Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 1 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 5 )

Auto Enrolment ( 1 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Long Term Care ( 2 )

Financial Planning ( 8 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

Up to £50k ( 1 )

Client reviews

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Looking to take early retirement

Have you seen the outcome you were hoping for?

Yes

How has Arthur Hill helped you?

Setting out a plan to meet our financial needs, giving us a better understanding of what was required to retire early & has been very informative & helpful .

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Startin our own business and requiring pension advise

Have you seen the outcome you were hoping for?

Yes

How has Arthur Hill helped you?

Oensions and retirement planning

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Received inheritance money, wanted advise to receive better return and future planning

Have you seen the outcome you were hoping for?

yes

How has Arthur Hill helped you?

Professional advise given by Arthur was very helpful, which helped me with my future planning of my investment

What could they have done better?

At present happy with the service received

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Need to plan pension

Have you seen the outcome you were hoping for?

ongoing

How has Arthur Hill helped you?

given good advice

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Insurance cover given age felt it sensible to explore avenues

Have you seen the outcome you were hoping for?

Yes , vitality is great and was great advice and great level of cover at the right time

How has Arthur Hill helped you?

Ran through all possible options and cost benefit trade offs with insurance , explained all the set up and took me through all the forms and Ts and cs in through detail.

What could they have done better?

N/a

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Advice on investing lump sums from retirement pensions and savings

Have you seen the outcome you were hoping for?

Up to now yes

How has Arthur Hill helped you?

Gave advice on different options that were open to me, for my investments and work pensions

What could they have done better?

Up to now he could not have done any better

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

For advice on investing lump sum payments on retirement.

Have you seen the outcome you were hoping for?

Yes at the moment my investments have increased.

How has Arthur Hill helped you?

He has always given sensible reassuring advice for my finances in the future.

What could they have done better?

It is hard to say as I have no complaints at the moment.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

i dont have the time or extensive knowledge to be able to manage my entire financial needs so i need Arthur's expertise to do this.

Have you seen the outcome you were hoping for?

yes

How has Arthur Hill helped you?

Arthur has been able to provide the financial advise that i need both personally and also for the business. Our annual reviews are extremely useful and help set the course for the following year/years. I also know that Arthur is keeping everything in th background and will notify me if any changes are required.

What could they have done better?

Nothing comes to mind.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

To save for a pension

Have you seen the outcome you were hoping for?

It has been challenging times in the equities market. However Arthur has provided sound and reliable advice throughout. We have regular annual performance meetings

How has Arthur Hill helped you?

As above

What could they have done better?

Nothing further. I’m happy with the service

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I've reached a point in my career, when I wanted to start planning for the future with more structure.

Have you seen the outcome you were hoping for?

Yes

How has Arthur Hill helped you?

Arthur explained everything to me in high detail, answered all the questions I had and helped me to set it all up as well.

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Come into an unexpected sum of money and planning for future retirement.

How has Arthur Hill helped you?

Arthur set out ways in which I could plan for retirement in a tax efficient way whilst reducing risk in my investment portfolio.

Have you seen the outcome you were hoping for?

Yes, I now have clarity in my path to retirement and diversification in my investments.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I needed somebody to take over the management of my personal pension and also to help me with general financial planning.

How has Arthur Hill helped you?

Arthur has been a breath of fresh air - he is friendly, knowledgable and diligent. His aim is always to protect the interests of me and my family and from Day 1, I knew I was in good hands.

Have you seen the outcome you were hoping for?

Absolutely. I was floundering... but now we have a solid plan and I feel in control again. Thank you, Arthur :)

What could they have done better?

Absolutely nothing. He's gone above and beyond for me and I am very grateful.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Ongoing support with retirement funds

How has Arthur Hill helped you?

Ongoing support to maintain my standard of living

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Looking to retire early

How has Arthur Hill helped you?

Come up with a suitable plan to help us fulfill our need’s going forward

Have you seen the outcome you were hoping for?

So far

What could they have done better?

A more detailed explanation of the changes to the plan year on year