Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 2 )

Pensions ( 45 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 17 )

Investments and Savings ( 47 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 21 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 25 )

£200k - £500k ( 9 )

£100k - £200k ( 4 )

£50k - 100k ( 3 )

Up to £50k ( 1 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Although I am older now and therefor more interested in the performance of my existing investments rather than fresh investment Ian is always happy to advise and assist. He has been most helpful with inheritance planning.

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Ian has helped by regular communications, explaining current situations and what has been done about market changes. Ian has provided a level head and has helped us to look forward to the future with confidence.

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Ian and his team have continued to give first class advice and service. They are very quick informing me of changing market conditions and reviewing my portfolio accordingly.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Being recent to retirement, my wife, Sue, and I have needed quite a lot of advice on the best way to proceed with regard to safeguarding our assets in our lifetimes so that we enjoy the fruits of our labour, and also afterwards when we pass down our remaining assets to our family. Ian has been particularly useful recently in assisting us with our plans in the short term to release sums to our children now. We have known Ian for some time now and are fully aware of his credentials, he has always offered sound advice in a form that both us can understand and act upon, and this advice has always been provided in a timely manner. Ian has built a great team around him, and we have always been extremely pleased with our dealings with each and every one of them. Sue and I are aware of the cost of the service that Ian and his team provide, and both agree that we receive great value for money! Sue and I are both extremely grateful that we met Ian when we did.

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Ian has been quick to advise and manage my portfolio in these very challenging times. This has resulted in a positive result over the covid period.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Kent

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

Investment & pension planning for future retirement. After looking on the government list of approved financial advisers I chose Ian for his vast experience .

How has Ian Painter helped you?

Ian gave me professional, unbiased information regarding transferring my pension, we decided which was the best option for me & my family.

Have you seen the outcome you were hoping for?

Yes, we are extremely happy with the devices provided by Ian & his team

What could they have done better?

Nothing, we are very happy with Ian's work

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

How has Ian Painter helped you since your last review?

Regular communications explaining my wife and my financial situation has confirmed our belief that Ian is looking after our interests, and means that we are enjoying our retirement without worrying about financing what we want to do and that our beneficiaries will be well looked after in the future.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was planning to retire early and transfer my company pension to a drawdown model

How has Ian Painter helped you?

Full assessment and provision of detailed reports outlining risks and benefits

Have you seen the outcome you were hoping for?

The plan is well managed in difficult circumstances

What could they have done better?

I am happy with the advice and regular updates we receive.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

We were approaching early retirement and wanted peace if mind that we had the financial security to achieve our goals.

How has Ian Painter helped you?

Gave us the confidence that our resources were more than adequate to meet our goals and helped to reinforce our aims if living life to the full.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

The only area we would like to have more information us regarding comparative performance of alternative investment funds.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement and investing savings.

How has Ian Painter helped you?

Gave us sound advice re investing money. Keeps us well advised about market fluctuations.

Have you seen the outcome you were hoping for?

Up until COVID-19 pandemic yes but ongoing advice allows us to continue to be confident to ride out fluctuations.

What could they have done better?

Don’t think so as we have a pretty transparent relationship and are regularly updated.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

Needed help with my pension

How has Ian Painter helped you?

Gave me sound advice on pension and investment opportunities.

Have you seen the outcome you were hoping for?

Yes. I have seen good solid growth of my investments over the many years that Ian has been my financial adviser.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

Predominantly initially to look over decades of Pension papers

How has Ian Painter helped you?

My pensions were sorted, then following discussions consolidated as appropriate. I now have portal access to all my Financial Products. Other discussions on retirement objectives and advice on working towards those.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Struggling to make suggestions - as even during Covid lockdown the team stayed on board and continued to support ongoing actions

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

AIWM were recommended to me by a couple of accountants I have known for a number of years. I had been thinking about seeking professional assistance in terms of protection and retirement planning but was unsure who to turn to. A recommendation coming from an accountant, two in fact, was most reassuring.

How has Ian Painter helped you?

