Reviewed for

Insurance and Protection ( 4 )

Pensions ( 18 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 28 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 6 )

£100k - £200k ( 3 )

Up to £50k ( 6 )

£50k - 100k ( 8 )

Client reviews

Review from verified client

March, 2018

Overall

Service

Advice

Value

Based in Suffolk

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

Needed help and advice for investing late husband's pension so that I received a good return on my money.

How has Glen Newell helped you?

I have felt confident that he has clearly understood my needs and has explained the various options clearly and in a straightforward manner.

Have you seen the outcome you were hoping for?

I have been very happy with his recommendations. I could not have achieved the same returns without his help.

What could they have done better?

I'm happy with the advice received.

Glen's reply

Thank you Win, it has been a pleasure to help you over the years.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Norfolk

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

I needed professional advice in relation to my finances following a change in my circumstances.

How has Glen Newell helped you?

Glen is very personable and took time to understand what I was looking for and provided advice about my finances in a way I could understand.

Have you seen the outcome you were hoping for?

I have been very satisfied with the outcomes I have seen.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

Advice about AVCs and pentions.

How has Glen Newell helped you?

Over the years he has guided us through investment decisions and alerted us to a range of products.

Have you seen the outcome you were hoping for?

Yes overall.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Bedfordshire

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

Long term security for finance.

How has Glen Newell helped you?

appropriate advice according to my needs.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Bedfordshire

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

As I am approaching retriement age, I needed to consult good financial adviser in planning my savings and pensions funds effectively.

How has Glen Newell helped you?

Indeed Glen helped me with cash flow chart which in turn helped me to plan my savings and increasing contributions to pension founds.

Have you seen the outcome you were hoping for?

Yes. Some of the funds have done well giving a good yield considering my risk profile.

What could they have done better?

He has done well to my satisfaction.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Pension.

How has Glen Newell helped you?

Glen explained everything thoroughly and advised me of the better places to invest my money, which I have seen very good returns on.

Have you seen the outcome you were hoping for?

Yes very good increase.

What could they have done better?

I can’t really complain as everything was fine what I would expect and more than from a financial advisor

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

Have utilised the services offered by Glen for a number of years. Having now retired, as has my wife, we wanted to ensure that the financial plan put in place was appropriate.

How has Glen Newell helped you?

Provided advice, guidance and suggestions as to how best to provide financially for our retirement through best use of our finances. Glen provided unbiased and specific information on how we might achieve this through investing our personal finances with the best efficiency at minimal risk. In addition, he will regularly meet us to monitor our agreed plan.

Have you seen the outcome you were hoping for?

To date, yes.

What could they have done better?

Some "corrections" needed when our plan was reviewed in January 2018 but these amendments were to our advantage as the assumptions made had been over estimated in some areas.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

At my age (over 75) I wanted to make sure my finances were in order and that I was making the best of my investments.

How has Glen Newell helped you?

By helping release money on a regular basis from various old investments and introducing new ideas to realease cash income. Also by helping to decrease the amount of Inheritance tax legally.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't know. I rely entirely upon his advice

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Norfolk

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

a need for someone to give us a sensible overview into an increasingly complicated area.

How has Glen Newell helped you?

he comes round to our house and gives us the benefit of his relaxed and professional views.

Have you seen the outcome you were hoping for?

yes, there have been no unwanted suprises.

What could they have done better?

no, I'm content with Glen's interaction with us as his clients.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Complex family and business set ups.

How has Glen Newell helped you?

Answered all my questions.

Have you seen the outcome you were hoping for?

Yes i think so.

What could they have done better?

N/A

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Glen

Prompt response to my initial enquiry. Took some details from me but I've not heard anything since therefore no advice received.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Glen Newell helped you?

Glen offers excellent and impartial advice which gives me the confidence to make the necessary decisions.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

He is very courteous, easy to talk to, knowledgeable and effecient. Time will tell to what extent use of his service improves our finances.

What could they have done better?

Less paper and detail. Simply the value of my portfolio on a monthly/3 monthly basis.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Glen makes us feel at ease, we feel that we can ask questions if we don't understand anything, and we feel we can contact Glen if we have any queries.

What could they have done better?

Can't really think of anything at the moment

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Glen Newell helped you?

Glen has been our financial adviser for approximately 5 years. During that time we feel his advice has been sound, based on our individual needs, and has always taken into account our changing circumstances. Glen is always reachable and if not available when you call will always return the call as soon as possible. We would have no hesitations in recommending him to other clients.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Glen Newell helped you?

Glen is always very prompt at responding to enquiries and sorting out paperwork. He is punctual to appointments and very good at explaining new types of investment opportunities. Glen is attentive to what we say and ask and demonstrates good knowledge of the range of products available to us.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Glen Newell helped you?

Glen responds well to our needs. He understands that my husband and I have different aspirations when it comes to investments. He is always happy to answer queries that may crop up.

What could they have done better?

