Ophir's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 16 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 26 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 5 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 8 )
Review
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a place to consolidate my pensions and start paying larger contributions.
How has Ophir Lethbridge helped you?
By consolidating my pension and advising on the right funds for me.
Have you seen the outcome you were hoping for?
Yes.
Ophir:
Thanks! Really appreciate the kind words, it is a pleasure to work with you and looking forward to continuing to work together in the future!Review
by a verified client in Bedfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to merge my pensions.
How has Ophir Lethbridge helped you?
Ophir has been very instrumental over the years in helping me with my pension and has always been there to ask for advice, he is also very proactive in contacting me.
Have you seen the outcome you were hoping for?
The outcome is till ongoing but yes it is heading the way i want it to.
What could they have done better?
At the minute nothing.
Ophir:
Delighted to be of service, looking forward to continuing working together in the future!Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchased business
How has Ophir Lethbridge helped you?
Previous staff
Have you seen the outcome you were hoping for?
Continue support
Ophir:
Very kind review, thank you!Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure investment security.
How has Ophir Lethbridge helped you?
With good financial advice.
Have you seen the outcome you were hoping for?
Given the financial climate, our investments are on the up now.
Ophir:
Very kind of you, looking forward to working together in the future.Review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I separated from my husband and wanted sound financial advice
How has Ophir Lethbridge helped you?
Ophir gave me excellent advice and helped me understand everything we were discussing. He continues to talk me through my investments and finances in a way that I can understand.
Have you seen the outcome you were hoping for?
Yes
Ophir:
Thank you for such a lovely review! Very kind!