outcome you were hoping for?

Yes - despite the impact of the current Covid-19 situation I am happy with my investments

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Steven

Friendly, accomodating.Quickly responds to communication. Clear in his discription of services and charges

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Over my working life I had accrued several pension pots from numerous employers and being self employed. I needed professional advice on the subject.

How has Steven Haigh helped you?

Stephen knew exactly what I was looking for in the form of a drawdown pension, it`s like having a savings account but with better interest rates.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind.

Steven's reply

No problem John and thanks for the review!

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

after taking early retirement, and having money from my voluntary redundancy and lump sums from my pensions , I was looking at the best way to provide a monthly income to supplement my monthly income. I found portal online and was impressed by Steven's professional approach.

How has Steven Haigh helped you?

Steven set up a portfolio that best suited my needs , to provide a regular monthly income, and be able to withdraw money if needed for house improvements

Have you seen the outcome you were hoping for?

Yes, so far I have been able to take the required amount per month, and have withdrawn lump sums for home inplrovements.

What could they have done better?

At the moment I can see any areas that could be improved upon, I am very pleased with the outcome.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Age. Recognised wasn’t getting the benefits of some monies sitting in accounts for years

How has Steven Haigh helped you?

Sound financial advice. A face to face meeting and follow up confirmation of re investments.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement planning

How has Steven Haigh helped you?

Outlined all options for my pension pot, to maximise my retirement income, and better place my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension review

How has Steven Haigh helped you?

Collated various pensions into one

Have you seen the outcome you were hoping for?

Yes,definitely

What could they have done better?

Nothing much really,Steven is always happy to help at anytime.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Wished to invest our money wisely. Had been let down by previous advisers in other firms, so took up this recommendation from our accountant.

How has Steven Haigh helped you?

Steven gave us professional advice and arranged the transfer of our funds.

Have you seen the outcome you were hoping for?

Yes, the charges have now been met and the fund seems to be performing well at the moment.

What could they have done better?

He has a web page where clients can log on to their savings portfolio; this is subcontracted by him to another party and on a couple of occasions there have been slight issues with the web page.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Wanted professional advice in my retirement also the best and safest deals as to where to put my money.

How has Steven Haigh helped you?

Steven guided me through all the legal challenges that faces everyone who is near retirement age.

Have you seen the outcome you were hoping for?

Yes, absolutely, I feel totally happy with all his advice and guidance.

What could they have done better?

For me, absolutely nothing, he still continues to advice me on a regular basis as the markets and terms of companies change, advice I find extremely useful.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

He talked through all the options with me. Recognising my relative financial naivety , he offered very good advice and then encuraged me to make well informed decisions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

My own experience is that whenever I needed advice or reassurance , Steve was always at the end of the phone.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Looking for advice on longer term investments.

How has Steven Haigh helped you?

He took into account my then, current, circumstances, looked at what I wanted to achieve and the level of risk I was prepared to take. He then advised on a portfolio of investments and products to achieve that goal. Regular, annual reviews ensure that the portfolio is still appropriate and suggests changes as my circumstances and requirements have changed.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

We have had a financial adviser for years and have been with Steven for many years

How has Steven Haigh helped you?

He listened to what we were looking for and helped us get the right investments

Have you seen the outcome you were hoping for?

Yes we have an annual review and where necessary Steven recommends changes to give us the results we are looking for

What could they have done better?

None

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had a frozen pension that wasn't making any money

How has Steven Haigh helped you?

Steve invested into a SIP for me.

Have you seen the outcome you were hoping for?

Yes very pleased it has made roughly 25% froth in the past 5 years

What could they have done better?

Not a lot more really

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Receiving lump sum from pension

How has Steven Haigh helped you?

Advised on where to invest the lump sum after completing the risk questionnaire in an easy to understand way

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing comes to mind

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension and investment advice

How has Steven Haigh helped you?

