Trevor's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 7 )
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Trevor Johnston helped you?
Trevor set out the pros and cons of a wide range of option and patiently discussed my ideas and needs.
Have you seen the outcome you were hoping for?
Not yet at the time of review but I know what is coming and yes it is what I hoped for.
What could they have done better?
Can’t think of anything, Trevor was very thorough.
Trevor:
Thank you so much for your kind words and for taking the time to share your experience. I’m really glad to hear that you felt the process was thorough and that our discussions helped clarify your options and align your retirement plans with your goals. If there’s ever anything else I can do to help, please don’t hesitate to reach out. Looking forward to seeing your plans come to fruition.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Trevor
My adviser, Trevor Johnston, was so approachable and helpful, explaining my pension options step by step in a clear and understandable way. The focus was 100% on my own specific circumstances and I now feel confident that I am in a good position to make the right, informed, decisions. A great service!
Trevor:
Thank you for your feedback! I’m really glad to hear you felt supported and that everything was explained clearly. It's great to know you’re feeling confident and informed moving forward.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor was very professional and very knowledgeable. He answered all my questions and I would definitely recommend talking to Trevor about pension or financial queries.
Trevor:
Thank you for your kind feedback! I’m really glad I could answer all your questions and provide the guidance you needed. It’s always my aim to make financial planning as straightforward as possible. I really appreciate your recommendation, and if you ever need any further advice, I’m always happy to help.Review
by a verified client in Armagh
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Phased Retirement was something I was considering.
How has Trevor Johnston helped you?
He explained everything in great detail. I am not very good at understanding pensions and Trevor made it simple for me. I now have a clear understanding of what I need.
Have you seen the outcome you were hoping for?
Absolutely his advice was impartial and he not once made me feel under pressure to see anything from his point of view. All he cared about was what I needed from our consultation.
What could they have done better?
It was a very clear process where everything was for my benefit. There was nothing they could have done better.
Trevor:
Thank you so much for your 5 star review! I'm really pleased to hear that you found the process clear and beneficial. It’s also great to know you now feel confident about your next steps. If you ever have any further questions or need additional guidance in the future, please don’t hesitate to reach out. Wishing you all the best as you move forward with your plans!First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor provided me with clear and succinct advice. He explained technical information in layman's terms which has reassured me about the options available to me in planning for retirement.
Trevor:
Thank you for your kind words Paula! I'm really pleased to hear that the advice I provided helped clarify your options and reassured you about planning for retirement. It’s important to me that complex information is presented in a way that’s easy to understand, so I’m glad to know that was helpful. If you have any more questions or need further help, feel free to get in touch anytime.