Philip's reviews
Reviewed for
Insurance and Protection ( 77 )
Mortgages ( 41 )
Pensions ( 320 )
Equity Release ( 11 )
Retirement income (annuities, drawdown) ( 205 )
Auto Enrolment ( 2 )
Investments and Savings ( 476 )
Pension Transfers - Non Specialist ( 62 )
Inheritance Planning ( 103 )
Long Term Care ( 40 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 74 )
Financial Mentoring ( 20 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 82 )
£100k - £200k ( 62 )
( 3 )
Up to £50k ( 33 )
£50k - 100k ( 51 )
Review
by a verified client in Gloucestershire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Too long ago!
How has Philip Hanley helped you?
Simplification and guidance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Philip:
Thank you, Richard, yes, too long ago!Review
by a verified client in Gloucestershire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning.
How has Philip Hanley helped you?
Plan for the future.
Have you seen the outcome you were hoping for?
So far yes.
Philip:
Thank you, NickReview
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some capital to invest and we wanted a more personal approach than we had experienced previously.
How has Philip Hanley helped you?
He has placed our funds into stocks and shares ISAs which are proactively managed by the company. Our returns are healthy in spite of the ups and downs in the market over the last few years.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Philip:
Thanks so much, Karen!Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Philips for a number of years, when I retired looked for advice.
How has Philip Hanley helped you?
He has advised how to invest my pension.
Have you seen the outcome you were hoping for?
I have been more than happy with the outcome.
What could they have done better?
In my own personal opinion nothing .
Philip:
Thank you, ChrisReview
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice
How has Philip Hanley helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Philip:
Thank you for the 5* review, Barbara!