Encouraged to claim my pension early which after investment allowed me to reduce my working week from 5 days to 3 days a week

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Clearly explained the pros and cons of the investment therefor reducing the risk

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Needed at my time of life!

How has Steven Haigh helped you?

Solid advice and I felt comfortable with his views.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I'm happy.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Immensely, both with forward planning and a host of options to savings and monthly incomes.

Have you seen the outcome you were hoping for?

Exceeded our expectations by some margin

What could they have done better?

No not at all, he is a very approachable person, trustworthy and knows his job.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Needed advice to convert an Annuity Pension into a Draw Down Pension and Investment advice on a current poor ISA return.

How has Steven Haigh helped you?

Steve set up a Draw Down Pension which released a tax free cash sum and set up an ISA Investment plan.

Have you seen the outcome you were hoping for?

Yes, the Draw Down Pension pays a monthly amount equivalent to the Annuity after drawing 25% tax free lump sum and the ISA investment is working well, after drawing 27 monthly pensions the total fund amount (both together) has remained the same, very pleased I made these decisions after Steves advice and help.

What could they have done better?

Sorry, no negative suggestions.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Self employed

How has Steven Haigh helped you?

Advised how best to convert pension pots into sensible investments and annuities.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Best way to invest some money for us and our grandchild

How has Steven Haigh helped you?

Very informative and explained so we could understand what we were getting for our money

Have you seen the outcome you were hoping for?

Yes, a good return on all our investments

What could they have done better?

Nothing. Very happy with Steve

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Steven Haigh helped you?

Advice on the various types of pensions schemes

Have you seen the outcome you were hoping for?

Yes very happy

What could they have done better?

To be honest I don't know

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

It was time to start drawing our pensions

How has Steven Haigh helped you?

Advice on how to go forward and what would benefit us the most

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Everything went smoothly and we are very happy

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Always had one

How has Steven Haigh helped you?

Great advice Easy to understand

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

N/a

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed advice on my retirement 3 years ago

How has Steven Haigh helped you?

Advised and organised my pension and some investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

he has done everything as asked

Review from verified client

August, 2019

Overall

Value

Service

Advice

Based in West Yorkshire

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

Shocking high street banks rates of interest

How has Steven Haigh helped you?

Gave me sound advice and was able to answer questions that concerned me

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Gave me the information requested and also was able to answer my questions

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed advice and guidance on managing pension pot as due to retire.

How has Steven Haigh helped you?

Steven very professional and friendly. Presented and talked through options enabling me to make a decision about my pension pot. Also assisted my husband and I to manage and invest savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at this time.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Approaching retirement.

How has Steven Haigh helped you?

Gave a very personal service that balanced my current and future needs and reassured me that despite not having a large amount of money to manage there would be enough for me to keep my head above water.

Have you seen the outcome you were hoping for?

Yes; so far so good given the current financial climate.

What could they have done better?

Can't really help here

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have had a financial adviser since I invested in a private pension scheme.

How has Steven Haigh helped you?

Steve helped me choose the best investments scheme for my pension fund and savings.

Have you seen the outcome you were hoping for?

So far they have been within expectations.

What could they have done better?

I am pretty much satisfied with the manner in which my account has been dealt with.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

To plan my retirement fund.

How has Steven Haigh helped you?

He understood what I needed and explained the best way forward. the most important thing was to make the most of my retirement fund.

Have you seen the outcome you were hoping for?

I have been happy with the recommendations he gave to me, and I believe they were the best for my needs.

What could they have done better?

Can't think of anything that could have been done better, Steven is always helpful and approachable.

Review from verified client

October, 2018

Overall

Advice

Value

Service

Based in West Yorkshire

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

To sort my private pension.

How has Steven Haigh helped you?

He sorted my pension and reinvested.

Have you seen the outcome you were hoping for?

Yes everything as gone well for me.

What could they have done better?

He as done very well as he nose what he is doing and i would recommend him

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

After taking VR and my pensions early I had funds available to invest. I looked around the various financial advisors in my area and decided to choose Portal , this is where I met Steven.

