Reviewed for

Insurance and Protection ( 73 )

Mortgages ( 41 )

Pensions ( 297 )

Equity Release ( 11 )

Retirement income (annuities, drawdown) ( 186 )

Auto Enrolment ( 2 )

Investments and Savings ( 432 )

Pension Transfers - Non Specialist ( 60 )

Inheritance Planning ( 90 )

Long Term Care ( 36 )

Pension Transfers - Specialist ( 27 )

Financial Planning ( 47 )

Financial Mentoring ( 17 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 40 )

£200k - £500k ( 71 )

£100k - £200k ( 54 )

( 3 )

Up to £50k ( 33 )

£50k - 100k ( 48 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To manage my pensions and savings

How has Philip Hanley helped you?

He has helped me understand my different options and explained issues along the way as and when I needed specific advice.

Have you seen the outcome you were hoping for?

Yes so far.

What could they have done better?

na

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We have always had an adviser.

How has Philip Hanley helped you?

Philip is excellent.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No Covid or Ukrainian War.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

personalised financial advice in a face to face setting

How has Philip Hanley helped you?

provided good explanations of risk\returns in financial matters

Have you seen the outcome you were hoping for?

yes sound financial advice good returns

What could they have done better?

fully met my expectations

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I had a lump sum to invest

How has Philip Hanley helped you?

Philip helped me consolidate my savings as well as encouraging me to save (and spend!) appropriately. His ongoing support has also enabled me to make the most of my tax-free allowances and change my investments as circumstances change.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to safeguard an existing investment which had matured'

How has Philip Hanley helped you?

Philip keeps me informed weekly on the markets and the trends; he fully understands my attitude to investments and I am very happy with the way he is advising me.

Have you seen the outcome you were hoping for?

It dropped a little in the first year or so but recently has recovered and the present outlook is looking positive.

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

This was an annual review

How has Philip Hanley helped you?

By giving clear and relevant advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Philip

Philip and I have so far had a very interesting meeting to discuss short, mid and long-term strategy of investing. Very friendly chap to speak to and full of knowledge, wisdom and ideas. Well worth reaching out!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed someone local who could advise me when I inherited some money rather than just dealing with one of the large banks.

How has Philip Hanley helped you?

Philip has advised me to suit my particular circumstances and with knowledge of my family situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is nothing I can think of

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

A desire to consolidate a number of pension plans into one plan. And retirement planning.

How has Philip Hanley helped you?

Absolutely.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

We have guided through various saving options together with advice regarding pensions. We discussed and decided a course of action which has to date been satisfactory. We were most impressed that some of the savings advice offered did not yield any financial benefit to Philip Hanley

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We don’t consider there is anything.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My previous adviser retired.

How has Philip Hanley helped you?

He has given sound advice on my investments.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I am satisfied with all he has done for me.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Made redundant and needed advise on what to do with pension and redundancy.

How has Philip Hanley helped you?

Advised best investment strategy to achieve objective.

Have you seen the outcome you were hoping for?

No, but this based on stock market performance the last two years which is just unlucky. Philip’s advice is based on long term goals.

What could they have done better?

Apart from predicting the future, which is not possible, nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I was one myself and passed my client base on to Philip as someone I believed would look after them

How has Philip Hanley helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot !

Philip's reply

Many thanks, Harry.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Pension fund

How has Philip Hanley helped you?

Good financial advice regarding pension and savings

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks, Sue!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I had money to invest

How has Philip Hanley helped you?

He has steadily reinvested my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Philip's reply

Thanks, Pippa

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Philip

Phillip was very friendly and put me at ease. He rovided some general advice on pensions and referred me to a colleague who specialises in mortgages.

Philip's reply

Many thanks, Fiona, hope we can help in the future.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I realised early on in my professional life that I would benefit from the advice of an independent financial advisor. Over twenty years ago I was fortunate to be introduced to Philip Hanley.

How has Philip Hanley helped you?

Pensions. Investments. Inheritance.

Have you seen the outcome you were hoping for?

