Steve's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 12 )
Pensions ( 55 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 2 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 34 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 57 )
Financial Mentoring ( 19 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 14 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
( 1 )
Review
by a verified client in Bristol
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received a substantial inheritance (for me) from my parents and wanted advice from a trusted advisor to ensure this amount of money was realistically invested in an ethical way and which I could access if and when life circumstances warranted eg. downsizing, future care needs, etc
How has Steve Pine helped you?
My financial affairs are now in order, with a significant increase in capital over the last two years, thus giving me peace of mind. Steve always responds to any queries promptly and his advice is timely and not loaded with jargon. I find his advice easy to understand. I appreciate the annual review with Steve where I can be updated on my financial situation.
Have you seen the outcome you were hoping for?
Yes, definitely. My money is working for me due to Steve’s knowledge and expertise in a way that I never would have been able to achieve by myself.
What could they have done better?
Nothing. I am completely happy with the service Steve has provided.
Steve:
Thank you Rhonda for your kind words. It's been a pleasure working with you over the last couple of years, and to help you make the most your inheritance. With a change of circumstances likely for you next year, we will be on hand whenever needed.Repeat review
by a verified client in Gloucestershire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Pine helped you since your last review?
Steve has been a great help with assisting us to plan for retirement. We have been very happy to refer friends and colleagues to him. He is approach is very tailored and measured helping clients to achieve long term goals.
Steve:
Thank you Graham for your generous review, and for being such a strong advocate of Aspire when talking to colleagues, friends and family. Your retirement planning is on track, let's keep it going!Review
by a verified client in Somerset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Steve's for well over 25 years,since I first started looking for advice and guidance on investment and pension planning.
How has Steve Pine helped you?
Steve has always provided clear information, with pro's and con's explained in an easy to understand way.
Have you seen the outcome you were hoping for?
I retired well before reaching state pension age,which was a big positive for me.
What could they have done better?
Unless they had a crystal ball, I don't think that the results could have been much better.
Steve:
Thank you so much Tim and Margaret for leaving me another 5-star review. Its been an absolute pleasure being your Chartered Financial Planner for all these years, and long may our relationship continue!Repeat review
by a verified client in Bristol
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Pine helped you since your last review?
Continued advice to help us plan our finances and focus on on our goals
Steve:
Thanks Ter for taking the time to leave a 5-star review of our financial planning and investment management service, it is much appreciated.Repeat review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Pine helped you since your last review?
Steve has offered general help and sound advice. My wife and I have been clients for many years, and appreciate his good awareness not only of our personal financial affairs, but also his appreciation of the needs of our wider family
Steve:
Thank you so much Jeremy for leaving another review on VouchedFor, and for completing the recent client survey. Your time is really appreciated.