Ken's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 5 )
Pensions ( 38 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 40 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 63 )
Financial Mentoring ( 16 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 20 )
£100k - £200k ( 10 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
Repeat review
by a verified client in Powys
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ken Hall helped you since your last review?
Inheritance advice
Repeat review
by a verified client in Bristol
22 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ken Hall helped you since your last review?
Ken helped me focus on what needed to be done, how best to do it, and why it mattered. While a few loose ends remain, the overall picture is now much clearer—and I have a long-term financial strategy I understand and feel confident about. A really valuable process.
Ken:
Thank you Gary and Nicky for the positive review. It is a pleasure to work with you both on your financial planning needs to ensure you enjoy the retirement you both very much deserve!Repeat review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ken Hall helped you since your last review?
Ken continues to provide me with advice and guidance with regard to my financial circumstances and pension advice for the future.
Ken:
Lou, Thank you for taking the time to leave a review, it has been a pleasure to help you with your financial planning over the years, and I hope I can continue to fulfil your family’s objectives for many more years.Repeat review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ken Hall helped you since your last review?
My daughter died last October and Ken has been very helpful guiding myself and my daughters Executors through all things connected in her will, probate and her financial affairs. He will be guiding me through my own financial affairs as well later this year.
Ken:
Gill & John, Thank you for taking the time to leave a review, it is a pleasure to help you and your family over the years, especially when you needed it most. I look forward to seeing you soon to discuss your new financial plans.Review
by a verified client in Bristol
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice was required, after taking early retirement, for investing a lump sum payment.
How has Ken Hall helped you?
By supplying sound advice in an easy and understandable way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Extremely satisfied with the service we always receive.