Steve's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 22 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 4 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 25 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Buckinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to be able to drawdown on my pension when I changed to a part time job, to maintain my income level
How has Steve Harris helped you?
He identified the types of pension i have and arranged their transfer (where appropriate) to True Potential, which was the best match for my needs. He explained all the options and arranged the transfers and subsequent drawdown.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm happy with service
Steve:
Thanks for your kind review, Sue. It is very much appreciated. Kind regards, SteveReview
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to move several different pensions into 1 fund.
How has Steve Harris helped you?
Contacted pension funds to arrange transfer of funds.
Have you seen the outcome you were hoping for?
Yes.
Steve:
Hi Michael, Thanks for your kind review. Much appreciated. Kind regards, SteveFirst impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Steve
Steve has been incredibly helpful reassuring me on my financial plans, considering options and making recommendations. Really appreciate the time you’ve spent on this Steve. Thanks so much.
Steve:
Hi Rob, Thanks for the kind review. Pleasure to help and please come back in the future if you need any further help. Kind regards, SteveReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In addition to my workplace pension, I had an AVC pension that I needed to access.
How has Steve Harris helped you?
Steve's advice has been invaluable in guiding me through the complicated process of transfering my pension funds to a scheme that offers more flexability, with a balanced potential for growth in the future.
Have you seen the outcome you were hoping for?
Yes, I now have access to my funds in a simple and tax efficient mannor.
What could they have done better?
Nothing.
Steve:
Hi Steve, Many thanks for your kind review. It is very much appreciated. Kind regards, SteveReview
by a verified client in Cambridgeshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and needing to tidy up multiple pension pots
How has Steve Harris helped you?
Advice on final salary scheme and planning for income from now through retirement
Have you seen the outcome you were hoping for?
Yes, consolidated pension pots and a plan for retirement
What could they have done better?
Very little.