Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 25 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
Up to £50k ( 2 )
Review
by a verified client in Bristol
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed specialist advice and Ben was recommended
How has Ben Sloggett helped you?
He has always carefully explained my pension situation, helping me understand what I might need to consider.. He also carefully explained annuities which was very helpful.
Have you seen the outcome you were hoping for?
Yes....definitely.
What could they have done better?
N/A
Ben:
Thanks very much for your positive review Annie. I'm really pleased that you are seeing the outcome you were hoping for and I look forward to continuing working together over the coming years.Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement from a company with a defined contribution pension scheme.
How has Ben Sloggett helped you?
Ben implemented a transfer to a self investment pension plan (SIPP) and has set up a drawdown to provide a monthly income in retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Plan performance is excellent, no complaints.
Ben:
Thank you so much for your positive review Mike. Really pleased that you are getting the outcome you were hoping for by using our service. I look forward to continuing to assist you over the coming years.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?
have had one from intelligent Pensions since I retired.
How has Ben Sloggett helped you?
advised on pension
Have you seen the outcome you were hoping for?
yes
What could they have done better?
better outcome would be down to James Hay
Ben:
Thank you very much for your 5-star review Maurice. Very pleased to hear that you are happy with the service we provide.Review
by a verified client in Dorset
3 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Need to bring together a number of pensions under one heading
How has Ben Sloggett helped you?
By clarifying my understanding and expectations of my need going into retirement.
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Totally happy with advice I have received
Ben:
Thank you very much for your positive review Fred. I am delighted that you have been totally happy with the advice we've provided and that our service has given you the outcomes you were looking for. I very much look forward to continuing to help you over the coming years.Review
by a verified client in Cambridgeshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was the beneficiary of my late husband's pension fund
How has Ben Sloggett helped you?
Always helpful, knowledgeable, advising
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Ben:
Thank you so much for your positive feedback Jane. Great to know that your are completely happy with our service, and I look forward to continuing to help you moving forward.