Adrian's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 29 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 28 )
Financial Mentoring ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
Review
by a verified client in Bristol
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My former adviser was retiring and I asked a well respected friend previously in the field of insurance and financial affairs whom he would recommend to take over
How has Adrian Wilkins helped you?
Adrian had advised me on current investment and how to make the most to cope with Inheritance tax planning
Have you seen the outcome you were hoping for?
This is a longer term project but everything seems to be going according to plan
What could they have done better?
Nothing- I have received first class service from both Adrian and his assistant
Review
by a verified client in Gloucestershire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have considerable investments. My IFA died very unexpectedly, I met the person who took over his clients, and was not impressed, I sought advice from other people and from my very first IFA, long retired, and so met Adrian, He has been helping me for many months now, and I am pleased to have trusted advice in these troubled ( Trump ) times.
How has Adrian Wilkins helped you?
A range of advice concerning pensions and investments.
Have you seen the outcome you were hoping for?
It is too early to see big changes, or improvements, so early in our relationship which is in year one.
What could they have done better?
Nothing at all.
Review
by a verified client in Hertfordshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To move my pension out of my SIPP to a pension that was actually working for me.
How has Adrian Wilkins helped you?
He's been more than helpful and approachable. He looks at the options and listens to my view, importantly he helps to build a picture I can clearly understand. I always feel he has my best interests at heart and when I have some crazy investment ideas he keeps me grounded and talks sense so that I can have a 360 approach to anything that I am looking to do.
Have you seen the outcome you were hoping for?
Happy with the process and movement of my investment. Due to the Trump US situation my funds dropped but are on the way back up ... it is a long waiting game with pensions.
What could they have done better?
Nothing at this time as far as I know.
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation from a friend of my wife
How has Adrian Wilkins helped you?
Yes
Have you seen the outcome you were hoping for?
Generally yes …. It’s an up and down world
What could they have done better?
Available for weekends for face to face reviews
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Adrian
Really great experience with Adrian, will certainly use his services again in future.