Over a lifetime one’s finances and circumstances do change. Philip’s advice has allowed flexibility of planning when needed. Yes, I am satisfied.

What could they have done better?

Philip, and his team, have always been available to help and advise. Their annual review keeps them in touch with my needs. Perfect.

Philip's reply

Thank you, John, much appreciated.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

We have been with Philip for 25yrs..updating info

How has Philip Hanley helped you?

He has given us sound advice and is totally reliable and honest...

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No and Philip is also an extremely lovely person!

Philip's reply

Thank you so much, Angie!

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Philip

Absolutely excellent. Had a Zoom meeting where Philip gave impartial advice about pensions and what to do going forwards.

Philip's reply

That's great, Nick, many thanks

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Recommended from a friend. Looking for investment advice and planning for retirement.

How has Philip Hanley helped you?

With all the above. Always available for advice

Have you seen the outcome you were hoping for?

Yes despite market volatility

What could they have done better?

Nothing in particular

Philip's reply

Many thanks, Vince

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

to find an advisor that would assist us with our future investments

How has Philip Hanley helped you?

we are now in as pensioners we are now in the position that we hoped to be all those years ago when we met Phil.

Have you seen the outcome you were hoping for?

yes, that and more

What could they have done better?

I don't know if anyone could have done better than Phil and he is always there to answer any queries that we have

Philip's reply

Thanks, Terry, much appreciated

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Philip

Great advice and fantastic attention to detail. Philip had all the information from our first conversation at his finger tips for our follow up call and helped guide me clearly and quickly on next steps. Thank you Philip.

Philip's reply

Thanks, Mark, hope we can help further

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Substantial funds to invest as safely as possible ??

How has Philip Hanley helped you?

Hopefully his financial knowledge of the markets will be beneficial to me

Have you seen the outcome you were hoping for?

No but hopefully this will get better ??

Philip's reply

Many thanks, John

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

When my wife became ill we both wondered if we could retire early and we needed help planning our finances.

How has Philip Hanley helped you?

He looked into all of our pensions, savings and finances and made recommendations on how to make the most of our investments.

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

Nothing!

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Philip

This was my first meeting with Philip which I found very useful. He came across and genuine and understanding of what I was trying to achieve. We have made the start of a plan and I'm positive about moving forward with Philips help and advice.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Philip

I had a preliminary meeting with Philip who advised me most professionally with understanding of my situation and aims. Likely he cannot help me further but I would recommend him for his straightforward advice and honesty.

Philip's reply

Thank you, Isabelle, much appreciated

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Philip

Thank you Philip for a great initial meeting. Looking forward to working with you.

Philip's reply

Thanks for a great review, Mark, look forward to working with you, too.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Philip

Tough to comment as we didn't speak

Philip's reply

We did try to contact you but heard nothing from you, Danny.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice on my personal pension to ensure it was in the right place and invested wisely.

How has Philip Hanley helped you?

Philip reviewed my pension and happily reported that it was invested with a good company and the funds were good - there was no reason to switch pension providers. There was no charge for this advice.

Have you seen the outcome you were hoping for?

I am more than happy with this outcome.

What could they have done better?

Nothing.

Philip's reply

Thank you, Linda, hope we can help in the future. Philip

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Redundancy payment

How has Philip Hanley helped you?

Philip has advised on investment.

Have you seen the outcome you were hoping for?

Yes I am with the progress.

What could they have done better?

Nothing I am more than happy with the service.

Philip's reply

Thanks, Chris, Philip

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Philip was recommended to me many years when my previous financial adviser retired.

How has Philip Hanley helped you?

Philip has taken the trouble to understand not just my circumstances but also what was important to me generally and my attitude to my finances. He was helpful when I had low finances so he was the obvious person to trust when I received an inheritance. My recent review was with one of his colleagues who has the same qualities I found in Philip. I know I can contact their office at any time, even with the most basic question, and feel comfortable doing that.

Have you seen the outcome you were hoping for?

I have seen the outcome I was expecting to see.

What could they have done better?

Nothing. I am completely satisfied with the service I receive.

