Steve's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 12 )
Pensions ( 63 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 49 )
Auto Enrolment ( 2 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 38 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 65 )
Financial Mentoring ( 23 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 17 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
( 2 )
Review
by a verified client in Bristol
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning retirement
How has Steve Pine helped you?
Open our eyes to retired income requirements and managing of existing wealth
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Not much
Steve:
Thank you Richard, I really appreciate you taking the time to leave such a kind review. It's been a pleasure helping you work out what you need to meet your retirement objectives and to consolidate your pensions in one place to give flexible tax-efficient income options.Review
by a verified client in Bristol
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We first met Steve over 30 years ago when we were looking to plan for our future with children and on into retirement.
How has Steve Pine helped you?
We have met with Steve every year and he has always had the time to spend explaining everything that we asked. He is very knowledgeable and understanding . We trust him totally and this is a vital component of a financially advisor
Have you seen the outcome you were hoping for?
Our investments have always done well and we are delighted with all outcomes.
What could they have done better?
I have nothing to say in this section.
Steve:
Thank you Peter for your very kind words. It has been a pleasure assisting you and Liz with your financial planning, estate planning & managing your investments for all these years!First impression
by a VouchedFor user
9 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
10 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
10 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!