Philip's reviews
Reviewed for
Insurance and Protection ( 78 )
Mortgages ( 41 )
Pensions ( 324 )
Equity Release ( 11 )
Retirement income (annuities, drawdown) ( 208 )
Auto Enrolment ( 2 )
Investments and Savings ( 480 )
Pension Transfers - Non Specialist ( 62 )
Inheritance Planning ( 104 )
Long Term Care ( 40 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 78 )
Financial Mentoring ( 21 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 52 )
£200k - £500k ( 83 )
£100k - £200k ( 63 )
( 3 )
Up to £50k ( 33 )
£50k - 100k ( 52 )
First impression
by a VouchedFor user
9 days ago
Overall
Please provide a brief comment about your experience with Philip
Good first conversation and refreshingly open assessment of our personal situation without any 'sales pressure'.
Philip:
Many thanks, Lance, happy to help you in the future if circumstances change.Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Independent advice on savings and future financial requirements .
How has Philip Hanley helped you?
Advice and guidance from an independent source
Have you seen the outcome you were hoping for?
Yes assets were secure in a volatile world producing good long results
What could they have done better?
Supplied everything I required no need to alter or change anything that works perfectly well already
Philip:
Thank you, Mike, much appreciatedReview
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Large sum of money inherited on husbands death
How has Philip Hanley helped you?
Provided help and information on how best to invest money . Yearly review and ISA help
Have you seen the outcome you were hoping for?
Yes - I feel my money is safe and well looked after
What could they have done better?
Nothing
Philip:
Many thanks for the review, Olga, much appreciated.Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General financial planning advice.
How has Philip Hanley helped you?
To plan effectively for the future.
Have you seen the outcome you were hoping for?
It's early days.
Philip:
Thanks for the lovely review, Sarah. Early days indeed!Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially, to consolidate a workplace pension and two private schemes.
How has Philip Hanley helped you?
He recommended an investment fund and a suitable plan.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Philip is always approachable, confident and professional.
Philip:
That's kind, Alan, much appreciated