Philip's reviews
Reviewed for
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 2 )
Long Term Care ( 1 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Philip
Philip explained everything very well, very informative session. Will take his advice onboard.
Philip:
Thank you for your review! I'm really glad to hear you found the session informative. It was a pleasure speaking with you, and I’m pleased the advice was helpful. Don’t hesitate to reach out if you have any further questions or need support moving forward!First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Philip
Prior to my retirement in 2023, I had a very informative financial planning meeting with Philip. I also contacted him today with regards to my McCloud Remedy Statement. On both occasions Philip guided me through my options step by step in a clear, concise way, helping me to make informed choices. Philip is a very helpful, knowledgeable advisor. I have already recommended him to a number of my colleagues, who were also delighted with the advice and service they received.
Philip:
Thank you so much for taking the time to share your experience. It was a pleasure supporting you through your retirement planning and more recently with your McCloud Remedy Statement. I’m really glad to hear that you found the guidance clear and helpful. I really appreciate your recommendations to colleagues as well, and I’m delighted they’ve had positive experiences too! Please don’t hesitate to get in touch if I can be of further help in the future.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Philip
Very friendly professional advisor. Really explained the pensions process and made me feel I was fully informed. Thank you!
Philip:
Thank you so much for your kind review! I'm really glad to hear you felt fully informed and comfortable throughout our discussion. It was a pleasure helping you navigate your pension, and I'm always here if you have any further questions or need support in the future.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip was excellent in communicating all aspects of my pensions and finances at my recent meeting with him. He put everything in to layman’s terms and made the understanding of the same very simple.
Philip:
Thank you for your review! I’m really pleased to hear that you found our recent meeting helpful and that everything was clearly explained. It’s always my aim to make these things as straightforward and accessible as possible, so I’m glad that came across. Please don’t hesitate to reach out if you have any further questions.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip was extremely professional, knowledgeable and very helpful. He explained everything to myself and my husband clearly, with no questions left unanswered
Philip:
Thank you for your 5* review! It was a pleasure working with you and your husband. I'm glad I could help make everything clear and straightforward for you both. Please don’t hesitate to reach out if you have any more questions in the future. Thanks again.