Reviewed for

Insurance and Protection ( 2 )

Pensions ( 26 )

Retirement income (annuities, drawdown) ( 14 )

Auto Enrolment ( 1 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 7 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 19 )

Financial Mentoring ( 6 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 8 )

£100k - £200k ( 8 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 4 )

Client reviews

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

In preparation for retirement I required advice in relation to financial planning and investment of lump sum.

How has Trevor Johnston helped you?

He helped me to understand my options in relation to management of my pension, lump sum, investment opportunities and taxation.

Have you seen the outcome you were hoping for?

I am only at the beginning of the process. Trevor has helped me to understand my options and take the step into investment.

What could they have done better?

I do not think there was anything that could have been done better.

Trevor's reply

Thank you for taking the time to share your feedback Margaret. I'm delighted to hear that I've been able to help you understand your pension, lump sum investment opportunities, and tax considerations as you prepare for retirement. It's great to know you feel confident taking the first steps into investment. I appreciate your kind words and am pleased to hear that you are satisfied with the guidance provided. If you have any further questions or need additional assistance, do not hesitate to reach out. I look forward to continuing to assist you in achieving your financial goals.

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Pension planning and investment advice

How has Trevor Johnston helped you?

Clearer view of how our pensions work and how to get the nest outcome from them. Investment of savings to make our monet grow.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Trevor gave excellent advice.

Trevor's reply

Thank you so much for your positive review, Zillah! I'm thrilled that you both now have a clearer view of your pensions and that the investment strategies we discussed are helping your money grow. It's great to know that you’re seeing the outcomes you hoped for and that you found my advice helpful. It has been a pleasure to support you both, and I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Tyrone

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age

How has Trevor Johnston helped you?

Explained my work pension. Provided possible retirement options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Trevor's reply

Thank you so much for your kind words Mary! It was my pleasure to assist you as you approach retirement. I'm glad to hear that the explanations and retirement options I provided were helpful and met your expectations. If you ever have any more questions or need further assistance in the future, please don't hesitate to get in touch. Wishing you all the best in your retirement!

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Trevor

Trevor was very thorough and focused in explaining pension options and was professional and patient throughout the consultation despite having to repeat certain scenarios to help me get a full picture to enable me to identify the most suitable. I would highly recommend.

Trevor's reply

Thank you so much for taking the time to leave such a thoughtful review, Maureen. It was a pleasure assisting you with your pension options. I'm delighted to hear that you found my explanations thorough and focused, and I appreciate your recognition of my professionalism and patience during our meeting. Your recommendation means a lot to me, and I'm grateful for the opportunity to have been able to support you. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Thanks again.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Trevor

Excellent customer service and information. I would highly recommend Trevor

Trevor's reply

Thank you so much for your five star review Anne Marie. Delighted to hear that you found the advice informative and that you left feeling more confident in your options. Thanks again.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

My husband had always looked after his personal portfolio, but it was becoming more difficult to manage. After he attended a pension advice panel in work he contacted Platinum and we've being very happy ever since.

How has Trevor Johnston helped you?

Trevor is very knowledgeable on all things finance and has guided us to efficiently allocate our ISA allowances correctly. He has also made us aware of our risk appetite and advised appropriately.

Have you seen the outcome you were hoping for?

Yes, and I am confident we will continue to see a positive on our investments.

What could they have done better?

Nothing!

Trevor's reply

Thank you for sharing your experience! I am delighted to learn that my guidance and expertise have contributed positively to your financial journey. It's great to hear that our discussions around ISA allocations and risk management have been beneficial for you and your husband. Your confidence in our approach and the outcomes we've achieved so far means a great deal to me personally and to our team. It has been a pleasure to support you both, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Trevor Johnston helped you?

Provided easily understood and practical advice.

Have you seen the outcome you were hoping for?

We are confident that the advice provided will bring a positive outcome.

Trevor's reply

Thank you for sharing your positive experience with me. It's great to hear that I have been able to provide you with easily understood and practical advice to help you plan for your retirement. If you have any further questions or need assistance, feel free to reach out. I look forward to continuing to support you on your financial journey.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Trevor

Objective and professional advice related to phased retirement.

Trevor's reply

Thank you so much for your five star review. Delighted to hear that you found the advice professional and that you left feeling more confident in your retirement options. Thanks again.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Trevor

Trevor was very helpful and pleasant. Made be feel comfortable and at ease. His advice was very helpful.