How has Steven Haigh helped you?

Yes He was very helpful in helping me to decide the type of investment I needed in order to provide a regular income from my investments. All the details of my investments had been made very clear and the associated risks.

Have you seen the outcome you were hoping for?

Yes , based on my investments I have been able to extract a sum of money to top up my monthly pensions. This means I am almost earning the same amount I did when working full time, I am now able to enjoy early retirement.

What could they have done better?

The only criticism I had was that some of the figures shown on the website are not automatically kept up to date, but they are addressing this. Steven is always available to discuss my needs and helpful in sorting out my requests.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

The need to have a clearer understanding that we were understanding our financial situation well and making the best use of our incomes.

How has Steven Haigh helped you?

He clearly explained options without heavily trying to sell. He was patient with a financial novice. He made sure we had all the angles and had chance to consider our options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I think it would be helpful if he checked in at least yearly to check things are ok and not always on us to contact him

Steven's reply

We do contact every client at least yearly and every client has a yearly review month. If clients want to be seen more frequently than this we are happy to but rely on them to initiate this.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

Sourced my retirement plan and investment.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Moving pension provider.

How has Steven Haigh helped you?

Grouped together all my pensions and provided life assurance.

Have you seen the outcome you were hoping for?

I will do long term.

What could they have done better?

Nothing really. Steven is always there if needed

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

Steven took care of all my investments, from ISA,s to my pension.

Have you seen the outcome you were hoping for?

Yes and more, totally satisfied.

What could they have done better?

Extremely satisfied with all advice given to me.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

Came up with a draw down package which suited my requirements.

Have you seen the outcome you were hoping for?

Yes performed well.

What could they have done better?

Can't think of anything

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed advice on where best to invest some spare cash and where to get the best interest for my Grandsons savings.

How has Steven Haigh helped you?

He sorted ISA for my Grandson and for myself and husband. Also invested a lump sum for us.

Have you seen the outcome you were hoping for?

Very pleased with investments so far also advice given for my husband's retirement.

What could they have done better?

Couldn't have done any better in my opinion.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed advise on private pension.

How has Steven Haigh helped you?

Helped with private pension & looked for best company to go with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Very helpfull & friendly.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Lancashire

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

Advice from employer.

How has Steven Haigh helped you?

Advised pension company.

Have you seen the outcome you were hoping for?

Better.

What could they have done better?

Nothing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

To get a monthly income from my private pension.

How has Steven Haigh helped you?

Brilliantly. Sorted everything out.

Have you seen the outcome you were hoping for?

Yes. Now getting a good monthly income.

What could they have done better?

We have been using Richard as our financial advisor for years, he does a fantastic job

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed sensible and practical advice re pension and saving.

How has Steven Haigh helped you?

Advised generally and had an uneducated grasp of my requirements.

Have you seen the outcome you were hoping for?

Yes I’m very satusfied.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Yorkshire

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

Independent contractor.

How has Steven Haigh helped you?

Steve has provided me with a range of financial products that give a great return for what I'm looking for.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Not for me. Regular reviews work and returns speak fir themselves

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted to check that my investment portfolio was still appropriate as my circumstances had changed.

How has Steven Haigh helped you?

He did a thorough check of my existing portfolio and needs, he then made a couple of suggestions as to the direction my portfolio should take to meet my change in circumstances. He presented the advice in a clear and easy to understand way. At no point did I feel pressurized into making the proposed changes. Every year he contacts me so that we review the portfolio and check that it still meets my needs.

Have you seen the outcome you were hoping for?

Yes, overall my portfolio has done very well and produced good returns.

Review from verified client

October, 2018

Overall

Service

Advice

Value

Based in West Yorkshire

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

Retirement planning.

How has Steven Haigh helped you?

He referred me to a colleague due to the amounts involved and he discussed the pros and cons with me regarding the planned investment option.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

our old financial adviser retired & recommended Steven.

