Adam's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 3 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 15 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 20 )
Financial Mentoring ( 13 )
Financial Coaching ( 9 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 13 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Yorkshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Dennis helped you since your last review?
Adam continues to be responsive to issues / queries that arise. He is happy to provide information and explanations as requested.
Repeat review
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Dennis helped you since your last review?
Adam continues to provide an excellent service to us, adapting as our situation is changing and our children are growing up
Repeat review
by a verified client in Lancashire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Dennis helped you since your last review?
Adam is always on hand and provides regular dates on my portfolio.
Repeat review
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Dennis helped you since your last review?
Yes, on a number of occasions I.e if the government are amending area that are relevant to myself.
Repeat review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Adam Dennis helped you since your last review?
Adam has maintained regular contact, even though we have moved some distance away, as we use the technologies of phone, email and video calls to keep up to date. Adam has provided ongoing guidance and advice which has been really helpful in managing our financial circumstances. As retirement gets closer Adam has provided supportive help and reviewed our pension provision, ensuring our money is in the best investments for our future needs. Adam has also been able to support us in reviewing our life insurance and protections, guiding us to the right product for our needs.