Philip's reply

Thanks so much, Rosie

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Philip

Information on various financial aspects discussed in a manner that I understood. Philip treated me with a holistic approach and guided me on several interesting issues. Thank you Kendra for your support

Philip's reply

Thank you, Gaye.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My wife was employed by Eagle Star /Zurich

How has Philip Hanley helped you?

Immensely as we are not au fait with money investment etc

Have you seen the outcome you were hoping for?

In the main considering the economic situation in the last 20 years

What could they have done better?

No idea apart from taking over the Treasury/ Chancellors office!!

Philip's reply

Thanks, Ken and Marjory.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We wanted advice on investments and pensions.

How has Philip Hanley helped you?

Friendly and always sound advice.

Have you seen the outcome you were hoping for?

We have definitely benefitted from all the advice given.

What could they have done better?

Nothing.

Philip's reply

Thanks, Ros

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Philip

Really enjoyed 'meeting' with Philip online. Very thorough, extremely knowledgable and personable. However, the efficiency with which he handled my financial queries and subsequently solved them, was outstanding. Follow-up emails extremely helpful as a summary and reminder of plans going forward. Would highly recommend.

Philip's reply

Thanks, Steve, look forward to working with you.

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Philip

I can highly recommend Philip Hanley, who provided me with clear and comprehensive pension advice in particular, as well as assisting me with some more general finance decision making, all with a personalised and kind approach.

Philip's reply

Thank you, Elinor

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Philip

The initial experience with Philip has been very positive from the start, with no obligation to sign-up despite the considerable effort he put in on my behalf. I willingly chose to signup in anticipation that the relationship will continue to grow in this vein.

Philip's reply

Thank you, John.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Philip

It was helpful and he was a cool dude

Philip's reply

Thanks, Brandon, and good luck for the future.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Need to manage multiple pension funds and plan for retirement

How has Philip Hanley helped you?

Sorted out my pension situation. Advised on additional savings requirements.

Have you seen the outcome you were hoping for?

Yes. I retired early.

What could they have done better?

Nothing comes to mind

Philip's reply

Thank you!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needing advice with financial planning and pensions.

How has Philip Hanley helped you?

Giving advice with the above over many years - now giving advice on inheritance planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as we are concerned.

Philip's reply

Many thanks!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Proposed building work and plenty advice on long term planning for my continued old age!

How has Philip Hanley helped you?

Philip lays out clearly the points I was worried about and doesn’t confuse me with too much technicalities. Also, importantly, I never feel small worries are too insignificant to bother with

Have you seen the outcome you were hoping for?

Yes, confidence that all that can be done will be done and I appreciate the understanding shown regarding my concerns surrounding my financial future.

What could they have done better?

Never having experienced a lack in attention or care in service I can’t add anything.

Philip's reply

Thank you!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I wanted to know how I could manage my income in taking early retirement.

How has Philip Hanley helped you?

Philip has helped by investing my money to provide a regular income.

Have you seen the outcome you were hoping for?

Yes, I was able to retire early.

What could they have done better?

In my opinion there was nothing which could have been done better.

Philip's reply

Thank you, Helen!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I received a settlement after my late husband's death as he had Mesothelioma.

How has Philip Hanley helped you?

I feel that my investments are in safe hands.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Philip's reply

Thank you!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Many years ago I wanted to plan for an earlier retirement and set up an AVC

How has Philip Hanley helped you?

Philip helped me with the AVC; he helped me plan for retirement and helped me invest my lump sum on retirement.

Have you seen the outcome you were hoping for?

Yes. The AVC has proved valuable and Philip’s advice about investments have worked out well, considering the recent turbulent years.

What could they have done better?

Nothing I can think of.

Philip's reply

Thank you!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

A legacy following my mother’s death.

How has Philip Hanley helped you?

My money has been carefully invested according to my needs, which also provides me with some income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Very pleased with the service I receive.

Philip's reply

Thank you, Glenda!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Going self employed

How has Philip Hanley helped you?

Excellent consistent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think they have handled my business well over 15 years and continue to do so.