Trevor's reply

Thank you for your 5* review, Shirley. I am delighted to hear how impressed you were with how your consultation went and that you left feeling more confident about your options. Thank you once again!

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Trevor

Trevor provided a detailed and comprehensive overview of my pension and financial options in retirement planning. I appreciated how he clearly explained the breakdown of the pension fund and translated complex information into an easy to understand format.

Trevor's reply

Thank you for your five star review, Olga. I appreciate you taking the time to share such positive feedback. I am pleased to hear that you have found my communications clear and easy to understand, and that by working together, you are now feeling more confident about financial options at retirement. It has been a pleasure to support you. Thanks again.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Advice on pension and flexible retirement.

How has Trevor Johnston helped you?

Trevor explained my plan in great detail and he did so in a way that I was able to understand the unfamiliar terms and jargon. I now feel that I am more able to make an informed decision about my financial future. Thank you!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing immediately obvious.

Trevor's reply

Thank you, Bernadette, for taking the time to share your feedback. I’m thrilled to hear that that you found the advice clear, concise, and free from jargon. It’s great to hear that you left feeling confident about your options, and you are now in a better position to make informed decisions about your financial future. It has been a pleasure to support you and if you have any further questions, please feel free to reach out. Thanks again.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Trevor

Trevor made myself and my colleagues appointment very relaxed but so informative, he broke everything down into layman’s terms so we could totally understand every aspect of our pensions, nothing was too much and we didn’t feel rushed, he took the time to answer all our questions leaving us so much more aware and confident to move on with our plans, thank you so much

Trevor's reply

Thank you, Martina, for taking the time to give me a 5* review. I very much appreciate it! I am delighted to hear how impressed you and your colleague were with the advice you received and that you both found the communication clear and concise. It’s lovely to hear that you both left feeling confident in your choices which has enabled you both to move on with your chosen plans. It has been a pleasure to support you both. Thanks again.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Trevor

Trevor was very courteous and explained in great detail what I was entitled to for my pension. He broke down the different parts of the pension and helped me understand it all . Thankyou Trevor

Trevor's reply

Thank you so much for your 5* review, Caroline. I appreciate you taking the time to share such positive feedback. I am pleased to hear that you have found my communications clear and easy to understand, and that by working together, you are now feeling more confident in regards to your pension and different options available. It has been a pleasure to support you. Thanks again.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

Left job with financial package seeking investment advice

How has Trevor Johnston helped you?

Assisted with inheritance planning and how to make best use of tax allowances

Have you seen the outcome you were hoping for?

Yes

Trevor's reply

Thank you Donna, for taking the time to share such positive feedback. I am delighted to hear that I have been able to support you and I am thrilled to hear that you would recommend me to others in the future. Thanks again.

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Trevor

Trevor put me at ease and helped me to understand how to get the best out of my forthcoming pension.

Trevor's reply

Thank you for a great 5* review, Julie. I am glad to hear how impressed you are with the advice you have received and that you now have a better understanding of your options and I’m sure this has given you a newfound confidence in your financial future. Thanks again!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Armagh

What were the circumstances that caused you to initially look for an adviser?

Retirement was approaching so needed financial help and advice to make my income and savings work better

How has Trevor Johnston helped you?

Yes, he has been great and definitely there for us during the recent financial uncertainty

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Maybe less paper

Trevor's reply

Thank you, Joanne, for taking the time to give me a 5* review. I very much appreciate it. I am thrilled to hear how happy you are with the service provided and that you have felt supported during the recent uncertainty. I appreciate you taking the time to provide feedback regarding our paper usage. We are currently exploring alternative solutions, such as digital documentation and communication, to reduce our reliance on paper. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again, Joanne!

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Trevor

I was unsure of my retirement proposal but after speaking with Trevor I am now looking forward to my retirement.He explained everything in detail, giving me plenty of time to ask questions. I would strongly advise anyone to avail of the opportunity to speak with Trevor. Thank you again Trevor.

Trevor's reply

Thank you for this 5* review Elizabeth. I really appreciate the positive feedback. I am delighted to hear how happy you are coming away from your initial meeting and that you can now look forward to your retirement with confidence. It has been a pleasure to support you. Thanks again.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Trevor

Absolutely so informative and done that you can understand

Trevor's reply

Thank you so much for your 5* review, Desiree, I really appreciate it and I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

Partial Retirement

How has Trevor Johnston helped you?