How has Steven Haigh helped you?

Help us get a good return & ensured our money was invested wisely.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

None

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Previous financial planner retired.

How has Steven Haigh helped you?

Prepared our savings and pension plans which are now just coming to fruition.

Have you seen the outcome you were hoping for?

Yes - all suggestions have been suited to our financial needs.

What could they have done better?

While we are very happy with the products suggested to us - comparative products may have helped reinforce we were getting the most appropriate product for our needs

Review from verified client

October, 2018

Overall

Value

Advice

Service

Based in West Yorkshire

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

Moving pensions.

How has Steven Haigh helped you?

Brilliant professional advice.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Nothing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had some investments that had matured and wanted to find a better return on them.

How has Steven Haigh helped you?

In a very friendly calm manner he explained in detail what he thought was the best way forward for my investments.

Have you seen the outcome you were hoping for?

I have been very pleased with the way my investments are performing.

What could they have done better?

My financial adviser is a very approachable person and easy to discuss things with. His knowledge is invaluable and has his clients interests at heart. He regularly communicates with me to see if everything is alright and whether any changes would benefit me more. Would definitely recommend him to other people.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Yorkshire

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

I was self employed with various pension entilementd accrued from personal and and prior company pension schemes.

How has Steven Haigh helped you?

Steve gave invaluable advice in terms of how to make best of the pension pots including whether to take tax free lump sums and where to reinvset them versus taking out annuities both with the company pension providers and others.

Have you seen the outcome you were hoping for?

Yes, fully satisfied, after nearly seven years of relationship. The difference between Steve and the other financial advisers we consulted is that Steve demonstrated that he put our future financial security before any return he might gain. Steve oozes with integrity. We were able to shake hands with me saying I was not over bothered about his return because he had achieved what we needed. It is nearly seven years since we shook hands and everthing has gone to plan or better.

What could they have done better?

Nothing.

Review from verified client

October, 2018

Overall

Service

Advice

Value

Based in West Yorkshire

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

Needed advice in preparation for retirement.

How has Steven Haigh helped you?

Steven helped our pensions and investments. It was good that he came to our home and chatted through all the options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Steven gave 101% of his time to ensure we understood where our money was being invested

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Planning for retirement.

How has Steven Haigh helped you?

Good advice and planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I honestly don't know

Review from verified client

October, 2018

Overall

Advice

Value

Service

Based in Yorkshire

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

Both my wife and I were reaching an age where we needed to look at the future and makes plans.

How has Steven Haigh helped you?

Steven visited us on numerous occasions whilst we decided which way to go, offering advice and guidance. A professional, honest and reliable service.

Have you seen the outcome you were hoping for?

Our plans are well on the way to achieving our goal and my wife is looking at going to 4 days a week.

What could they have done better?

Nothing Steven has provided us with ideas and acted on our instruction.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

To gain a greater understanding of my investments and pensions.

How has Steven Haigh helped you?

By giving a clear explanation of the above.

Have you seen the outcome you were hoping for?

Yes 100%.

What could they have done better?

n/a

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Steven

Steven was very helpful

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

Advice on various options for pension.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

our existing adviser retired and recommended Portal to us.

How has Steven Haigh helped you?

Steven recommended we continue with some investments and to change others to give us a better but secure return.

Have you seen the outcome you were hoping for?

Yes pleased with the results.

What could they have done better?

Nothing I can think of, we have an annual review to discuss our investments but know we can speak to Steven at any time if we need to

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Recent inheritance and general savings overview.

How has Steven Haigh helped you?

He carefully listened to our requirements and presented us with a portfolio of investments and savings in a friendly and professional manner.

Have you seen the outcome you were hoping for?

In just a matter of months our investments have made back our initial fees!.

What could they have done better?

Nothing. He was very friendly and fully explained everything clearly and concisely. I love the website where you can monitor your investments in real time!

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in North Yorkshire

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

Wanted make sure l had money invested for our future.

How has Steven Haigh helped you?

