Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
Client reviews
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning including retirement
How has Billy Ambler helped you?
Billy has spent a lot of time discussing our options and the benefits and risks of his advice. He has listened to our needs and continually checked with us on both how we planned for retirement and now how to manage our finances in retirement.
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
I'm not aware of anything
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
I had to take my main pension at 60, but as I didn't want to have this drip fed at this time and preferred a more flexible approach, I decided to reinvest. For which I needed a financial advisor.
How has Billy Ambler helped you?
Offered possibilities of retiring earlier if I should I wish wish to do so.
Have you seen the outcome you were hoping for?
On the whole - yes.
What could they have done better?
Don't know.