Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 9 )
Reviewers' assets
£500k+ ( 8 )
£100k - £200k ( 1 )
Client reviews
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Hampshire
How has Owen Sekree helped you?
CLEARLY COMMUNICATES THE ISSUES AND UNDERSTANDS MY REQUIREMENTS. UNDERSTANDS MARKET DEVELOPMENTS AND CAN ADVISE ON THOSE DEVELOPMENTS THAT WILL BE OF USE TO ME.
What could they have done better?
I CANT ACTUALLY THINK OF ANYTHING
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Hampshire
How has Owen Sekree helped you?
Owen has made himself aware of my situation and has given good advice on financial planning.
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in North Yorkshire
How has Owen Sekree helped you?
contrarian investment
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in Dorset
How has Owen Sekree helped you?
I found Owen Sekree to be knowledgeable and informative in the areas of investment that I needed, I feel he gave me very sound advice and most of all I felt confident my money was invested in the best way for my personal future.
What could they have done better?
I have been a client of Owen for some years and wouldn't still be with him if I thought he could do better, after all he is the adviser.
First impression from a user who is not yet a client
April, 2014
Overall
Please provide a brief comment about your experience with Owen
Having had poor experiences of IFAs in the past we were quite reluctant to proceed until we met with Owen and his equally qualified son, Mark. They understood our misgivings and outlined how they could restructure our financial affairs in such a way that
Review from verified client
November, 2013
Overall
Advice
Service
Value
Based in London
How has Owen Sekree helped you?
Very responsive to a very busy workaholic who rarely remembers what she is meant to have done. Regular reviews and an efficient follow up service. Keen to understand the family and the financial challenges in the round. Sons provide expertise on particular areas of interest but Owen is overall accountable and very involved in advising on risk and appetite for opportunity
What could they have done better?
Owen has been a first class negotiator and adviser over a very hectic period of my working life and has ensured that the financials which I had taken little account of are now considerably better than I could have imagined. Cant think of anything he could have done better..
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Hampshire
How has Owen Sekree helped you?
Personal service; one feels one is an individual and not just a client; the fact that he comes to you is very convenient.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Essex
How has Owen Sekree helped you?
Since putting my arrangements in their hands they have created a strategy I fully understand and can relate to. I am delighted with their intelligent solutions and the high level of service
What could they have done better?
Nothing. The service suits my needs perfectly
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Wiltshire
How has Owen Sekree helped you?
I have worked with Owen and his sons for many years, both as a personal client and in a professional capacity, throughout my career from a junior position through to Managing Director of a major national building company. I have always found his advice straightforward, understandable and sensible. He now manages a large portfolio for me and I am satisfied that this receives much better attention than it would elsewhere. Dealing with Owen is like having a top qualified financial person as a friend you can rely on to give honest and thoughtful advice on a wide range of business and financial matters.
What could they have done better?
I am very happy with everything.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Dorset
How has Owen Sekree helped you?
3S-Financial Management Manage and advise on my SIPP and other shareholding funds. Over the past 15 years, specially the last few, being financial turbulent extremely fast changing, their advice as proven to be, sound, steady and spot on. They take care of my funds as if it was their own money.
What could they have done better?
More of the same.
Review from verified client
August, 2013
Overall
Advice
Service
Value
Based in Dorset
How has Owen Sekree helped you?
Owen and his team offer a very personal service, explaining things in simple language. In addition to the excellent advice, to have someone who solves the inevitable bureaucratic nightmare, and even helps complete the forms, is invaluable. Simply the best personal service and support anyone could ask for.
What could they have done better?
Nothing, on the basis that I am very satisfied with the advice and service