Philip's reply

Many thanks, Tony. Philip

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Philip

Philip and his team have carried out an assessment of my current pension situation and provided excellent advice. I will not hesitate in using Philip again for future financial advice.

Philip's reply

Thanks, Jon, much appreciated, hope we can help in the future.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Transfer and management of savings and stocks/shares.

How has Philip Hanley helped you?

Philip provided clear advice of the options available and proceeded to manage our chosen course of action.

Have you seen the outcome you were hoping for?

Yes, certainly.

What could they have done better?

We're very happy with the work that Philip has done for us.

Philip's reply

Thank you, Paul

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To consolidate pensions, invest savings more wisely and plan for early retirement.

How has Philip Hanley helped you?

Philip helped me to better understand investment risks and benefits, the platforms and products available for effective investing and the implications of early retirement.

Have you seen the outcome you were hoping for?

Yes, absolutely. My savings are invested in a diverse range of portfolios and my wife and I managed to retire early (aged 55) as we had hoped.

Philip's reply

Thanks, Mick!

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Philip

Philip recently helped me with some queries regarding IHT and gifting. He took the time to fully understand my situation and was able to give very pragmatic advice that answered all of my questions. The bewildering tax rules in this area have become much clearer thanks to Philip's extensive knowledge and the patient manner in which he was able to take me through the practical considerations in this area. Based on my experience I would have no hesitation using Philip again or recommending his services to others.

Philip's reply

Many thanks, Paul, hope we can help in the future.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Redundancy for both of us

How has Philip Hanley helped you?

Philip has been our advisor for around 30 years and has always given first class professional advice that fitted our circumstances, some of which have changed dramatically. He has a wealth (excuse the pun)of knowledge and expertise to suit all clients whatever the current financial climate.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, am extremely happy with the service.

Philip's reply

Thanks so much!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I first met Philip after a retirement event arranged through my NHS employer when I was in my early 50s. He was recommended by the person giving the seminar on retirement and inheritance planning. After sorting our wills we we referred on to Philip for financial advice.

How has Philip Hanley helped you?

Philip has been advising my wife and I for many years regarding investment and savings. He has seen us both safely through retirement with sensible and safe advice regarding investments before retirement and subsequently.

Have you seen the outcome you were hoping for?

Philips advice has always been sound and sensible.

What could they have done better?

No issues with anything he has done for us

Philip's reply

Thank you, Tony!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

The need for professional advice.

How has Philip Hanley helped you?

Listened, understood our preferences and requirements and given friendly advice to achieve our aims.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Philip's reply

Thank you, that's lovely.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Philip since 1992 and have always found his advice and counselling to be prompt, fair, sympathetic and above all, very sound.

How has Philip Hanley helped you?

Philip has guided me through the progression of my career, redundancy and retirement.

Have you seen the outcome you were hoping for?

Yes, totally and completely.

What could they have done better?

Can't think of any improvement.

Philip's reply

Thanks Chris, much appreciated.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Philip

I have known Philip for a number of years and have always found him to be knowledgeable, efficient and interested in me as an individual. I will always be happy to trust his advice regarding my finances

Philip's reply

Thank you, Maggie, glad I could help.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Philip

We are so pleased that we found Philip! Philip was extremely easy to talk to, was informative, insightful and professional, and provided sensible, logical advice.

Philip's reply

Thanks, Helen, look forward to having you as a client

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Philip

Philip immediately put us at ease given that neither of us had been in a position to need the services of a financial adviser before. He listened fully to what we had thought of as regards a pathway for future financial plans and then went through these in a very methodical manner before suggesting several alternatives and the pros and cons of each compared with what we ourselves had suggested which gave us great food for thought and several options that we were previously unaware of. Thanks to Philip we now have an immediate plan of action and look forward to using his services again.

Philip's reply

Thanks, Dave, hope we can help.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

That was so long ago I can't remember

How has Philip Hanley helped you?

His advice has been sound but the main help is derived from the peace of mind of knowing that one is being advised by someone you feel you can trust

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Philip's reply

Thanks, Los, much appreciated.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My pensions were all over the place!

How has Philip Hanley helped you?

