Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 15 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
Review
by a verified client in Somerset
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Referral from my Financial Adviser
How has Ben Sloggett helped you?
6+ years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Flexible communication, both meeting in person and by Zoom is just right for me.
Ben:
Thanks very much for your feedback Rob. Much appreciated.Review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 3 pension pots and wanted to combine them into one annuity
How has Ben Sloggett helped you?
Advising all the options available to me, eg. Annuity or drawdown.
Have you seen the outcome you were hoping for?
Yes I have, I wanted the security of a monthly income for life.
What could they have done better?
Nothing, I was very happy with the service
Ben:
Thank you very much for your review Lynne, really appreciate it.Review
by a verified client in Cardiff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previously my pension was with Equitable Life and approaching retirement and with a good pension pot there was a need to seek professional advice and I was referred to IP by a colleague.
How has Ben Sloggett helped you?
Aware of my needs a attitude to my investment his advice has been valuable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Ben:
Thanks very much for your review John.Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and looking for advice on how to get the best value from my pension pot.
How has Ben Sloggett helped you?
Meeting Ben regularly I can see how my pension is performing. Recently Ben provided excellent advice and assistance when I moved some of my pot into an annuity.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that comes to mind. Ben is very efficient but also great company and I always look forward to our meetings.
Ben:
Thank you very much for the positive review Peter. Much appreciated.Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Intelligence Pensions were recommended some time ago by my Financial Advisor.
How has Ben Sloggett helped you?
Yes over a number of years.
Have you seen the outcome you were hoping for?
Simply YES
What could they have done better?
If I knew the answer to this question I would of done it.
Ben:
Thank you very much for your review Bob. Much appreciated.