Trevor helped me to understand all the figures and with great patience, steered me in the right direction.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Trevor could not have done anything better. He has been a terrific help to me and has alleviated a lot of my concerns.

Trevor's reply

Thank you for this wonderful five star review, Sharon. I really appreciate you taking the time to share your feedback. It is great to hear how confident you now feel and I am glad we have eliminated any concerns. I am also happy to hear that you would recommend me in the future. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Advise about retiring and pensions

How has Trevor Johnston helped you?

He has explained to me and my husband, who are both thinking about our retirement with clear and helpful advise.

Have you seen the outcome you were hoping for?

Yes absolutely. He has taken the uncertainty that we both had about pensions and investments away and our money is now working for us a lot better.

Trevor's reply

Thank you for taking the time to give me a 5* review. I very much appreciate it. I am delighted to hear how impressed you both are with the advice you have received and how confident you now feel about your financial future. It has been a pleasure to support you both, and I look forward to continuing this positive relationship. Thanks again.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Trevor

Trevor is warm, friendly and most importantly, very knowledgeable. Excellent advice given!

Trevor's reply

Thank you so much for your lovely review, Fiona, I really appreciate you taking the time to share your feedback.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

I was forced to take early retirement from teaching due to ill health. As a member of the UTU I was encouraged to use Platinum Financial Planning for advice.

How has Trevor Johnston helped you?

My initial contact was with an advisor called Alan who retired. I was very worried that I wouldn’t be as happy with his replacement. This couldn’t have been further from the truth. Trevor has been wonderful and very calm and patient with me in advising me how to best look after my money. I like that Trevor is very aware of my ignorance on all the intricacies of finance and for this reason explains everything fully and in a language that I can understand. Trevor is very able and professional in his role but has the ability to use language to suit an individual like me in her 60’s.

Have you seen the outcome you were hoping for?

Unfortunately not, but this is nothing to do with Trevor but recent problems in the world which have touched us all. No one could have predicted Covid, the war in Ukraine and the recent cost of living rise. Onwards and upwards for making lots of money this year ?

What could they have done better?

Had it not been for Trevor’s advice and the Platinum investment team working behind the scenes I might have had a serious loss. It is very important to me that I can feel that Trevor is knowledgeable in his advice. I am very happy to know that he ultimately wants to do the best by me and my individual finances.

Trevor's reply

Thank you, Cheryl, for taking the time to give me a 5* review. I very much appreciate it. I am thrilled to hear how happy you are with the financial planning provided and that by putting your trust in Platinum, we have been able to draw up a suitable plan that gives you the confidence to feel on track with your long-term goals. With recent factors affecting the world markets, it has been difficult to see the outcomes we hoped for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and wanted good advice on finances as that was not an area which I knew much about.

How has Trevor Johnston helped you?

I met with Trevor today for the first time in a face-to-face situation. He immediately made me feel at ease and explained everything clearly and simply.

Have you seen the outcome you were hoping for?

I came away with a greater understanding of the market now and over recent years. It was all explained honestly and clearly.

What could they have done better?

It was all fine.

Trevor's reply

Thank you for your lovely review, Elaine. I really appreciate you taking the time to share your feedback. I am delighted to hear that I have been able to assist you with your financial planning needs and that you remain confident that you are on track to meet your financial goals. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

To plan for a shorter working week and eventually retirement.

How has Trevor Johnston helped you?

Trevor explained everything clearly in an easy to understand way. Appointments were never rushed, always had time to discuss options. Sound advice given.

Have you seen the outcome you were hoping for?

A detailed report produced and explained face to face. Very satisfied with the outcome and hopefully what we’ve planned for in the future will also have a successful outcome.

What could they have done better?

Everything excellent. Very warm welcome at front desk too on arrival.

Trevor's reply

Thank you for this wonderful 5* review, Diane. I really appreciate you taking the time to share your feedback. It is great to hear how impressed you are with the advice given and that you feel confident that you are on track to meet your financial goals. I’ll also be sure to pass on your kind words to the reception team, thank you for that. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Armagh

What were the circumstances that caused you to initially look for an adviser?

I was approaching my retirement from Teaching and approached Platinum Financial for advice regarding my finances and pension arrangements.

How has Trevor Johnston helped you?

Trevor @ Platinum Financial Planning has helped in handling my financial transition from employment into retirement. I am indebted to him for clear and concise advice regarding my individual pensions and finances. The best thing I can say is that I feel very confident in the advice received from Trevor regarding my pensions and investments & look forward to continued association!

