Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 12 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 17 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
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?
Professional pension adviser
How has Ben Sloggett helped you?
10 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m happy with the returns on my pension/investment.
Ben:
Hi Ian, Thank you for taking the time to leave a review and for your continued trust over the past ten years. I’m really pleased to hear that you’re happy with the returns on your pension and you are getting the outcomes you were hoping for.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?
I wanted to set up a self invested pension plan and need a good firm of independent specialists.
How has Ben Sloggett helped you?
Easy to talk to, even on video link in recent years and his knowledge and advice has been very helpful to me.
Have you seen the outcome you were hoping for?
Better than I hoped for!
What could they have done better?
Nothing really springs to mind!
Ben:
Thanks very much for your positive review Tony. Really pleased that we have delivered a better outcome that you expected!Review
by a verified client in Outside UK
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Ben Sloggett helped you?
Advice on private pension management
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything
Ben:
Thank you very much for taking the time to leave a review David. Your comments are much appreciated and it's great to know that you are getting the outcome you are looking for.Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being made redundant back in 2001 and wanted to transfer my pension.
How has Ben Sloggett helped you?
Ben has always given me fair and practical advice.
Have you seen the outcome you were hoping for?
I certainly have.
What could they have done better?
As far as I am concerned, Nothing.
Ben:
Thank you, Trevor, for taking the time to share such a kind review. I’m delighted you feel the advice you’ve received has been fair, practical and has delivered the results you were hoping for. It’s great to know our regular conversations give you confidence, not just with your pension planning but also in discussing wider challenges. Most importantly, I’m pleased you feel on track with your goals. Thanks again. BenReview
by a verified client in Bristol
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My investment advisor recommended Ben as my pension/s were complicated
How has Ben Sloggett helped you?
Good solid advice which is relevant to my circumstances
Have you seen the outcome you were hoping for?
Yes...
What could they have done better?
Not applicable
Ben:
Thanks very much for your review Annie. Delighted to hear that you value our advice and have achieved the outcome you were hoping for.