Philip has made the world of pensions so much easier!

Have you seen the outcome you were hoping for?

All my pensions are now in one place and working!

What could they have done better?

Nothing could have been done better.

Philip's reply

Thank you!!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed help in planning for future

How has Philip Hanley helped you?

He’s given sound advice for about 22 years on pension and financial planning to be tax efficient.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Ages ago when I was a first time house buyer and the idea of saving money was very daunting

How has Philip Hanley helped you?

He has helped me save successfully save and manage my money so I maintain a good balance of spending and saving.

Have you seen the outcome you were hoping for?

yes, we are on track to pay off our mortgage and have some spending money

What could they have done better?

Phillip is always available to speak to if needed so not much needed to improve there

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Review Meeting

How has Philip Hanley helped you?

Advised on various options

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Philip

Very quick turnaround from my initial query to being on the phone with someone, to being on the phone with Philip. We went through a nice holistic fact find to find out what my financial landscape looked like, what I'd like it to be, and why. Due to having a somewhat bespoke financial situation, we left the call with a sensible plan to reconnect later this year, however chatting to Philip was still valuable as he was able to advise on current assets! I was particularly impressed that Philip had done some preliminary research on me and my workplace via LinkedIn, etc. as that really is relevant to my financial circumstances. Impressed so far with the service I've experienced from everyone at Philip James FS!

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Transfer of defined benefits pension

How has Philip Hanley helped you?

Lots of help and set me up with an advisor that deals with this type of transfer

Have you seen the outcome you were hoping for?

No , but this was due to the timing of the transfer. Due to interest rate changes it was not the best time for this and I received the best option for my future.

What could they have done better?

Nothing . Fantastic help and lovely to deal with . Genuinely caring for my financial future.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Poor previous adviser.

How has Philip Hanley helped you?

Sensible risk rating and investment in appropriate funds

Have you seen the outcome you were hoping for?

Reasonable in current climate

What could they have done better?

Perhaps I should have suggested highest risk investments?

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Philip

Clear and concise advice

Philip's reply

Thank you, Amanda!

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to move my pension to a company from which I could eventually draw down.

How has Philip Hanley helped you?

Philip looked at my entire portfolio and circumstances and then advised.

Have you seen the outcome you were hoping for?

Not entirely yet due to world issued out of our control.

What could they have done better?

Nothing. I'm perfectly happy with the advise and service I receive /d.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I was beneficiary to a partners death in service policy.

How has Philip Hanley helped you?

Philip has provided me with excellent advice & support during the 12 plus years that I have known him.

Have you seen the outcome you were hoping for?

More so than I ever anticipated.

What could they have done better?

Nothing.

Philip's reply

Thanks so much, Chris.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We have used Philip for a number of years and he hlped us to sort out our pensions.

How has Philip Hanley helped you?

Pensions and investment and savings advice.

Have you seen the outcome you were hoping for?

Absolutely, his expertise in this area is second to none.

What could they have done better?

Nothing.

Philip's reply

Thanks for the great review, Stuart, much appreciated

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Initially we thought a professional would be better able to advise on our money matters. We have received financial guidance for over 30 years through many stages of personal change.

How has Philip Hanley helped you?

He has given us guidance over the years with recommending secure investments and savings and he has helped us with the planning of year by year affordable outgoings.

Have you seen the outcome you were hoping for?

To have the opportunity to discuss our finances in detail has been an invaluable help

What could they have done better?

Nothing comes to mind as we have always had excellent communication and advice

Philip's reply

Thanks, Mike!

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Philip

Really kind and knowledgable man

Philip's reply

Thanks, and good luck, Mollie.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

When I retired from teaching I invested a lump sum with Teacher's Assurance. Upon reaching its tenth anniversary I withdrew it in order to protect its accrued value. What I needed was a trusted, independent adviser who could help me make further investments for the future.

How has Philip Hanley helped you?

Philip listened carefully to what I had done previously with my investment and acquainted himself fully with my financial circumstances. He clarified my attitude towards the level of risk that I was prepared to take and then suggested a portfolio and plan that could help me achieve my goals.