Have you seen the outcome you were hoping for?

I have enjoyed a smooth transition from Teaching to Retirement due to the good advice I received from Trevor & Platinum Financial Planning. It has enabled me to use my finances to progress from full-time teaching, to part-time and then to full retirement. I feel confident that the investments I have made following Trevor's advice are sound for the future!

What could they have done better?

I am completely satisfied with the service I have received from Trevor and Platinum Financial Planning.

Trevor's reply

Thank you, Jenny, for taking the time to give me a 5* review. I very much appreciate it. I am delighted to hear how impressed you are with the advice you have received and how confident you now feel about your financial future in retirement. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Trevor

Very helpful and explains your option in terms that is easy to understand. Extremely approachable and customer focused.

Trevor's reply

Thank you so much for your lovely review, Muriel, I really appreciate you taking the time to share your feedback. Delighted to hear that you have gained a better understanding of your options and I’m sure this has given you confidence in your financial future. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again!

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Trevor

A true gentleman! Open, honest, respectful, confident, friendly, knowledgable and a people-person! I was plunged into the unknown by a sudden out of the blue health scare? This was a reality check for my life and my future and still is! I realised I wanted to live and to live life to the full without financial worries, if I come out the other end! I have worked in the NICS for over 38 years and I have been lazy and flippant with my money and my future. Trevor was hosting a workshop for staff in NICS to educate us on all things pension wise and financial planning. This I attended-though it is a lot of information to initially take on-board, but thankfully the offer of a one-to-one follow up session was presented. This I took advantage of to sort my head out with all my own facts, figures and personal circumstances. I met Trevor, who respected my wish of mask wearing and step by step he led me through the process of financial planning for now and the future. We also discussed my pension and ‘what if’ circumstances if I had to leave work because of my health. As Trevor explained everything, the penny started to drop with me and I was having eureka moments of clarity and what seemed like a massive minefield started to click with me. From being scared of everything to the excitement and confidence of investing money was a truly inspirational, comforting journey for me, I was supported wholeheartedly with kindness, honesty and reassurances fromTrevor. This was what I needed! We all need a ‘Trevor’-lol! The whole experience awakened me from a daunting beginning to an amazing experience giving me confidence and wow moments of bravery and achievement! I met with Trevor another 2 times to clearly and openly take me through the process right through to signing on the dotted lines and setting up my portfolio. I cannot thank Trevor enough for helping to sort out the financial side of my life and for showing me genuine compassion and understanding. I would highly recommend Platinum financial Services but especially Trevor. He has a lot of experience in his career and it shows! I would highly recommend Trevor and I would also like to thank the admin staff who I have spoken with, emailed and telephoned. All have been so lovely, professional, courteous and mega- friendly! Special mention to Jayne and Kerry!-ps I must say I love the decor and design of your premises, unpretentious, tasteful (orange chairs in lobby!)and great parking! Thank you Trevor so much, thank you Platinum! Would highly recommend! Christinex

Trevor's reply

Thank you so much for this wonderful review, Christine, I really appreciate you taking the time to share such positive feedback. I am delighted to hear how much you have valued your experience here with me and it means a lot to me personally that I have been able to provide you with sound advice that has given you such peace of mind and confidence in your financial future. I will also make sure your special mention to the client relationship and admin team reaches the relevant people! It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again, Christine!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

To prepare for retirement and invest lump sum from work pension.

How has Trevor Johnston helped you?

Trevor has helped me to clarify what I want to do with my pension and finances to prepare for retirement.

Have you seen the outcome you were hoping for?

Yes, money invested has yielded some profit.

What could they have done better?

Nothing, I recognise that the market is subject to ebbs and flows.

Trevor's reply

Thank you for this 5* review, Bernie. I really appreciate you taking the time to share your feedback. I am really delighted that I have been able to assist you with your retirement planning needs and that by working together, you have a plan that is bespoke to you and your money is working well for you despite the current climate. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Investing funds

How has Trevor Johnston helped you?

Gave us good advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

Trevor's reply

Thank you for your review, Peter. I really appreciate you taking the time to share your feedback. I am delighted to hear that I have been able to assist you with your investment needs and that you are happy with the current outcomes. It has been a pleasure to support you both, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

We needed advice on the best way(s) to invest following retirement.

How has Trevor Johnston helped you?

