William's reviews
Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to consolidate a number of private pension schemes from previous occupations
How has William Foster helped you?
With exceptional professionalism in understanding my situation and future requirements.
Have you seen the outcome you were hoping for?
Most certainly for my current circumstances.
What could they have done better?
Very little really, although some of the documentation can be a little heavy to fully understand!
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser not meeting expectations.
How has William Foster helped you?
Moved my funds, reinvested into more suitable investments for my target pension.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions and finances were a mess
How has William Foster helped you?
William was fantastic. With a friendly and understanding approach, he helped consolidate all my pensions into one place, making everything much easier to manage. He took the time to listen patiently to my future plans and provided thoughtful guidance to ensure I had the best options for my needs. His expertise and support gave me real confidence in my financial future.
Have you seen the outcome you were hoping for?
Yes, everything is going well. In the first year my pension was up by 15%.
What could they have done better?
Nothing. Couldn’t fault William.
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Leading towards retirement in next few years, just received an inheritance, children all left home, unclear on pension situation. Wanted to get a clear picture of my financial position.
How has William Foster helped you?
Understandable, relevant advice and explanations given in an engaging and friendly way.
Have you seen the outcome you were hoping for?
Definitely. Certainly getting ducks in a row and getting my money working for me.
What could they have done better?
Nothing. All good.