I have been with them now for around 10 years and am grateful for the recommendations and to AIWM themselves for everything they have done for my wife and I. A large part of what they do is taking the time to understand where you are, where you hope to be and when. It is then their educating us on options, from protection through to investments and financial life planning. They really took the time to ensure that we completely understood each step of the process and what to expect and have always been extremely professional, responsive and a pleasure to deal with. It has given us great peace of mind to know that they are looking after us.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I genuinely cannot think of anything.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Kent

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

I wanted to take early retirement and needed confirmation that my finances would support both me and my wife.

How has Ian Painter helped you?

Ian helped me to move funds from poor performing savings, funds and pensions into ISA's, managed funds, etc.

Have you seen the outcome you were hoping for?

Yes. I retired early.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I had a few pension from past employment which required normalising into one pension pot

How has Ian Painter helped you?

Ian’s company sorted this for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. It all went well.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Kent

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

I wanted to diversify some of my capital into to more tax efficient investments and also needed to look at Inheritance Planning

How has Ian Painter helped you?

I was very impressed by the way Ian analysed my situation and attitude to investment. He then produced a portfolio based on my wishes which was far more tax efficient than the one that I had created myself previous to meeting him.

Have you seen the outcome you were hoping for?

Yes, I have been very pleased with the performance of my portfolio and I appreciate the constant reviews that I receive from Ian.

What could they have done better?

It is difficult to identify an area that could be improved upon. Help and advice is always available from Ian and his staff.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

Transfer of company pension and subsequent early retirement

How has Ian Painter helped you?

Ian took an overall view of my circumstances, my future requirements and aspirations and whether these could be matched with my existing funds. He then actioned the transfer and has managed this going forward.

Have you seen the outcome you were hoping for?

I am very satisfied with the fund performance, given the current climate, and am confident that Ian and his team is working hard to ensure my financial security.

What could they have done better?

It is difficult to identify an area for improvement given that Ian is the only financial advisor I have been associated with. I am fully satisfied with the service provided.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Ian

I wanted specific advice on inheritance planning. Ian offers an inflexible service which you have to take as he has determined with no flexibility. For persons with no financial background this may be suitable but if you have some background knowledge then his approach is not suitable. I have now met 3 Financial Advisors and compared with his counterparts Ian is lacking in personal empathy. He talked about himself and what he does rather than explore where I came from and my requirements. After all I was the person who would pick up the tab.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Ian

A professional experience. Ian is clearly very capable and runs a professional organisation with seeks to offer a personalised experience.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Surrey

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

After divorce I needed an advisor to guide me in the right direction for investing my money and to look to the future as a single woman.

How has Ian Painter helped you?

Sound advice. I have very little idea of investment and trust Ian to look after me fir the future, and for my children after my death.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

As I know so little about financial management it would be difficult for me to criticise. I feel a lot if this is about trust.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Seeking advice with my investments and pension planning.

How has Ian Painter helped you?

Ian has provided quality advice for many years now. He manages my portfolio in line with my risk profile and keeps me up to date with the value of my investments and the latest regulations which apply. Some years ago I questioned the charges and Ian made some recommendations which reduced the charges to a very competitive level.

Have you seen the outcome you were hoping for?

Whilst I would have liked to have seen a steeper rise in the value of my investments I am content that their value has increased steadily over the recent years.

What could they have done better?

I am not sure there are many areas for improvement. I can see that I now receive much more information both about my investments, market conditions than before. I also receive regular updates on the impact of new legislation in order to facilitate better financial planning.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

we were seeking professional independent advice.

How has Ian Painter helped you?

Ian offered an objective view and has understood our requirements every time we have had cause to review things.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Value

Service

Advice

Based in Kent

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

Planning for retirement and making provision for, my children. I wished to best utilise my accumulated wealth.

How has Ian Painter helped you?

Ian took time to understand my circumstances, commitments and aspirations. He used his experience and tools analyse my circumstances and offer proposed actions. He exudes professionalism and empathy and gave me confidence about my financial future.

Have you seen the outcome you were hoping for?

Yes. I have an accurate forecast on my financial requirements for the future and know that my accumulated wealth is working well for my future and that if my family.

What could they have done better?

Working with Ian is a wholly positive experience and I could only ask for more contact from time to time by way of a review and catch-up.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Herefordshire

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

Inheritance Tax and Retirement planning.

How has Ian Painter helped you?

Ian was the one adviser who looked at what we wanted to achieve and set out a plan to achieve that.

