Oliver's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 21 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
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
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Oliver Thorne helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing much. I am very satisfied with my experience of Oliver.
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?
Future planning
How has Oliver Thorne helped you?
in every way possible with good and friendly advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Pembrokeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been advised by the company which preceded Oliver's company ever since University day ........... over fifty years ago! I've always received sound advice, tailored to my needs and circumstances.
How has Oliver Thorne helped you?
Carried out a detailed review of my situation and my requirements, advised on a way to proceed and regularly checked that the product satisfied my situation.
Have you seen the outcome you were hoping for?
Markets are somewhat volatile at the moment and might continue to be during this period of uncertainty led by the antics of powers that be and the current political situation. But it is hoped that some stability will soon develop and growth will continue.
What could they have done better?
Not much that I can identify.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through my husband's work
How has Oliver Thorne helped you?
Helped us plan for the future
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
Nothing
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help wit my investments
How has Oliver Thorne helped you?
managing my investments
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