At regular meetings he provided clear explanations re our financial investments, and listened and was responsive to any concerns we raised.

Have you seen the outcome you were hoping for?

Unsurprisingly, the outcomes have been variable given the volatile market over the last couple of years. Overall we are satisfied with outcomes to date.

Trevor's reply

Thank you, Maggi, for taking the time to leave me a review. I very much appreciate it. I am really pleased to hear that you have found my advice clear and concise and that by working together, you feel satisfied with how your investments are working for you. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. It has been a pleasure to support you both, and I look forward to continuing this positive relationship in the future. Thanks again, Maggi.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

My husband and I were retiring and needed help dealing with our savings in order to maximise the return on this money.

How has Trevor Johnston helped you?

Trevor has explained how investing money works and has compiled a portfolio to invest in that meets our needs.

Have you seen the outcome you were hoping for?

We have seen the value of our portfolio rise and fall but, Trevor`s advice enabled us to choose a level of risk that we are comfortable with and so we are satisfied with the outcome.

What could they have done better?

N/A

Trevor's reply

Thank you, Mary, for taking the time to leave me a review. I very much appreciate it. It has been a pleasure to support you both, and I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Armagh

What were the circumstances that caused you to initially look for an adviser?

Investing my retirement lump sum.

How has Trevor Johnston helped you?

Trever has always given me sound advice and invested my money in line with my needs. He has always been there should I need to speak to him.

Have you seen the outcome you were hoping for?

There have been significant world issues which have affected returns on my investment ie pandemic, Ukraine war. But I have still managed to improve my investment.

Trevor's reply

Thank you for this 5* review, Jane. I really appreciate you taking the time to share your feedback. I am really happy that I have been able to assist you with investing your lump sum and that by working together, you have a plan that is bespoke to you and your specific needs. Given your investments are based over the medium to long term we have confidence that we can help you achieve your goals. Hopefully, you can see from your current investment performance that things are going in the right direction. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Armagh

What were the circumstances that caused you to initially look for an adviser?

Retirement and investment planning

How has Trevor Johnston helped you?

Trevor provided sound advice and assistance to manage and set up my investment portfolio and has continued to provide valued updates. Always quick to respond to any of my queries.

Have you seen the outcome you were hoping for?

Satisfied with the quality of service.

What could they have done better?

No issues with the level of service.

Trevor's reply

Thank you for this 5* review Nigel, I really appreciate you taking the time to share your feedback. It has been a pleasure to support you with your retirement and investment planning needs, and I am delighted to hear that you remain confident that you are on track to achieve your long term financial goals. I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

Over the years I had saved a substantial sum of funds which were kept in low interest saving accounts. I felt it necessary to seek some professional advice on a better way to save or invest my money for the future. I also wanted some advise on my works pension.

How has Trevor Johnston helped you?

When I first met Trevor to seek financial advice I immediately warmed to him. He took his time to listen to me and understood my background with regards to my savings. He put me at ease with any issues I had, answering questions accurately and clearly explaining my options when investing. He guided me through the process of setting up my invest portfolio with no issues. During the first year of investing I was able to speak with him on a couple of occasions when I needed clarity and reassurance on some issues. I had my first annual review early this year with Trevor and found him engaging, encouraging and honest. Even though the markets did not perform while he gave me confidence to increase my risk profile, explaining the possibility of better performance but also confirming that nothing was guaranteed.

Have you seen the outcome you were hoping for?

To be honest with the markets current poor performance the value of my portfolio is not very profitable, so at the moment I know I will have to invest for 5-10 years before hopefully seeing a more profitable outcome. This was explained to me by Trevor.

What could they have done better?

Nothing really. I guess maybe going with a riskier profile, but I took the advice from Trevor and kept a more conservative approach as I was new to investing.

Trevor's reply

Thank you, Kevin, for taking the time to leave me a review. I very much appreciate it. I am really pleased to hear how much you value the guidance and reassurance that I have provided. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. If you would like to discuss your risk profile, I would be more than happy to pick this up with you directly. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

To provide a structured way to build a healthy financial future tailored to suit my risk profile

How has Trevor Johnston helped you?

To plan and achieve my financial goals going forward into the future.

Have you seen the outcome you were hoping for?

Definitely in certain areas but always hold the view that markets can change and therefore certain risks will always be there.

What could they have done better?