Steve helped a lot made sure we had private pensions set up and if we had any extra money to put in a bond which we had access to if needed.

Have you seen the outcome you were hoping for?

Yes the bonds have done well , pensions still on going.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed to understand how to move from interest only savings to other more beneficial savings options.

How has Steven Haigh helped you?

Reviewed our financial position, offered advice on various ways to invest our savings including the level of risk with a view to having additional income in retirement.

Have you seen the outcome you were hoping for?

Yes the investments are for the long term have proven to be a good choice of return vs. risk.

What could they have done better?

Initially I probably didn't understand the full extent of the charges but now the investments are showing a good return even with the charges being taken into consideration.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Withdrawing private pensions.

How has Steven Haigh helped you?

Advice on investment and pension pot.

Have you seen the outcome you were hoping for?

Yes. Very happy with outcome.

What could they have done better?

Nothing Very satisfied with advise given and outcome

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

My retirement from full time work meant I wanted to understand my options particularly since i was interested in raising some funds to give to my daughter to help her towards buying a house.

How has Steven Haigh helped you?

Made it very clear what assets I had and what wd be the easiest and most prudent way of doing this. Allowed me to make the decision have made sure i understood what my financial position was and what the impact of transferring money from my own use to my daughter's.

Have you seen the outcome you were hoping for?

Yes, the house purchase has gone ahead and my daughter and her partner are secure and happy and I am still solvent.

What could they have done better?

I have always been nervous about managing my money and had a deep fear that I would not have enough to live an independent life. Steve is hugely personable, thoughtful, patient and trustworthy and has taken my anxieties away.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Coming up to retirement.

How has Steven Haigh helped you?

Understood our needs and advised us on all options available. Went beyond what was asked of him.

Have you seen the outcome you were hoping for?

We were clear on all recommendations and are happy at the moment with the pension arrangement.

What could they have done better?

Nothing, he was helpful with all that was asked of him.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Yorkshire

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

I have had investments for years and I was looking to change my Adviser and Steven had come highly recommended.

How has Steven Haigh helped you?

He helped me by restructuring both my mortgage and my investments this also led to me looking at my private pensions and moving them into a more manageable and visual area. I was very happy with this service and now have ease of viewing for all my financial affairs.

Have you seen the outcome you were hoping for?

yes very much so. The products and outcome have been most satisfactory and I now have ease of access for my savings.

What could they have done better?

there is little that could have been done better as Steven is a good listener and has supplied products that fit both our needs and the risks we want to take.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Moving pension schemes. Getting life assurance.

How has Steven Haigh helped you?

Helped with the move of my pension schemes to a sipp and with cover for life assurance and critical illness cover.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Customer satisfaction 100%

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Set up my own SME business.

How has Steven Haigh helped you?

Provided practical & pragmatic advice on options available.

Have you seen the outcome you were hoping for?

Yes and some. Investments continue to out perform inflation rates by a factor of 2 to 3 times each year.

What could they have done better?

Nothing more for my circumstances. Just simple great advice

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Investing monies.

How has Steven Haigh helped you?

Found the best fund for me and listened to what I asked him to invest in.

Have you seen the outcome you were hoping for?

Yes very pleases.

What could they have done better?

Nothing very satisfied would recommend him to anyone

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Lancashire

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

Had one for forty years.

How has Steven Haigh helped you?

In everyway.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in North Yorkshire

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

Sold a business and wanted advise on investments.

How has Steven Haigh helped you?

Sound practical advice that gave me what l required.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

They did all l asked for in a professional and friendly way

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

My Investments with the Bank were coming to an end and I needed to find a better deal.

How has Steven Haigh helped you?

He found a Plan which fitted my circumstances and explained the charges etc.

Have you seen the outcome you were hoping for?

So far I have and am very pleased with the results, although I do appreciate an know that things can change and not always for the better.

What could they have done better?

Nothing really, as he explained everything very clearly and in an easy to understand manner. the atmosphere in his Office was relaxed and private.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

To help with investments and pension.