Have you seen the outcome you were hoping for?

To date we have achieved the outcomes we have been looking for. We feel that his holistic approach to financial planning is an excellent way to understand and achieve the desired outcomes.

What could they have done better?

Continue to expand the online services.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Becoming disenchanted with previous advisers lack of ability to provide an overall holistic solution to long term financial planning.

How has Ian Painter helped you?

Ian took time to understand our objectives and where we were at the time in order to provide the structure of a long term plan which can be easily modified to deal with changes in circumstances. The advice is always very clear and practical and, most importantly, tailor made.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I genuinely cannot think of anything Ian and his team could have done any better. They are a delight to work with and extremely reassuring, technically excellent and always accessible.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Need for expert advice to maximise investment opportunities and long-term planning in these areas.

How has Ian Painter helped you?

Provision of initial advice with subsequent annual reviews and recommendations.

Have you seen the outcome you were hoping for?

Growth in overall portfolio and actions taken to minimise any exposure to adverse market conditions, adjusted to suit own personal needs and circumstances.

What could they have done better?

Very happy with quality of advice and service provided

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Seeking an adviser to help when we are no longer able to undertake investments ourselves.

How has Ian Painter helped you?

Ian understood our financial and future personal situations and gave us confidence that we were on the right track.

Have you seen the outcome you were hoping for?

Given the vicissitudes of the markets, the recommendations and results have been satisfactory.

What could they have done better?

We are satisfied with he service provided by Ian and his team.

Review from verified client

February, 2016

Overall

Service

Value

Advice

Based in Kent

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

Took early retirement.

How has Ian Painter helped you?

Guided me through all options and recommended best way forward bearing in mind my conservative attitude to risk .

Have you seen the outcome you were hoping for?

Growth in my investments which I have not required to draw down on.

What could they have done better?

Given market conditions and my own financial objectives for the future do not feel much else could have been done.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Soon after I set up my own business I wanted to get advice on pensions and retirement.

How has Ian Painter helped you?

Ian gave excellent advice both at the point of setting up the pension and at a number of subsequent review meetings.

Have you seen the outcome you were hoping for?

Yes I have. I am happy with the pension arrangements, I get regular updates from the provider and I can track progress on -line.

What could they have done better?

Not much really. I make contact and liaise directly if my circumstances change and I have always had a speedy reply.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

I decided to liquidate some of my property assets and to revamp my inheritance tax provisions. I wanted investment advice regarding the investment of the proceeds of the property sales and advice regarding inheritance tax provision.Ian.

How has Ian Painter helped you?

Ian identified and understood my needs and goals and constructed a first class program to help my achieve my goals. He was very professional and explained his views in a very understandable way. I was very impressed with the depth of information that he required from me regarding my circumstances, aims and preferred level of risk before he made his recommendations.

Have you seen the outcome you were hoping for?

The program is ongoing and my portfolio is increasing as I realize further assets. As a result of the advice given I have considerably reduce my Inheritance Tax liability. The products recommended are well suited to my needs and I am very happy with the advice I have received from Ian.

What could they have done better?

I do not think that the service and advice received could be improved on.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Surrey

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

Had several company pensions prior to retiring.

How has Ian Painter helped you?

Ian found the best time to merge the pensions into one pension.

Have you seen the outcome you were hoping for?

Absolutely Yes.

What could they have done better?

Nothing that I am aware of.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

Took early retirement from full time employment.

How has Ian Painter helped you?

Advice on how best to utilize pension lump sum and future monthly pension payments and maintain standard of living of both myself and my wife + continuing to review position. Advice on Inheritance planning for me, my wife and widowed mother-in-law. Ian understood our needs and goals and clearly explained options and way forward. Example of valuable advice given on retirement - using lump sum to settle outstanding mortgage, resolving potential problem of underperforming endowment policy.

Have you seen the outcome you were hoping for?

Yes. We've been able to maintain our standard of living and have clear financial plan for the future.

What could they have done better?

I'm happy with what he has done.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Kent

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

new business and invome from sale of previous one.

How has Ian Painter helped you?

bigger picture.

Have you seen the outcome you were hoping for?

ongoing.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Kent

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

I lost confidence in my previous adviser, who had decided not to keep up to date by declining to take the recent examinations.