Lower the benchmark for costs free advice

Trevor's reply

Thank you, Nigel, for taking the time to leave me a 5* review. I very much appreciate it. I am really glad that I have been able to support you in planning for your future so you can meet your financial goals and it is encouraging to hear that you feel confident you are on track. Thank you for sharing your feedback that you would prefer us to lower the benchmark for costs. We are always reviewing our costs to ensure they are competitive in the market and ensure we are offering value to clients for the services we provide. I would be more than happy to pick this up with you directly. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

I was looking to invest some capital longterm

How has Trevor Johnston helped you?

I meet with Trevor usually annually to discuss my investments and risk levels although I noe receive quarterly progress reports

Have you seen the outcome you were hoping for?

Overall the outcome has been good covid rising inflation and the current cost of living crisis has obviously had an impact on returns but that is to be expected

What could they have done better?

I think they do a good job of reviewing the investments and making the necessary changes some market force changes have to be weathered

Trevor's reply

Thank you, Ann, for taking the time to complete a review. I very much appreciate it. I am really glad to hear how happy you are with the advice and guidance you have received so far and hopefully, the quarterly updates are useful for you too. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. I am also delighted to hear that you would consider recommending me in the future. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

I was preparing for retirement and met with Trevor’s predecessor to discuss work pension and best way to plan for the future.

How has Trevor Johnston helped you?

He has been very helpful by reviewing my savings and investments with me and helped me plan financially on an annual basis.

Have you seen the outcome you were hoping for?

I feel that my pension and savings are working well for me at present.

Trevor's reply

Thank you, Gillian, for taking the time to give me a 5* review. I very much appreciate it. I am really pleased to hear that you have found my financial planning helpful and that by working together, you are confident in how your pension and savings are working for you right now. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Pension review

How has Trevor Johnston helped you?

He gave us an overview of what we can expect from our pensions and helped us invest for the future

Have you seen the outcome you were hoping for?

Just started our investment journey.

What could they have done better?

Excellent service so keep up the good work.

Trevor's reply

Thank you for this wonderful 5* review, Zillah. I really appreciate you taking the time to share your thoughts. It has been a pleasure getting to know you both so far and I am pleased that the financial planning we have done has really helped you both prepare for the future. I look forward to continuing this positive relationship. Thanks again, Zillah.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

Had money to invest along with my wife who retired from teaching

How has Trevor Johnston helped you?

To make decisions on how to invest

Have you seen the outcome you were hoping for?

Not at the moment due to stock market.

What could they have done better?

Happy with Trevor’s management,he can’t control the stock market price.

Trevor's reply

Thank you for this wonderful 5* review, Thomas. I really appreciate you taking the time to share your feedback. I am delighted to hear that I have been able to help you both in planning for your future and that by working together, you have a greater understanding and confidence of your financial affairs. It has been a pleasure to support you both, and I look forward to continuing this relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

With imminent retirement and a complex variety of pensions in place for both my eife and myself we required expert advise on the best pension provision

How has Trevor Johnston helped you?

Understanding our specific pension and retirement requirements, he provided us with a tailored solution that accurately matched our requirements

Have you seen the outcome you were hoping for?

Our outline specification for our retirement has been delivered exactly as we hoped gor

What could they have done better?

Nothing, the service and attention to detail were excellent

Trevor's reply

Thank you for this fantastic review, Paul. It has been a pleasure to work with you and your wife and I have really enjoyed getting to know you both. It is great to hear that the retirement plan we put in place meets both of your goals and objectives and that, by working together, you now feel confident that you are on track to retire comfortably and enjoy the better parts of retirement. I am also delighted to hear that you would feel confident in recommending my services in the future. You could have chosen any financial planning firm in Belfast, so I'm glad you both chose us. Thanks again and speak soon.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Investment advice on Savings and forward planning

How has Trevor Johnston helped you?

Regular meetings and discussions on investments.Advice on making changes to our investments.Explaining market changes etc and impact on Savings in simple language.

Have you seen the outcome you were hoping for?

YesYes

What could they have done better?

Nothing I can think of-outcomes relevant to my needs.

Trevor's reply

Thank you for this wonderful 5* review, Emer. I really appreciate you taking the time to share such positive feedback. I am delighted to hear that I have been able to help you in planning for your future and that by working together, you have a greater understanding and confidence of your financial affairs. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement - time s right for me.

How has Trevor Johnston helped you?

Took me step by step through the process in a clear way.

Have you seen the outcome you were hoping for?