How has Steven Haigh helped you?

By arranging the above.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Plan for retirement.

How has Steven Haigh helped you?

Assessed our situation and advised the best plan.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement.

How has Steven Haigh helped you?

Advised me on Pensions and Investments.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed someone who you can trust & helpful.

How has Steven Haigh helped you?

Advised me on my pension & isa.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

Equity released from the sale of a property gave a requirement for financial advise.

How has Steven Haigh helped you?

Obtain access to better than other available investment returns.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I am aware of.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

swapping from another IFA who was underperforming.

How has Steven Haigh helped you?

Changed my pension and got instant results, those results have continued to make me happy!.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

genuinely don't have any complaints, sorry

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Steven

Good first meeting, discussed my options and will get back me when he has all the details required to further advise me.

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Steven

Good balanced conversation offering range of options to consider

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Yorkshire

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

Impending retirement meant that I needed clear advice about what to do with my pension.

How has Steven Haigh helped you?

He was very clear in explaining what my options were with regards to investments. He made several suggestions as to what might suit my needs, again explaining each option fully The most important thing I felt was the reassurance I felt throughout each meeting with Steven.

Have you seen the outcome you were hoping for?

Absolutely delighted with all the advice given. I feel that Steven really understood what I wanted from my pension and tailored things accordingly. Thank you. I am very happy with my pension arrangements and Steven has made it clear that I can approach him at any time if I am unsure about things.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

Investment following a divorce.

How has Steven Haigh helped you?

Asked how I wanted the monies to work for me.

Have you seen the outcome you were hoping for?

Not yet as this is a long term investment.

What could they have done better?

Nothing he listened to what requests I had and offered his advice but left the final decisions to me

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

my husband has had the services of steven for a long time.

How has Steven Haigh helped you?

he helped to sort out the pension uses and was very good explaining all we needed to know he also helped to get a person to come and sort wills and all that goes with that .

Have you seen the outcome you were hoping for?

we have found all the documents were understandable and easy to read so it takes a lot of worry .there have been no problems that were recommended by steven.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

To get best advice about my investments instead of dealing with the Bank.

How has Steven Haigh helped you?

He gave me a full explanation of my options and advised on what was best for me and my circumstances.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

The need to plan for retirement as I was self employed and to save regularly.

How has Steven Haigh helped you?

His advice is given in an easy to understand way, and he chooses sensible options for you to consider.

Have you seen the outcome you were hoping for?

More or less, considering the recent financial troubles. He has built us a sensible savings portfolio which we can rely on.

What could they have done better?

Difficult to think of anything really. We are low risk investors and happy with what we have achieved through taking Steve's advice.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Steven

First impressions very good. Going to use his services with pension planning.

First impression from a user who is not yet a client

May, 2016

Overall

Please provide a brief comment about your experience with Steven

Steven has not, to my knowledge, contacted me yet. Perhaps he is away, so it may not be his fault. I was contacted by Vouchedfor to ask if I'd heard from him, and I said no, but nothing happened as a result. I no longer require this service, in any case, as I have re-evaluated my plans for the future. As Steven did not contact me, it is impossible to answer most of the questions on this form accurately, but I am still obliged to answer them!

Steven's reply

We tried to contact the client as soon as we were informed; however the telephone number we were provided with was incorrect and we were unable to get in touch with the client.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Steven

A good experience. Steven is very pleasant and personable and I felt he assessed my requirements very accurately.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

Savings to invest.

How has Steven Haigh helped you?

Found a relevant investment portfolio for my needs.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

I sold my house and had a few pounds to invest. I.

How has Steven Haigh helped you?

Steven had to explain everything in a way I understand and was very patient doing so. I have never dealt with finances but my husband now has dementia and I have everything to deal with. He advised me where to invest money and suggested what I should do with existing pensions.

Have you seen the outcome you were hoping for?

Not yet.

