Stephen's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 28 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 1 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 6 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in London
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and needed to invest pension and savings
How has Stephen Powell helped you?
He has organised appropriate funds for investment and monitored results and reviewed performance of funds with me yearly
Have you seen the outcome you were hoping for?
Yes unfortunately initially performance was not good but subsequently performance has been maintained in line with markets and he assures me I will have enough to manage for the rest of my life
What could they have done better?
Not sure
Review
by a verified client in Northamptonshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pension plans
How has Stephen Powell helped you?
Provided good, sound Financial advice and provides good feedback
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Herefordshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General work related and retirement financial planning
How has Stephen Powell helped you?
Stephen initially helped with work place pension advice and more recently with retirement and pension planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing I can think of
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago, I needed to set up a pension
How has Stephen Powell helped you?
Enormously!
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?
needed help to set up pension plan
How has Stephen Powell helped you?
enabled me to achieve v good pension pot
Have you seen the outcome you were hoping for?
yes
What could they have done better?
doubt it