Reviewed for
Mortgages ( 1 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 8 )
Reviewers' assets
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Client reviews
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Philip Stevenson helped you?
Phil and the team provide me with expert advice regarding my investments, I would be happy to recommend them for their service.
Review from verified client
December, 2013
Overall
Advice
Service
Value
Based in Cheshire
How has Philip Stevenson helped you?
As a newly divorced woman on my own after 30 years of marriage I was faced with the onerous task of re investing my pension share along with the urgent need to plan for my long term financial security. Phil has helped me every step of the way with patience, good humour and genuine understanding. He undertakes his work with utmost professionalism but always takes the time to explain things in a way that is easy to understand. The service I have received has been excellent and I really appreciated the help I have been given. I would certainly recommend them as a company that provides an efficient and effective service but more importantly it is a company that really cares about its clients.
Review from verified client
December, 2013
Overall
Advice
Service
Value
Based in Lancashire
How has Philip Stevenson helped you?
I have no hesitation in recommending the services of Phil and ARK Financial planning to take care of both pensions and investments for my friends, former colleagues and business contacts
Review from verified client
December, 2013
Overall
Advice
Service
Value
Based in Derbyshire
How has Philip Stevenson helped you?
Phil is very patient in explaining things in simple terms so I fully understood where I was and what the best way forward to get the most from my investments and pensions. Phil is always on hand to help me with my questions about every aspect of my finances. Having dealt with previous IFA's I never really understood what was going on and why I now feel at ease knowing Phil is there for me.
What could they have done better?
I wouldn't change anything about Phil's service as everything I require is provided for.
First impression from a user who is not yet a client
November, 2013
Overall
Please provide a brief comment about your experience with Philip
Excellent. Clearly understands our needs and I believe I have made the right choice in terms of a financial advisers for the future.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Cheshire
How has Philip Stevenson helped you?
Gives unbiased friendly advice and has great patience in explaining the options available and what risks or benefits are involved.
What could they have done better?
Can't bring anything to mind.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Derbyshire
How has Philip Stevenson helped you?
A one stop shop for all financial advice.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Lancashire
How has Philip Stevenson helped you?
Phil will look at all aspects of your financial situation and give solid and reliable advice on what to do next to help you maximise your current investments. His advice will always be current and will be given with no bias or expectation for you to deal with him, however experience would tell me that you would be foolish not to take his advice.
What could they have done better?
Phil has always been there to listen or advise me when I have needed it, and in my opionion couldn't have done any better for me personally. Always a pleasure to speak to whether on business or on a social occassion.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Lancashire
How has Philip Stevenson helped you?
Phil looked after my various pensions, consolidating them where necessary and ensuring that I received the maximum return on my investments.