Fred's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 10 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Reviewers' assets
£500k+ ( 3 )
£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 Orkney
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Savings advice
How has Fred Segers helped you?
Explained different risk levels and likely outcomes.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have been satisfied with all the advice I received.
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My personal pension (accrued over 20 years whilst acting as an independent IT consultant) has effectively been managed by the same company, and Fred has been my personal adviser for the last few of those.
How has Fred Segers helped you?
For the last few years, I have been given regular advice by Fred and his team about how to manage my funds, within the parameters that I have set in terms of my ethical intentions. More recently I have been looking to withdraw a significant proportion of the funds to support the final phase of a house-building project, and he has provided guidance on the most tax-efficient way of doing this.
Have you seen the outcome you were hoping for?
Yes, although the process is ongoing.
What could they have done better?
N/A
Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous longstanding adviser retired .
How has Fred Segers helped you?
Stepped into the vacancy and took over my financial circumstances with a relaxed and confident approach
Have you seen the outcome you were hoping for?
The situation has been satisfactory so far, though I have queries about the latest advice
What could they have done better?
Nothing immediately springs to mind
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 succeeded to my previous adviser
How has Fred Segers helped you?
By looking after my investment affairs, with particular reference to IHt planning
Have you seen the outcome you were hoping for?
Its early days as yet.
Review
by a verified client in East Sussex
7 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 .