Yes

Trevor's reply

Thank you for this lovely 5* review, Karina. I really appreciate you taking the time to share your feedback. It has been a pleasure to support you, and I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate multiple pensions into one and invest some savings for future growth.

How has Trevor Johnston helped you?

Information and advise provided on all questions raised in a very open and transparent manner so that some quite complex options were made reasonably easy to understand.

Have you seen the outcome you were hoping for?

The markets have not been performing well over the last couple of years but I'm generally content with the outcomes so far.

Trevor's reply

Thank you Michael for taking the time to complete a review. I very much appreciate it. I am pleased to hear that you have found my communications clear and easy to understand, and that by working together, you are quite confident that you on track to achieve your financial goals. You could have selected any financial planning firm in Belfast, so I am glad it was us! It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

Received lump sum retirement money.

How has Trevor Johnston helped you?

Trevor took over from my first advisor who was also excellent but retired. Trevor came on board first during lock down. He explains things clearly and precisely.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure I am in position to answer this.

Trevor's reply

Thank you for this wonderful 5* review, Christina. I really appreciate you taking the time to share your positive feedback. I am happy to hear that you found the advice offered, clear and precise. Everything we do is insight-led, so you’re assured of the most up-to-date information, allowing you to make financial decisions in full confidence. It has been a pleasure to support you, and I look forward to continuing this positive relationship in the future. Thanks again.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Londonderry

What were the circumstances that caused you to initially look for an adviser?

Preparing to move into uncharted waters for me of retirement planning.

How has Trevor Johnston helped you?

Trevor has guided me by provided my essential advice in this important stage in my career.

Have you seen the outcome you were hoping for?

With Covid and other major world events, investments have been not performing as well as I had hope, however, I’m in a better position having taken advice offered by Trevor.

What could they have done better?

I’m satisfied with the services provided. I’m also impressed with the speed issues are dealt with.

Trevor's reply

Thank you for this wonderful 5* review, Ken. I really appreciate you taking the time to share such positive feedback. I am delighted that I have been able to help you with your retirement planning and that by working together, you have a greater understanding and confidence of your financial affairs. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Down

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Trevor Johnston helped you?

Advised on investment options and longer term pksnning

Have you seen the outcome you were hoping for?

Not yet. Financial downturn has had a big imoact on my investments

What could they have done better?

Nothing

Trevor's reply

Thank you, Henry, for taking the time to leave your review. It is very much appreciated. It has been a pleasure to support you, and I look forward to seeing how our positive relationship continues in the future. Thanks again.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

I had a lump sum from a workplace pension to invest and did not need to have ready access to this. I knew that interest rates available through normal high street banking channels would give me a poor return on my investment. I'd attended a pre-retirement seminar and was made became aware through this that a financial adviser would give me sound, impartial advice.

How has Trevor Johnston helped you?

Trevor has provided clear advice in plain english! Nothing is too much trouble and he always take time to ensure that I fully understand how the investments are being managed and how they are performing. Trevor has explained the various options available to me when I decide to access my savings to provide an income.

Have you seen the outcome you were hoping for?

Initially my investment performed very well however given the volatile markets in recent years the return has not been as good. Trevor has always explained how current factors are influencing performance. Despite this I am still confident that by managing my investment and moving funds about, Trevor has achieved the best outcome possible.

What could they have done better?

I am very content with the service provided and know that I cant contact Trevor at any time with questions or concerns - it is not necessary to wait until scheduled reviews.

Trevor's reply

What a fantastic review, Clare. I really appreciate you taking the time to share your positive feedback. I am delighted to hear that the financial plan we have structured for you, meets your individual needs and that, by working together, you have a greater understanding of your investments. It is reassuring to hear, that even through uncertain times you remain confident that I have your best interests in mind. It has been a pleasure to support you, and I look forward to continuing this relationship in the future. Thanks again, Clare.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Antrim

What were the circumstances that caused you to initially look for an adviser?

The need to invest and plan for the future following retirement.

How has Trevor Johnston helped you?

Advice re investments and managing my finances with regular reviews to ensure best performance and outcomes.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Trevor's reply

Thank you for this wonderful 5* review, Patricia. I really appreciate you taking the time to share your positive feedback. It has been a pleasure supporting you with your finance and investment needs, and I’m pleased to hear that you feel confident with your finances, and that you are on track to achieve your long-term goals and aspirations. Thanks again.