Ben's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 2 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Carmarthenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to get extra cash for house renovations
How has Ben Owen helped you?
By giving me advice and talking about my options
Have you seen the outcome you were hoping for?
I am very hopeful that after the next meeting we will be getting closer to my goal
What could they have done better?
at the moment everything is going according to plan
Repeat review
by a verified client in Shropshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ben Owen helped you since your last review?
Ben continues being very approachable and professional. We are very happy with his approach to our portfolio, investments etc. We have confidence in him.
Review
by a verified client in Gwynedd
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
savings, investments & pension
How has Ben Owen helped you?
with all of the above
Have you seen the outcome you were hoping for?
yes
Repeat review
by a verified client in Swansea
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ben Owen helped you since your last review?
Ben is always there for any advice I require. Excellent service.
Repeat review
by a verified client in Cardiff
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ben Owen helped you since your last review?
He’s kept us updated regarding our investment.