Have you seen the outcome you were hoping for?

This is my first year and my expectations were realistic about what I could expect. There have been global and domestic political issues which have had a detrimental effect upon investments but it looks to me as though we are still on the best path. If it transpires that we need to make changes over the next year then we have the right mechanism to do so. I am looking longer term rather than quick fix.

What could they have done better?

I cannot fault Philip. He is a very good communicator and keeps in touch. He employs carefully chosen investment experts who are also good communicators; they regularly keep us all updated about the markets and their investment strategies. Philip is a very good listener and takes great trouble to understand his client's needs and how he can best help them.

Philip's reply

Thanks, Chris, much appreciated

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I have been with Philip for many years

How has Philip Hanley helped you?

He has helped and advised re my investments for many years

Have you seen the outcome you were hoping for?

Yes I have seen the outcome taking into account the volatility of the market.

Philip's reply

Many thanks, Ian.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Philip

Philip was friendly, approachable and gave me clear informtaion. I would not hesitate to recommend him for advice.

Philip's reply

Thank you, Sophie

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To plan my retirement

How has Philip Hanley helped you?

Advising on pensions and savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Philip's reply

Thanks, Nick!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was planning on retiring from my main work and starting out as a freelancer.

How has Philip Hanley helped you?

Philip is practical, insightful and has helped me make ethical investments and keep track of them. I feel I am becoming more financially savvy with his help!

Have you seen the outcome you were hoping for?

I am happy with the returns and am confident that in the longer term I am making good decisions - with Philip's help e.g. about regular saving.

What could they have done better?

Nothing - I am totally happy with how it is going.

Philip's reply

Thanks, Cathy!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My previous financial adviser retired.

How has Philip Hanley helped you?

By advising me with my pension and investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

Philip's reply

Thank you, Paul.

Review from verified client

January, 2023

Overall

Advice

Value

Service

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to move my capital to a local financial adviser

How has Philip Hanley helped you?

He is familiar with my circumstances and able to advise the best course of action

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Not aware of anything

Philip's reply

Thank you, Penelope.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Philip

I contacted Philip regarding my pension and was provided with very helpful advice on what my next steps should be.

Philip's reply

Many thanks, Tej, hope we'll be able to help you.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Pension and investment advice

How has Philip Hanley helped you?

Hopefully the right investing

Have you seen the outcome you were hoping for?

At present yes

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I was one myself and Phillip took over my clients.

How has Philip Hanley helped you?

Iy is easy to get out of date with changing rules and reg.s and I rely on Phillip in this area

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot.

Philip's reply

Thank you, Harry, for the five stars!

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Philip

Phillip provided helpful guidance for our situation

Philip's reply

Many thanks, Paul

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Philip

Professional and very good advice. Listened to our needs and very willing to answer questions.

Philip's reply

Thank you, Daiva, do hope we can help you.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I had some savings that I needed to put somewhere long term to help in retirement

How has Philip Hanley helped you?

He has continually given solid advice on where to put my money in a very friendly but businesslike manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I don’t think

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

The need for one

How has Philip Hanley helped you?

Safe hands

Have you seen the outcome you were hoping for?

yes

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Philip

A very pleasant first metting with Philip

Philip's reply

Thanks, Martin

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement; investment advice

How has Philip Hanley helped you?

Investment advice..

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can't think of anything.

Philip's reply

Thank you, Rosemary, much appreciated.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Managing finance due to planned early retirement.

How has Philip Hanley helped you?

He has helped us pull all of our finances together and get the best out of our investments.

Have you seen the outcome you were hoping for?

Yes. We have comfortable, stress free lives regarding our finances.

What could they have done better?

Nothing really. We are 100% happy.

Philip's reply

Thanks, Martin! Philip

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

When I retired with a modest lump sum, we wanted professional advice.

How has Philip Hanley helped you?

Philip immediately understood our situation and family circumstances, gave us a variety of alternatives and guided us to the best course of action for us.

Have you seen the outcome you were hoping for?

We have been completely satisfied that the outcomes are as good, if not better, than we hoped for.

