Naomi's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 22 )
Pensions ( 57 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 42 )
Auto Enrolment ( 1 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 24 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 54 )
Financial Mentoring ( 14 )
Financial Coaching ( 10 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 12 )
Repeat review
by a verified client in Middlesex
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Naomi as always was helpful and professional with her advice. Her attention to detail is outstanding and she will find a solution if something needs to be done. I am very happy with the service she provides.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Naomi
She was extremely helpful. Well-informed, a good communicator as well as a good listener. At the end of our introductory session I felt informed and empowered. I will certainly have no hesitation going back to her if necessary in the future. Five stars, no doubt.
Naomi:
Thank you so much for taking the time to share such thoughtful feedback. It truly means a great deal to me. I’m really glad to hear that you felt informed and empowered after our introductory session, that’s always my goal. It was a pleasure speaking with you, and I appreciated your openness and engagement throughout our conversation. Please know that you’re always welcome to reach out if you have questions or would like support in the future. I’d be very happy to help whenever the need arises.Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Naomi is always helpful and has offered us great advice which has been invaluable in financing our retirement plans.
Naomi:
Thank you so much for taking the time to share such positive feedback. I’m really pleased to hear that the advice across pensions, investments, inheritance planning and overall financial planning has been valuable to you. Your strong confidence and willingness to be a passionate advocate truly mean a great deal, and I’m grateful for your trust and recommendation. It’s a pleasure working with you, and I look forward to continuing to support you in the future.Repeat review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Provided further advice regarding IHT planning in light of legislation changes
Naomi:
Thank you very much for such a detailed and thoughtful review. I’m really pleased to hear that the recent inheritance tax planning discussions, particularly in light of legislative changes, have been helpful and reassuring. It’s great to know that you feel completely confident you’re on track to achieve your goals and that the clarity of our correspondence and ongoing communication works well for you. Your trust, continued engagement, and willingness to recommend me to others mean a great deal, and I truly appreciate your advocacy. I’m also delighted to be supporting other members of your family with their financial planning. Thank you again for taking the time to share your experience, I look forward to continuing to work with you.Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Naomi Keith helped you since your last review?
Naomi helps me with ongoing advice which gives me confidence to make informed decisions about my finances.
Naomi:
Thank you so much for your kind review. I’m really pleased to hear that our ongoing advice gives you the confidence to make informed decisions, and that you feel comfortable discussing personal challenges as well as your finances. That level of trust is incredibly important to me. It’s great to know you feel confident that you’re on track with your goals and that our communication and correspondence are clear and helpful. Thank you again for taking the time to share your experience and for your thoughtful recommendation. I look forward to continuing to support you in the years ahead.