Fred's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 7 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 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 East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Fred took over when my pensions adviser retired after supporting me for some 20 years or so.
How has Fred Segers helped you?
He has responded to my current needs admirably.
Have you seen the outcome you were hoping for?
Yes , so far.
What could they have done better?
Sometimes his assistants written work contains a few typo’s .
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been using the services of Argentis for many years and have received an annual financial review and had queries answered as and when needed
How has Fred Segers helped you?
He has helped me understand planning for my future financial needs and guided me in inheritance tax matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am totally satisfied so cannot suggest improvements
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been with this company for many years, initial sort advise for setting up a pension wrap after my divorce and have used for my financial planning thereafter.
How has Fred Segers helped you?
Fred handles my financial planning and pension wrap, provides information for me to make informed decisions going forward.
Have you seen the outcome you were hoping for?
Yes. Fred is an excellent advisor.
What could they have done better?
On the whole I'm pleased
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to buy a car
How has Fred Segers helped you?
Advice on tax and the amount of I would need to take
Have you seen the outcome you were hoping for?
From my tax point of view no, but o was given advice on this
What could they have done better?
Happy with service
Review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
School fee planning for my children
How has Fred Segers helped you?
He is giving advice concerning management of my drawdown account
Have you seen the outcome you were hoping for?
Yes