How has Ian Painter helped you?

Ian reviewed our pension and investment portfolio and explained, in understandable terms, to my wife and I the options that we have. Ian suggested certain changes, which we agreed to, and him and his staff have made the necessary transfers of our pensions and investments.

Have you seen the outcome you were hoping for?

The current situation is that our pensions and investments are now within Ian's umbrella, and we have met with Ian to discuss my retirement options. The outcome has been better than I expected.

What could they have done better?

I cannot think of anything that could have been done better.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Kent

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

I was looking at the possibility of taking early retirement but lacked the expertise to know if my rudimentary calculations were close to reality. Also what other options were available in an area that was, or appeared to be, changing ot an alarming rate!.

How has Ian Painter helped you?

Ian was able to interpret my details, explain to me in language I could understand and what my best options were. All without feeling I was under any pressure to either rush a decision or go for something I wasn't comfortable with.

Have you seen the outcome you were hoping for?

I have taken retirement and am in the process of establishing an income from my pensions that should meet my needs.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian is very good with financial planning especially tax saving and pensions.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Good comms. Responds to emails promptly. Patient and attentive. Excellent forecasting service. Still new to this so time will tell. Hoping to get a lot of benifit bt using Ian and his team.

What could they have done better?

Still early days.

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Ian

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian has looked after myself and my family for over 15 years. He has a wealth of knowledge and is very pro-active. He gets to know his clients very well so that he can advise over varied and diversified areas.

What could they have done better?

Be more transparent over commissions and fees earned. Be more patient.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian has helped my wife and I plan as we moved closer to retirement. The advice over the years has allowed us to move into retirement confident that our financial needs have been looked after and in the knowledge that our savings and investments are continuously being monitored against our agreed parameters thereby giving us the best returns.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in London

How has Ian Painter helped you?

Ian takes time to listen to your concerns and to lay out all of the options which best apply to your particular circumstances. He ensures that you are well briefed and he helps to demystify the apparently complex world of finance and the opportunities for you. Ian is also vey reassuring, especially for those of us who are a bit reluctant to face up to the challenges of making decisions on how best to proceed.

What could they have done better?

Nothing in particular, in the end of the day Ian can advise but each of us has to make the right decision to suit our own circumstances and our own confidence with managing risk.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Adviser fully understands our financial situation and requirements.

What could they have done better?

An annual report showing opening balance + income +/- change in valuation - charges is simple but so difficult to persuade advisers and investment houses to provide.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

After our initial discussion with Ian it was clear that our retirement plan, and our desired income, would not be easily achieved. Ian suggested we complete a full income and expenditure schedule allowing him to assess the potential available to us and as a result, produced an in depth "Investment Review and Recommendation Report". After reading the report it was clear Ian had gained a full understanding of our current situation and future income needs. We then met to discuss in detail the way forward and his proposed plan to maximise the investment opportunities given our individual attitude to risk, long term financial goals and flexible approach to capital return. Ians approach was friendly and the way in which he clarified the technical jargon made it easy to understand. The costs and ongoing charges for these services were made clear from the outset and results to date have justified the outlay. We are fully satisfied with the services of both Ian and the team at Buryfield Grange, and have recommended them to friends and family.

What could they have done better?

Our conclusion it that Ian covered everything we felt we needed to know at that time and any new issues that arise are dealt with swiftly and efficiently by him or a member of his team.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

His business provides an efficient and professional support service on a 1:1 basis, and through access to market information.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian is very competent in what he does, but to his credit he has also invested in a very professional team around him. This is what primarily for us, makes the whole experience of investing more comfortable. It is still in the early days for our investments, to gauge whether the overall return will be positive. Our primary goal is to beat inflation over five years. We feel confident Ian will achieve this for us.

What could they have done better?

The fee structure took some understanding. The build up was in various percentages. It would aid investesters to know what the cost of continued advise would be overall in money terms. They could then gauge whether or not they wanted to commit to this level of monitoring. Simplify the cost structure. This is probaly more a critism of the industry than the advisor.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Completely understands your needs and objectives. Offers clear, concise and tailored advice. Works with you in selecting the best option for you. Ensures you understand and are in control of your affairs.

What could they have done better?

