Adrian Keith

Pearson Financial Consultants Ltd

Reviewed for

Mortgages ( 1 )

Pensions ( 14 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 8 )

Reviewers' assets

£500k+ ( 2 )

£100k - £200k ( 3 )

Up to £50k ( 6 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Suffolk

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

Have sold house and need help with how best to manage the capital and our future in retirement.

How has Adrian Keith helped you?

Reviewed our situation and gave us a pictorial overview of our finances.

Have you seen the outcome you were hoping for?

We were pleasantly surprised at his assessment of our situation. Thankyou for explaining this so clearly to us.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Turns up on time open and honest if you ask questions he replies very quickly. Easy to talk to and understands what I want from my pension fund

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Adrian Keith helped you?

over the year's Adrian has looked after me I have concistantly had good advice.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Adrain, Suzanne and the team are regularly in touch and they are all familiar with my account and responsive to my needs. I am very happy with the regular reviews and portfolio updates both on general market trends and my specific portfolio. These are clearly written in simple terms so easy to comprehend. Whilst I make occasional decisions regarding my portfolio , Adrian is happy to accomodate these but als not afraid to point out any shortccomings in my plans and keep the portfolio on track. I have recommended him to a number of friends and family and whilst they did not transfer their portfolio the advice thy received was extremely useful and constructive and clearly appreciated.

What could they have done better?

This is hard as I am happy with the quality of the service , the reviews are frequent, well prepared, Adrian is accomodating as to availability , and will always return calls if with a client asap. I am happy to speak and rely on the advice of any of the team. and whilst i wish them every success I would not like to see them grow sinificantly and lose the personal touch

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Adrian Keith helped you?

Adrian took time to listen and understand my situation regarding my pension and created a plan that suited my goals and my attitude to risk. I believe he provides value for money and I like the fact that he works efficiently using an online service to let me see what's going on at any time.

What could they have done better?

Nothing, I am happy with the service

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Listens to concerns about future needs, friendly, not pushy.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Gave clear advice with a good understanding of my attitude to risk.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Adrian Keith helped you?

Adrian listened to my concerns as I have very little understanding of pensions he explained my options And gave me time to make my decision without being pushy .

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Adrian Keith helped you?

Adrian was quickly able to identify our knowledge and ability to understand the world of pensions and investments and subsequently shared information and advice with us accordingly. He does not patronise, yet talks in a simple manner that enables important decisions to be confidently made. His communication is timely and professional, yet friendly. Adrian gives sound advice, without being pushy. Nor does he advise on areas that are not his expertise.

What could they have done better?

Based on our experience so far, we do not feel there is anything Adrian could do better for us, based on the service and advice we are looking for.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Adrian Keith helped you?

He takes time to answer my questions and gives detailed background to explain financial decisions relating to my portfolio.

What could they have done better?

Sometimes I struggle to understand the link between the detailed financial explanations and the decisions I'm supposed to make as a customer. It would be helpful to have clarity around why he's explaining certain things so that I know how to make sense of the links between the explanations and my pension portfolio.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Adrian Keith helped you?

Friendly advice and guidance given in a way we could understand. Although the investment opportunities are extremely complex we received sufficient explanations to enable us to make a decision on where to place our funds.

What could they have done better?

At this point in a new financial arrangement we do not have any constructive criticism of the way our affairs were handled.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Adrian was been very helpful, and has explained all the elements of the pension that I required. Even if he had been delayed at a previous clients meeting, and was running late, he would call to tell me.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Coming to see you in your own home was great. Adrian was easy to talk to and explained things well.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Adrian Keith helped you?

I was having trouble with a company that had reviewed my pensions and felt I was being pressured into something I wasn't comfortable with. Adrian contacted me a couple of days after sending off an email to find an IFA. We made arrangements for the first of several meetings at my home where Adrian explained my current situation and what other options were open to me. After careful consideration I decided to let Adrian look after my pension interests knowing that I will receive regular reviews and sound advice. I found Adrian to be very patient and understanding when explaining the process to me

What could they have done better?

I don't think there was anything Adrian could have done better

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Adrian contacted me within 24 hours of my initial enquiry (email to IFA) He was friendly and able to advise me at home at my convenience. His advice was based on my needs and the risk factor I wanted. I was able to text him direct for follow up. His one off fee was very acceptable and due once the transactions had been carried out. All the paperwork was completed and signed, after he fully explained the procedure. Excellent service...easy to communicate with him...would use him again.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

Mr Adrian Keith has given me sound advice regarding my personal investments after my husband died and has also recommended various ways to improve our family-run business's private pension scheme investments. Adrian always explained the reasons for making changes for the better to my finances and I feel I have made the right decision in asking him to look after my investments now and for the future.

What could they have done better?

At the moment I do not have any constructive suggestions. I have learned a great deal about finances since Adrian first came to see me and trust him to look after my interests.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Adrian Keith helped you?

I have a small investment and savings portfolio ,which I asked Pearson Financial Consultants Ltd.to give me an overview,making recommendations to improve my holdings if they considered it appropriate . The service and understanding I received from Adrian Keith ,Director,who visited me on a number of occasions,was First Class. I was confident to take his advice and duly instructed him to make the necessary changes to my portfolio on my behalf. I would therefore not hesitate to recommend Adrain to my Family, Friends,and Business acquaintances .

What could they have done better?

In my opinion Adrian could not have carried out the work he did on my behalf any better