Steve's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 12 )
Pensions ( 61 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 2 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 37 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 64 )
Financial Mentoring ( 23 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 17 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Steve
Extremely helpful
Steve:
Thank you Sarah, it's good to know that our initial chat about your inheritance tax liability, and maybe the use of a deed of variation was useful. Please let me know if you would like any more detail on the life insurance quotes that I sent you.Review
by a verified client in Bristol
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father died and left us a large amount of money and we decided to contact .Steve . He was recommended but a school friend whose pares had dealt with his father and then Steve worked with his father
How has Steve Pine helped you?
To manage our money for us .Alert us when things needed to change . To also help with my finances as my husband now has dementia and I had to take over the paperwork . He was also Willing to help the executors of our will when the time arises
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothibg we are kept well I touch of all the dealings to do with our money
Steve:
Thank you Sue, it's been a pleasure assisting you and Chris with your financial planning and investment management over the many years we have known each other. Life hasn't been straightforward for you with Chris' poor health and dementia diagnosis, but hopefully your pensions and the value of your tax efficient investments should keep you in good stead should you need to pay for care in the future.Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I met Steve 25 years also ago, through associated business connections.
How has Steve Pine helped you?
Massively, with helping me take over a company in dire financial straits. It then followed that we developed a mutual understanding, which eventually led Steve to advising me on my exit strategy when I decided to sell the main company.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None, as far as I am concerned.
Steve:
Thanks Steve for taking the time to leave such a positive review, it really is appreciated. Over the many years we have known each other, our relationship has always been very honest and its been a pleasure to assist with your business and now retirement planning. Long may it continue!Review
by a verified client in Gloucestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of my company pension to my a SIPP on redundancy
How has Steve Pine helped you?
Excellent advise and follow through with the company for the transfer. Solid growth of the SIPP in a difficult market. Excellent newsletters and reviews to keep me confident that the current financial strategy is the correct one
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you Liz for taking the time to leave such a positive review. Although you living in France brings extra challenges when meeting your investment objectives, its pleasing to know you value our contact points.Review
by a verified client in Worcestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a sum of money we wanted to invest.
How has Steve Pine helped you?
Steve assessed our situation, checked our risk appetite for investments and followed through with advice on funds to invest in. We have reviewed our current state every few months and he has given us recommendations on alterations to make. He and his team are always happy to explain the way investments work and the terminology.
Have you seen the outcome you were hoping for?
Yes - both in the investing and in having an improved understanding of the financial world.
What could they have done better?
I am happy with the process so far.
Steve:
Thank you so much Kevin for taking the time to leave such a positive review. It's been a pleasure working with you and Sue on your financial and tax planning, and investment management. Markets will do what markets will do, and sometimes it's a rocky road, but as long as we continue to invest rather than speculate, I think all will continue to head in the right direction.