Kevin's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 7 )
Pensions ( 75 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 54 )
Auto Enrolment ( 1 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 51 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 65 )
Financial Mentoring ( 17 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in London
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
IHT
How has Kevin Kennard helped you?
Targeted advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nada
Kevin:
Dear Fraser, thank you for providing your feedback on the service we provide to you, this is much appreciated. Kind regards, KevinReview
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General future planning
How has Kevin Kennard helped you?
Reassurance regarding long term care
Have you seen the outcome you were hoping for?
Advisor looking into this now
What could they have done better?
Nothing I’m aware of.
Kevin:
Hi Karen, thank you for your feedback. We look forward to helping you as your financial planning objectives change. Best wishes, Kevin.Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had only used a stock broker and as approaching pensionable age realised I needed expert advise on financial planning
How has Kevin Kennard helped you?
He’s give me confidence that I have my investments in the right place for my retirement and helped with IHT
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Kevin:
Dear Jane, thank you for taking the time to provide your feedback, this is much appreciated. Kind regards, KevinReview
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private income advice and management following retirement
How has Kevin Kennard helped you?
Pertinent and well considered expert advice
Have you seen the outcome you were hoping for?
Yes
Kevin:
Dear Peter, thank you for taking the time to provide your feedback. I look forward to seeing you and Jane again soon. Kind regards, KevinReview
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the retirement
How has Kevin Kennard helped you?
Kevin has been planning our retirement with investments for over 15 years as a family and for our company and would highly recommend Kevin to friends and family.
Have you seen the outcome you were hoping for?
Yes , we have achieved our objective to retire with careful financial planning and long term investment plans to suit our desired risk.
What could they have done better?
I don’t think Kevin could have done much more with our financial planning as we’ve achieved our financial goals .
Kevin:
Hi Kevin, thank you for your feedback, this is much appreciated. It has and continues to be a real pleasure to work with you and your family. Kind regards, Kevin