Kevin's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 7 )
Pensions ( 76 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 55 )
Auto Enrolment ( 1 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 53 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 67 )
Financial Mentoring ( 17 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
( 1 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage family wealth over different generations and across multiple business interests
How has Kevin Kennard helped you?
Kevin is going to be forming a report with recommendations around spending, selling, investing and IHT. This is going to be key to our thoughts on Kevin. So far he has been giving sound advice on mainly equities in a pension fund.
Have you seen the outcome you were hoping for?
We are still in a waiting pattern for advice and plans we expect to take.
What could they have done better?
I think Kevin is strong although I did feel the letter we received after our last meeting felt slightly "cookie cutter" and didn't truly reflect what was discussed but also recognise that the main advice report we are still waiting for with plans and next steps.
Kevin:
Dear George, thank you for taking the time to provide your feedback. I appreciate the request was possibly a little premature and hopefully your overall rating of our services will improve as we deliver the planning we have discussed in our recent meeting. Kind regards, 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?
Need for advice on financial strategy. Dissatisfaction with previous adviser. Need for adviser more independent of brokers and fund managers, and able to arrange more cost-effective management of our investments. Also desire to establish relationship with long-term adviser of our family including adult children.
How has Kevin Kennard helped you?
Advised on strategy. Arranged transfer of our investments to new managers and more cost-effective service. Delivered well-informed advice on a range of issues. Helped our children with financial planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Kevin:
Dear Colin, thank you for taking the time to provide your feedback on our service. This is much appreciated. Kind regards, KevinReview
by a verified client in London
2 months 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
3 months 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
3 months 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, Kevin