Cannot think of anything.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Ian Painter helped you?

easy to talk to and gives good advise.

What could they have done better?

I should like to speak to the same person each time I phone and have a better understanding of my account.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Very good at explaining what actions I should take and understanding my concerns having just retired. His detailed reports have been very comforting having studied all my previous investments and taken into consideration all my current assets . His projections for the future have reaffirmed I took the correct action in taking early retirement. I have access to my investments online and can keep abreast of their performance on a day to day basis. Communication is excellent and one to one meetings are never a problem.

What could they have done better?

Having only dealt with Ian just over 6 months it is difficult to identify areas to improve yet. No doubt as my investments are all brought under Ian's control there may be aspects to improve on but given his experience in this field I would have thought it unlikely.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Berkshire

How has Ian Painter helped you?

Finances, investments, pensions etc are all complex issues and generally complicated & difficult to understand. We chose Ian Painter of Buryfield Grange to manage our savings because he is very professional in his approach and his knowledge covers every aspect of the market to offer the best advice to secure our investments.

What could they have done better?

We are very happy with the service we are receiving from Mr. Painter and his team and have no reservations in recommending him to others.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Oxfordshire

How has Ian Painter helped you?

Ian and his excellent support team are friendly and helpful and seem always available to answer our questions promptly. We are happy to exchange short emails that are direct and to the point and we do not get inundated with lots of unnecessary correspondence. Our annual meetings are similarly efficient as Ian has a wealth of up to date knowledge.

What could they have done better?

I can't think of any area to suggest - we are happy otherwise we would have moved to another advisor when we moved home to Oxfordshire!

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Over twelve years we have received sound and helpful advice, particularly at the time of my retirement.

What could they have done better?

No specific criticisms.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian takes time to understand your requirements and is a good choice for the financially illiterate. He has a wide range of products at his disposal and he will suggest the best option for you and not the product which will generate him the most commission. He is upfront about his charging structure and ongoing costs. His team work quickly and effectively to achieve the required outcomes. The computer based systems to track your investment progress work well.

What could they have done better?

Ian conducts a yearly review of investments to ensure the portfolio reflects changing circumstances. This can be undertaken within the existing commission structure or you can pay a yearly retainer for these services. It would be useful to know what the retainer buys you in addition to the yearly review as a lot can happen to your investments in 12 months.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Ian Painter helped you?

Understands my financial goals and my attitude to risk. Pro-actively reviews portfolio of investments and provides re-investment advice and support to fit the market conditions. Provides a thorough annual review. Provides regular market updates.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Ian Painter helped you?

Ian has always been helpful and hugely knowlegable. I am a woman on my own and I feel that Ian is someone I can trust with my finances as I find much of this area very difficult to understand....He is professional and competent, as are all his staff.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Ian provides regular updates both in relation to my own financial planning and pensions requirements but also in terms of market news and commentaries. The administration functions which Ian and his team perform on my behalf are first rate.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Ian Painter helped you?

Having been been told that we would need to seek independent advice following the sale of our house and the fact that my husband and I were taking early retirement, we were put in touch with Ian Painter at Buryfield Grange. Ironically I used to work with him 20 years ago, but this review is based on my recent experience of dealing with him and is completely unbiased. We were very impressed with the service we received. Nothing was too much trouble, Ian took the time to ensure that we understood everything he was saying. We were well looked after. Ian and his team, fully met our financial needs and we are more than happy with the returns we are now getting. They completely understood our situation and took all our requirements into account. If we changed our mind on something this was not a problem, all the figures etc were recalculated for us - absolutely nothing was too much trouble. Regular updates were provided for us so we knew exactly what was happening at all time. We are very pleased with the service and will keep in regular contact with Ian for regular reviews. Whenever we had cause to visit the office, we were treated like a member of the family by all staff that worked there.

What could they have done better?

Nothing as far as we are concerned - we are more than happy

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Kent

How has Ian Painter helped you?

Is very approachable and responds to emails promptly. For someone who was suddenly faced with having to deal with the finanacial implications on the death of my husband, he made me feel at ease and offered sound advice, but I did not feel pressured into doing something I did not want to do.

What could they have done better?

Not sure what to put here as I haven't asked for anything that hasn't been done. Perhaps offer some sort of incentive to introduce new clients?