Kevin's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 50 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 26 )

Investments and Savings ( 43 )

Pension Transfers - Non Specialist ( 7 )

Long Term Care ( 10 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 16 )

Financial Mentoring ( 7 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 10 )

£50k - 100k ( 5 )

Up to £50k ( 10 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Kevin

Kevin gave me a wealth of handy information during our initial free meeting. I was only looking for a one time fixed fee service and Kevin explained that the service he provides is an ongoing one. I would definitely recommend Kevin to someone looking for ongoing financial planning

Repeat review

by a verified client in Ayrshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Kevin Owens helped you since your last review?

Since my recent retirement (brought forward after previous assurances from Kevin) I am very happy that I have done so and I am very grateful for the advice and assistance Kevin gave and continues to give me. He keeps in touch and reassures me (with evidence) that my retirement and pension plan is appropriate. Thank you Kevin.

Repeat review

by a verified client in Ayrshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Kevin Owens helped you since your last review?

Kevin maintains regular contact with my wife and I and with our financial situation being relatively uncomplicated, he is required to give us assistance infrequently. That said, if we need his advice or assistance, he is easily contactable and readily provides us with whatever we need. Thanks Kevin.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Kevin

Kevin was very knowledgeable and informative and puts you very much at ease

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Kevin

Kevin is a very warm and approachable man. He made me feel at ease and explained very clearly how he could provide the assistance I need, both now and ongoing. He definitely put my mind at rest.

Kevin:

Thanks for the lovely review!