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