Steve's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 93 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 3 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 14 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 41 )
Financial Mentoring ( 9 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 13 )
£100k - £200k ( 15 )
Up to £50k ( 5 )
£50k - 100k ( 7 )
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steve is the financial advisor through our company pension scheme
How has Steve Green helped you?
Steve has provided great advice on not only pensions and savings but also in the importance of life planning, for example in having a Will and power of attorney set up. Also using his financial planning tools not just for me but also as a family we can see what a retirement might look like.
Have you seen the outcome you were hoping for?
Yes through the various questionnaires and models provided by Steve I’ve seen my pension grow.
What could they have done better?
Nothing that I can think of
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Provided for already by prev company
How has Steve Green helped you?
Understand the financial market and advise on future planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No issues at all
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Steve Green helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing he’s on the money
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how to save for my retirement and where to invest my savings for that.
How has Steve Green helped you?
By helping me to know my exact outgoings and and what income I would need to retire to have a decent standard of living and how to achieve that .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think anything better could have been done. I saw a good result from what Steve Green had suggested I did.
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was concerned that my pension at the time was not performing as it previously had been due to a change in provider. I wanted to make sure that I had adequate funds to support my retirement, once I reached retirement age or was able to take early retirement
How has Steve Green helped you?
From the initial consultation to establish not only my pension requirements, but also my partners pension requirements, Steve has provided us with secure pension options. On-going annual reviews to ensure that my pension is performing as is should, and advising of any changes, and areas to be reviewed where required. I have also recommended Steve to a close friend to deal with her pension requirements, and is now a client of his. I have no hesitation in recommending Steve to close family and friends.
Have you seen the outcome you were hoping for?
I have been able to take early retirement, and take out a lump sum as well as an on-going monthly pension. I would not have been able to do this had I not sought the services of Steve Green Financial Services. I am more that satisfied that Steve's advice and help had enabled me to do this.
What could they have done better?
Nothing.