Trevor's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 19 )
£100k - £200k ( 18 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 7 )
Review
by a verified client in Down
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially wanted advice on my pension
How has Trevor Johnston helped you?
Trevor helped me make decisions about my pension and retirement planning. He subsequently also provided excellent advice and services when I came into an inheritance
Have you seen the outcome you were hoping for?
Trevor's advice has led to, indeed exceeded, my expectations!
Trevor:
Thank you for taking the time to leave such a positive review. It has been a pleasure working with you, helping you navigate your pension and retirement planning, and later supporting you through the important decisions surrounding your inheritance. I'm delighted that the advice and strategies we put in place have not only met but exceeded your expectations. Your trust and confidence in my advice are greatly appreciated, and I look forward to continuing to support you with your financial planning in the years ahead. Many thanks, Trevor.Review
by a verified client in Antrim
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement for my wife and myself, we were seeking sound financial advice to invest our joint Lump sums.
How has Trevor Johnston helped you?
Trevor displays an open and honest approach to financial advice, we totally felt at ease with accepting Trevors advice to invest our lump sums.
Have you seen the outcome you were hoping for?
The financial returns have been impressive and our confidence has greatly increased in Trevors advice.
What could they have done better?
Trevor has a calm and reassuring manner, and no further improvement is required in his style of financial management.
Trevor:
Thank you for your lovely feedback and for placing your trust in me to help manage your retirement investments. It has been a pleasure working with both of you and supporting your financial goals following retirement. I’m delighted to hear that you feel confident and reassured by the advice provided, and that the investment outcomes have met your expectations. Thank you again for taking the time to leave such positive feedback.Review
by a verified client in Antrim
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I had money to invest.
How has Trevor Johnston helped you?
Trevor has been fantastic. We had no experience of investments before going to see him. Trevor is so professional and knowledgeable and very good at explaining things. He goes through everything so thoroughly. He is also a really nice person and very easy to chat to. We are now 3 years into our investments and have yearly reviews with Trevor. I couldn't recommend him highly enough.
Have you seen the outcome you were hoping for?
Yes, our investments have performed really well.
What could they have done better?
Nothing
Trevor:
Thank you so much for your kind words and detailed feedback. I’m really pleased to hear that you’ve felt comfortable and well informed throughout the process, especially as investing was completely new to you both at the beginning. It’s been a pleasure working with you over the past three years, and I’m delighted that your investments have performed well and that you’ve been happy with the ongoing reviews and support. Your recommendation means a great deal, thank you again for taking the time to share your experience.Review
by a verified client in Antrim
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan my retirement and to invest an inheritance
How has Trevor Johnston helped you?
He set up investments and advised on retirement planning and savings
Have you seen the outcome you were hoping for?
Yes I have had considerable return on my investments
What could they have done better?
I am happy with everything Trevor has done
Trevor:
Thank you for your feedback. I’m delighted to hear you’ve been happy with the support and advice provided, particularly around your retirement planning and inheritance investments. It’s great to know you’ve seen the outcomes you were hoping for and achieved considerable returns on your investments. I really appreciate you taking the time to share your experience.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?
As I approached retirement, I wanted expert advice to help organise my finances and plan ahead.”
How has Trevor Johnston helped you?
Trevor’s advice helped me feel more secure about my retirement planning and investments. He was patient, professional, and always available to answer questions in a way that was easy to understand.”
Have you seen the outcome you were hoping for?
Yes, I’ve seen the outcome I was hoping for and feel much more confident about my financial futur
Trevor:
Thank you for taking the time to leave this review. I’m really pleased to hear that I was able to help you feel more secure and confident as you approach retirement. It’s important that financial planning feels clear and manageable, so I’m glad my advice, support, and availability made a positive difference for you. It’s been a pleasure working with you, and I appreciate your kind feedback.