Oliver's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 26 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 14 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
£50k - 100k ( 4 )
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
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Oliver Thorne helped you?
Retirement plans
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to combine various different pensions into one manageable entity.
How has Oliver Thorne helped you?
By giving clear advice on the best type of pension for my personal risk profile.
Have you seen the outcome you were hoping for?
Yes it has been very satisfactory so far.
What could they have done better?
Nothing that I am aware of.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously been self-employed and after moving into employment needed financial advice and pension expertise
How has Oliver Thorne helped you?
Oliver is an excellent, kind and experienced financial adviser
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, consistently excellent
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advised by my Accountant
How has Oliver Thorne helped you?
Provided advice on investments and IHT
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Be a bit more insistent on advising on investments
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago through my work, Oliver was the allocated FA.
How has Oliver Thorne helped you?
Over the last 20 years, Oliver has enabled me to better understand my financial situation and help me meet my financial needs.
Have you seen the outcome you were hoping for?
Yes. Helped by his advice and modelling, I have a good understanding of my finances and some clear steps to implement overtime.
What could they have done better?
Costs are rising, including when Oliver's firm joined Argentis. So the challenge will remain how to keep costs low, whilst also benefiting from a FA service.