Review from verified client

February, 2016

Overall

Value

Advice

Service

Based in West Yorkshire

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

Aged 55 release private pension.

How has Steven Haigh helped you?

Advised to move to a different company and do a drawn down.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Lancashire

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

Personal ignorance.

How has Steven Haigh helped you?

Where to place my money.

Have you seen the outcome you were hoping for?

Better than l hoped for.

What could they have done better?

I do'nt know about any better but I am very pleased with my result

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Steven

Steven has helped me to invest a sum of money that I have acquired since I was recently widowed. He was friendly, compassionate and professional and explained clearly the way that the different kinds of bonds and investments work. He has given me sound advice about what to do about my mortgage and has taken into account my circumstances and concerns about the future.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was self employed and had various company and personal pensions and investments reaching maturity.

How has Steven Haigh helped you?

Reinvestment including the tax free lump sums from the pension pots, the old investments and annuities as necessary.

Have you seen the outcome you were hoping for?

Exactly as predicted.

What could they have done better?

Steve secured our retirement by his sound advice. There was no hard sell just sensible discussion regarding the options. He then made sure what was agreed was effected so there is clarity as to where the money was disbursed and what his fees would be.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Set up my own contracting business.

How has Steven Haigh helped you?

Provided excellent professional advice on setting up suitable protection & pension tailored to my personal needs.

Have you seen the outcome you were hoping for?

Continuing to invest and seeing excellent returns on a consistent basis.

What could they have done better?

Annual reviews are great, useful thing for me

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed pension and savings advice.

How has Steven Haigh helped you?

Guided us through our pension plans and discussed with us best possible savings investments.

Have you seen the outcome you were hoping for?

Yes we are now receiving a good pension and our savings are earning a good interest rate.

What could they have done better?

Our financial advisor gave us everything we needed and could not have managed without him.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension needed to be looked at.

How has Steven Haigh helped you?

Advised on pension and help transfer and setup.

Have you seen the outcome you were hoping for?

Yes seen good increases to pension.

What could they have done better?

Nothing. Everything was covered in what I went for

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Very low interest rates from the bank and we had money we wanted to work for us.

How has Steven Haigh helped you?

He advised us about various investment potentials.

Have you seen the outcome you were hoping for?

Our money is now working really well for us and our portfolio is increasing nicely.

What could they have done better?

That's a really difficult question because Steven is doing exactly what we require.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

To seek advice on pensions and life assurance.

How has Steven Haigh helped you?

Simplify matters,explain easily,often keeps in touch and above all else,trustworthy and someone i can 100% recommend.

Have you seen the outcome you were hoping for?

Apart from world markets up and down,situation is ok,pensions are long term plans.

What could they have done better?

Honestly,nothing could have been dealt with better,always there at the end of a phone call.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Divorce.

How has Steven Haigh helped you?

Advised and instigated ISA and pension transfers and investments. Also recommended suitable life insurance cover for the missus.

Have you seen the outcome you were hoping for?

I'm getting there. It's looking promising, but some way to go yet.

What could they have done better?

Nowt

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

looking for a mortgage car loan pension investment.

How has Steven Haigh helped you?

we got a good deal on our mortgage and car loan combined we have just invested a pension in to a savings bond.

Have you seen the outcome you were hoping for?

mortgage is paid off looking forward to the future with the saving bonds.

What could they have done better?

none

First impression from a user who is not yet a client

April, 2015

Overall

Please provide a brief comment about your experience with Steven

I was unsure what to do with some financial options and after seeing the reviews I though Steven might be able to help me. It turned out that I needed to make some decisions and that my portfolio was likely to therefore shrink to a point where I would not

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

I have used this company for years now, on the back of a few recommendations from other people. The advice I have been given is brilliant, I wanted to cancel a policy as I didnt see the point in paying monthly, the old attitude "it'll never happen to me" (critical illness). I was advised not to cancel and had the benefits explained again. it just so happens, it did happen to me, and I had my claim accepted.

What could they have done better?

