Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 3 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£100k - £200k ( 2 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Client reviews

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Stephen

Stephen's advice was very helpful. He took the time out to explain everything clearly. I would recommend him to friends.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

New pension legislation.

How has Stephen Groves helped you?

Helped me release some pension with tax efficiency.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

August, 2015

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 some help to understand the various pension pots I had accrued over the years, and some advice on whether to transfer them into one pot, how to do this, what it would mean for me etc. I generally needed some help in understanding what I had and what was the best thing to do with it.

How has Stephen Groves helped you?

Stephen gave me a free initial consultation, which was nearly 2 hours long. He carefully explained to me the type of pensions that I hold, the advantages and disadvantages of keeping each one, the issues I needed to consider in transferring them to one provider and the options available for me. He then researched both my current 'pots' and options in some depth and reported back to me carefully and clearly, providing a written report, and talking all aspects through with me in full.

Have you seen the outcome you were hoping for?

Support from Stephen helped me make the decisions I had been putting off for some years. I now hold all my pensions pots in one policy and know and understand what I have. It's too early to say how they will perform but I think I feel as confident as I could that I have done the right thing.

What could they have done better?

Nothing. He was polite, friendly, well-dressed; explained things very clearly and carefully; never became impatient when I struggled to understand things and never lost patience! he also came to my house, which was great.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Investment of inheritance recieved.

How has Stephen Groves helped you?

Explained how investments work and made a plan that will work for me as I wind down work and for when I stop working.

Have you seen the outcome you were hoping for?

Retiring in next few years.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension and ISA consolidation.

How has Stephen Groves helped you?

Steve recommended and implemented a portfolio of funds for my pension and consolidated my existing pensions onto a new platform. It has performed very well. He has also recommended a fund portfolio for my ISA which he is in the process of setting up.

Have you seen the outcome you were hoping for?

Steve's advice has been excellent so far. I am very happy with the service.

What could they have done better?

We had a very small problem with post which Steve is now resolving and in the meantime Steve went out of his way to meet me at my work location during the day complete our current business. Excellent service.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Stephen Groves helped you?

Stephen explained my retirement options very clearly and created a solid financial plan to keep my retirement income on track.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Stephen

Initial meeting was good with useful information. Will probably use Stephen's services further.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Stephen

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Stephen

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Stephen

Stephen explained our current pensions in simple terms, ensuring I understood my options and making it easy to decide on our next step.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Stephen Groves helped you?

Stephen was extremely professional and helpful in every aspect of his work for us. He was patient and understanding when we struggled and gave very straightforward practical advice which was put in a language we could easily understand. Communication from him and his team was excellent.

What could they have done better?

I was very happy with every thing and would want to now get in touch to look at life insurance and other aspects of my financial planning as we need the help!

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Stephen Groves helped you?

Stephen was very helpful at sourcing us the best possible deal on the market and then keeping us informed throughout the process. He seems to know all the product details really well too. We are already looking at using him again for another mortgage and other insurance products.

What could they have done better?

Didn't offer us a cup of tea

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Stephen

very prompt response. knowledgeable about suitable products.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Stephen Groves helped you?

Stephen provided us with good financial advice, he was not the cheapest adviser we met with but he could answer all our queries, clearly knows his stuff and explained his advice well.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Stephen

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Stephen

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Stephen

Very informative and, when ready, will certainly contact him

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in West Yorkshire

How has Stephen Groves helped you?

Stephen provided us with a comprehensive report after listening carefully to what we needed, his fees were reasonable (we spoke to three IFAs) and proportionate to the work he carried out and we will continue to work with Stephen going forward. Overall thoroughly impressed.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Yorkshire

How has Stephen Groves helped you?

Stephen was very helpful and professional throughout our consultations. We really felt that he listened to our needs and provided accurate advice best suited to our unusual circumstances. Would definitely use Stephen next time and would recommend strongly.

What could they have done better?

NA

First impression from a user who is not yet a client

July, 2013

Overall

Please provide a brief comment about your experience with Stephen

First impression from a user who is not yet a client

May, 2013

Overall

Please provide a brief comment about your experience with Stephen

In hospital so difficult to follow up at present

Review from verified client

May, 2013

Overall

Advice

Service

Value

Based in North Yorkshire

How has Stephen Groves helped you?

Stephen explained all the available options to protect my income and mortgage payments. It was refreshing to just talk to someone about the pros and cons of different types of plan knowing that commission was not a driver and Stephen clearly spent time making considering my specific requirements and delivered a solution to match.