Howard's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 60 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 124 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 58 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 83 )
Financial Mentoring ( 15 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 39 )
£200k - £500k ( 20 )
£100k - £200k ( 12 )
( 2 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always looked after our porfolio personally. However, I reached the stage where I felt that I needed some help.
How has Howard Tingley helped you?
I handed over a large junk of my portfolrio for Howard to handle. The plan was that Howard would manage conservatively and I would take more risks with the portion that I was still dealling with. Howard also helped with inheritance planning including insurance to cover IT within 7 years.
Have you seen the outcome you were hoping for?
Yes. This has worked perfectly, Howard and of course Jonathan have achieved a steady 5% pa return and I have done well with speculation in China. India and the USA in the knowledge that they were safely looking after their part.
What could they have done better?
Nothing. In fact bearing in mind the Covid years they have done exceptionally well.
Howard:
Thank you for taking the time to answer the questions. Your valuable feedback and rating is greatly appreciated. It's always a pleasure to talk to you and meet with you.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help to invest our savings
How has Howard Tingley helped you?
He has been very helpful when I have asked for advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I know nothing
Howard:
Thank you for your feedback, rating, and taking the time to complete the review which is greatly appreciated. It's always a pleasure to see you and I look forward to being in touch again soon. Take care.Review
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My mother passed away and Howard was her financial advisor. I needed someone to manage my money that I had inherited and Howard was extremely helpful.
How has Howard Tingley helped you?
Howard has helped me invest my money in areas I am passionate about. He explains everything very well and is extremely helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Could not have done better!
Howard:
Thank you for completing the questionnaire, your kind comments and rating. It's always a pleasure to speak to you and your family. I look forward to catching up soon. Wishing you a wonderful 2025!Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice regarding investments and Howard was recommended
How has Howard Tingley helped you?
Howard has been available whenever I needed advice and comes to my house to discuss financial situations as required.
Have you seen the outcome you were hoping for?
I am very happy with the way he has managed my finances.
What could they have done better?
Nothing that I can think of.
Howard:
Thank you for taking the time to complete the questionnaire. Your kind comments and rating are greatly appreciated. It's always a pleasure to see you and your family. We are here for you and look forward to being in contact again soon. Take care!Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a new adviser as the previous advisor I was with left me dangling.
How has Howard Tingley helped you?
He has helped me to understand the investment s and to look at my ongoing situations clearer.
Have you seen the outcome you were hoping for?
Yes my investments are going in the right direction.
What could they have done better?
Nothing that I can think of.
Howard:
Thank you for taking the time to complete the questionnaire and your kind comments and ratings. It's always a pleasure to see you and hear from you. We wish you a healthy and blessed New Year and look forward to being in contact again during 2025.