Keith's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 20 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 6 )
£100k - £200k ( 11 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As my wife and I are over 80 we wanted to ensure that our finances were in an efficient state to minimise Inhertance tax was minimised for our dependents
How has Keith Smithson helped you?
He made some recommendations which we are now implementing in order that will happen
Have you seen the outcome you were hoping for?
It is work in progress which is moving in the right direction
What could they have done better?
Nothing all excellent
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been 'guided' by Keith for a few years now in providing advice regarding my pension savings.
How has Keith Smithson helped you?
Keith has assisted me in keeping on track with my pension investments with updates and suggestions to move as I near retirement.
Have you seen the outcome you were hoping for?
Yes - the information and guidance that I have been provided with has kept me up to date with fluctuations in the market and I am hoping to be on course to realise the pension that I was hoping for
What could they have done better?
n/a
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The company I worked for already used the previous adviser so I went with him
How has Keith Smithson helped you?
Keith has given solid advice regarding savings, taxation , inheritance tax and pension options
Have you seen the outcome you were hoping for?
Yes. To date everything has been as hoped and discussed.
What could they have done better?
I don't think Keith could have done anything better and is currently working on pension options.
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?
Pension advice
How has Keith Smithson helped you?
Helped me to maximise my pension
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a member of a company DB scheme and the company engaged the services of a financial advisor in connection with the sheme.
How has Keith Smithson helped you?
Keith has helped me to maximise my returns within my risk profile, both in pensions and investments. He has also helped with an AVC transfer, inheritance tax planning and tax minimisation.
Have you seen the outcome you were hoping for?
This is ongoing, but the outcome to date is what I had hoped for.
What could they have done better?
I am happy with everything.