We sometimes struggle to remember why we have decided on a course of action and a detailed summary of meetings would be useful.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Glen shows wide knowledge of the financial world and is able to able to explain and guide us through it. He has given what we consider to be good advice and helped us build a secure and comfortable basis for our retirement. He clearly understands our needs and requirements.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Glen Newell helped you?

Glen is good at listening to my specific needs and advising the best way forward. He has advised me as to how and when I can access money without compromising my portfolio. He has offered help with any queries I might have in between my annual visits

What could they have done better?

Nothing that comes immediately to mind. Might be nice to see him bi annually but he may feel that that is not necessary

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Glen Newell helped you?

We are confident Glen has our best interests at heart and would quite happily recommend him and his services to friends and family

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Glen Newell helped you?

The quality of advice is clearly very important and Glen my fulfills my requirements on this as he listens to what I have to say and what type of products I prefer to invest in; I am completely confident that he will not try to 'push' anything he knows I am not happy with. The quality of service is excellent because he is reliable, keeping an eye on my investments and ensuring I have sufficient time to make any changes he feels would benefit me. He also responds quickly to any query, even those which may be on the fringe of his brief for this particular client! I am perfectly comfortable with the value for money aspect. Could I get it cheaper? Absolutely no idea, have not bothered to look, but I seriously doubt it would be better value.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Glenn is totally approachable and realistic with his advice. He listens very well to get 'the flavour' of your requirements.

What could they have done better?

Provide a mid-year review , via email if necessary,to supplement current provision.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Bedfordshire

How has Glen Newell helped you?

Glen has understood my requirement aptly. He gave me good and robust advise with explanatory charts and projections.

What could they have done better?

nothing to add.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Glen Newell helped you?

Glen completely understood our complex financial situation and gave us the appropriate advice suiting our specific conditions. The advice he gave took into account our differing attitudes to risk and he fully explained any charges. He was always friendly and thoroughly professional.

What could they have done better?

Although we could always contact Glen, we sometimes felt that the annual review could be a bit more 'regularly' annual.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Engages actively listens and patient. Practical advice.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Glen is approachable and straightforward. I find he explains things well and I can always ask again when I don't understand something. I believe his advice is honest and trustworthy and is well matched to my attitude to risk. He contacts me when it is time for a review and then fits in with my commitments to find a good time to meet. He remembers and comments on discussions that we had at previous meeting so I feel I am an known customer and not just another face.

What could they have done better?

I am happy with his advice.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

Develops a really positive relationship with you which engenders trust and confidence. He listens and is non judgemental. He develops a great rapport with you and does not pressure or hassle you, allowing you time to consider the advice offered.

What could they have done better?

He needs to get himself a better motorbike!!! LOL!! Seriously, there is nothing I feel he needs to improve. I have been more than happy with the advice and service offered and provided.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Glen Newell helped you?

Glen arrives well prepared and arranges his schedule so that he has time to be thorough. He understands my financial situation and aims to give me advice which maximise the income and long term benefits of my investments. Glen was particularly helpful and supportive when both my husband and a son died within months of each other and at all times was patient with my questions I understand that Glen has to work in a financial market which can be very volatile, but over many years I have learned to value his commitment to and knowledge of the sector, and his commitment to his own professional development.

What could they have done better?

There are times when aspects of different processes have to be handed on to other members of the team at the Independent financial advisers, Insight, and Glen is in danger of assuming that progress is being made and not making time to follow through. However, when any possible problem is highlighted Glen rectifies matters immediately.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Glen Newell helped you?

Catches up with me to review pensions

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Glen Newell helped you?

Our previous IFA left his position to make a career change and we found that his successors more or less left us to our own devices with no ongoing advice coming forward with regard to our investments etc. We therefore needed to find a new IFA. We had heard of Glen from a family friend who had used his services for a number of years and always spoke highly of him. We found Glen easy to talk to and he explains things clearly and patiently. We feel he understands our needs and our attitude to risk and provides advice accordingly and always in a professional manner.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Glen Newell helped you?

Our previous IFA left his position to make a career change and we found that his successors more or less left us to our own devices with no ongoing advice coming forward with regard to our investments etc. We therefore needed to find a new IFA. We had heard of Glen from a family friend who had used his services for a number of years and always spoke highly of him. We found Glen easy to talk to and he explains things clearly and patiently. We feel he understands our needs and our attitude to risk and provides advice accordingly and always in a professional manner.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Glen Newell helped you?

Giving comprehensive advice after analysing my financial situation.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Glen Newell helped you?

With reference to our pensions Glen is very happy to spend time explaining to us the best options on offer. He is never in a rush and you need not be frightened of asking him to explain things you do not understand.

What could they have done better?

The will planning was a little complicated as Glen has only just trained on the will side and it was quite a slow procedure.

Review from verified client

May, 2012

Overall

Advice

Service

Value

Based in

How has Glen Newell helped you?

We would vouch for Glen as an adviser because he offers deep knowledge of all areas of finance. He has helped us to both to save & invest for the future in additon he delivers advice in a frank & friendly way. There is never any pressure to buy a product. Totally reliable ; totally trustworthy.