Reviewed for
Insurance and Protection ( 3 )
Pensions ( 4 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 6 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 4 )
Client reviews
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Stephen
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
He has a friendly and steady approach, taking his time to explain everything to my wife and myself. He has recently sorted out my wife's complicated pension situation. Stays in regular contact. I am very happy with the investments and planning that we have completed in the last few years.
What could they have done better?
Cant think of anything.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
He takes the time to carefully explain everything we discuss.
What could they have done better?
Very little, as I really appreciate the service I have received so far from Stephen.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
Stephen is a local man who understands the lives of the people he is advising. He takes time to study all of the relevant paperwork I have and to ensure that I sign up to only the most appropriate investments for me. I have complete confidence in his motives in addition, of course, to his professional competence.
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
As well as presenting the facts of the product under discussion, he has a very friendly approach.
What could they have done better?
Hard to think of anything!
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
Explains everything fully and patiently with particular emphasis on exploring the risks involved.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Cornwall
How has Stephen Squires helped you?
When Stee first saw me he did not mention any products or investments, but did a full fact finding session. He explaned at our next meeting the needs I had for protecting my self and my business. Only having solved this did he this did he proceed to dealing with other things including helping me to my make my business and savings more tax efficient. Steve also helped me save a large amount of tax through pension funding using various tax years. I have since recommended him to my family and friends.
What could they have done better?
Steve should make people more aware of his services