Sean's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 4 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 6 )
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On-going professional financial advice.
How has Sean Wilkinson helped you?
Provided knowledgeable, sound strategic advice. Given us confidence to continue using his services.
Have you seen the outcome you were hoping for?
Yes, although early days of this investment round.
What could they have done better?
In the circumstances, especially in view of the idiotic changes coming from the White House, we are pleased with developments in our portfolio.
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?
Annual review
How has Sean Wilkinson helped you?
Check an update status
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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?
He was passed on to me from a SJPP colleague.
How has Sean Wilkinson helped you?
He helped in clarifying some points. He always listen to what his client has to say or asks. Pfrofesdinalism combined with great empathy.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think so.
Review
by a verified client in Norfolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To explain how we can best invest in pensions
How has Sean Wilkinson helped you?
Clearly outlining the benfits of investing in our private pensions and also looking at options for Inheritance Tax planning.
Have you seen the outcome you were hoping for?
Yes, we have reached a conclusion which clearly works well for us.
What could they have done better?
I can't think of any areas which were not covered thoroughly and clearly.
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?
I was interested in starting a private pension
How has Sean Wilkinson helped you?
He has reviewed my pension performance, advised me about how to plan for my daughter's future and inheritance tax
Have you seen the outcome you were hoping for?
Yes