I don't think there is anything they could have done better for me, they always keep in touch without any hassle, they are friendly and informative. If I need to add any items on my home insurance it is done straight away.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Steven is personable, friendly and most helpful. He's also brilliant at explaining products and resources in a down to earth manner. It's much appreciated!

What could they have done better?

Really happy with things!

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Steven is very flexible with his appointments and is always prompt, well presented and prepared. He is very easy to have in our home and discuss our financial affairs with. He seems very knowledgable and gives clear appropriate advice.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Steven always provides an excellent level of service and anything hat we don't understand is always fully explained in real terms

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Steven listened to what I wanted to achieve with my investments and the level of risk I was prepared to take. He explained various investments which would fit my requirements. There was no pressure to decide straight away. After due consideration we agreed on how best to invest my capital and after about a year I am very pleased with the performance of the investments.

What could they have done better?

The charges for some investments can be a little difficult to understand so perhaps these could have been a little better explained.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Steven Haigh has consistently given us sound advise for over 10 years. He understands our financial needs and our attitudes to risk taking. He has been particularly helpful with pension advise, steering us effectively through the whole process.

What could they have done better?

We find it difficult to think of anything that Steven could do better. We think he has advised us well and he explains financial matters so that they are easily understood. He does what he says he will do. He stays in touch and is easy to contact.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Excellent communicator with strong financial background.

What could they have done better?

Couldn't wish for a better advisor

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Responds quickly to requests, provides documents when required, useful on-line real-time valuation service, provides good advice with a good sense of humour thrown in

What could they have done better?

Can't think of anything major - drink less of our coffee perhaps...

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Excellent subject knowledge and delivers advice at a pace which enables you to understand the information fully. Pleasant personality and a very trustworthy person who researches the market and various companies giving you choices as to what is available based on your personal circumstance and your view to risk as a whole. Not pushy and never felt under any pressure following his advice and always found Steven helpful and going that extra mile to assist with any questions or queries raised.

What could they have done better?

Nothing much just keep up the great standards already set.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Takes care to understand what you want to achieve There is no pressure or hard sell Thinks long term and makes sure that both you and he will benefit from a lasting relationship He understands the market and better products He is genuine Our retirement is secure due to his considered thinking

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Communicates well and simplifies issues.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Provided a professional service. We explained what we were wanting to do with regards to savings for us and our grandson. Steve explained all our options easily so we fully understood what we were signing up for. We were very satisfied with all the information we were given and would not hesitate in recommending Steve to anyone wanting financial advice. He also helped my parents to put their affairs in order. We were given login details to his website so we can keep regular checks on how our investments are doing. This helps to give peace of mind. A great service

What could they have done better?

I cannot find any problems with the service we received.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

I have used Steven haigh for a long time and setup a number of insurance policies with him which I still have running today. Most recently I needed to sort out my work pension and used Steven to setup a new pension plan. Rest assured his advise is is second to none and he is very knowledgable and extremely friendly.

What could they have done better?

He has always helped me out with all my needs and I cannot think of anything that the need to improve on.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Very Approachable and thorough

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

He provided very professional, thorough advice in a friendly manor. He obviously knows his business well and had a good way of simplifying his professional termanolagy making it easier for us to understand. Having access to a wide rage of market leading providers he was able to offer some very competitive packages.

What could they have done better?

I couldn't honestly think of anything that Steve could have done better to make things easier for us.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

Everything was clearly explained to us and various options were given. I didn't feel I was being pushed towards one option but advised of the benefits of both. He was friendly and the atmosphere relaxed

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Steven Haigh helped you?

He was able to provide accurate advise, and explain all the gargan that can be confusing. He was patient and at no time did I feel pressured into making any decisions. He was always timely and promotes himself in an extremely professional manor. He had to look at quite complex and lengthy matters for myself and he took the time to look into them in depth and really find me the best option for myself. I was 100% satisfied with the service I received I could not recommend him enough.

What could they have done better?

Nothing