What could they have done better?

Nothing

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

To manage my pensions and savings

How has Philip Hanley helped you?

Guiding me on the above

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Change to personal circumstances

How has Philip Hanley helped you?

Providing good advice on how to invest my money and the most tax efficient ways to benefit my personal situation. Planning for my retirement

Have you seen the outcome you were hoping for?

I have been very pleased with my investments so far

What could they have done better?

Nothing at this time

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Years ago, it was for guidance on early married life and financial planning, probably before Philip was a Financial Adviser... We wanted to change from our previous adviser, and found Philip.

How has Philip Hanley helped you?

Philip has a fantastic ability to explain what are to us complex investment matters with clarity and in ordinary English. He is patient, and focused. We are confident that what we decide is based on a good understanding of the situation in hand.

Have you seen the outcome you were hoping for?

Yes. The portfolio we have reflects our ethical and risk profiles.

What could they have done better?

There is nothing that comes to mind.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Previous one retired

How has Philip Hanley helped you?

Local, friendly, approachable, professional, and inspires confidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Philip

Extremely helpful and reassuring with regards to my financial situation.. I would highly recommend Philip Hanley. Thank you for your service. Sue Hastings

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

receipt of additional funds

How has Philip Hanley helped you?

offering financial advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Philip, has been our adviser for almost 10 years. I sought his advice when I was working as a hospital consultant in the NHS and my wife was an NHS GP. He reviewed our financial positions and made a number of very useful recommendations.

How has Philip Hanley helped you?

We have subsequently retired (5 years ago) and have found his advice wise and our investments secure despite the recent turmoil with Covid and then war in Ukraine.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot see what could have been done better. We are comfortable and secure and in a position to help our children when needed financially

Philip's reply

Many thanks, Tony, have really enjoyed working with you.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needed help and advice with personal financial matters.

How has Philip Hanley helped you?

He has helped and advised us.

Have you seen the outcome you were hoping for?

Yes, we have always been happy with his service.

What could they have done better?

Nothing

Philip's reply

Thanks very much!

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We have known Philip for a number of years since taking our son to school where we met and became family friends. On learning of Philip's occupation he was a natural and trustworthy choice for us as an adviser. Since then Philip has continued to give consistently honest and quality advice regarding the handling of family investments and inheritance. The choice we made is borne-out by the consistently good performance of our investments.

How has Philip Hanley helped you?

Philip has helped us understand the right mode of investment for our situation, understanding the risk profile and choice of suitable investments. HE has also helped us understand the complex minefield of financial investments and to ensure that our portfolio matches our needs.

Have you seen the outcome you were hoping for?

I am generally pleased with the performance of my investments, although recent market fluctuations have an impact on how that might be realised. For the future, I believe my portfolio to be in good stead.

What could they have done better?

Service is quite good, although as Philip continues to grow his business, it's inevitable that his time is spread more thinly between clients - perhaps it has been a bit longer between our regular meetings than might be prudent.

Philip's reply

Thanks, Chris. Note your comments, and will make sure we don't miss a year again, pandemics permitting...

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Philip

Philip was helpful, fair and honest in judgement, not forcing on me what was inappropriate, but explaining clearly what his firm can offer.

Philip's reply

Many thanks, Nigel, much appreciated.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Philip

Very clear and helpful

Philip's reply

Thank you, Hazel, hope to be able to help you.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

For management of small inheritance and planning for child's school fees.

How has Philip Hanley helped you?

Excellent patient advice and understanding.

Have you seen the outcome you were hoping for?

Yes.

Philip's reply

Thanks, Sarah!

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement

How has Philip Hanley helped you?

He has managed our investments which have increased in value over time and slso given us s monthly income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that i can think of.

Philip's reply

Many thanks, Dave.

Review from verified client

May, 2022

Overall

Service

Advice

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Wanting advice prior to retirement

How has Philip Hanley helped you?

Gives good advice is clear and concise-without being 'pushy '. From past experience this has not been the and has made me very wary of financial advisors.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To date I am very happy

Philip's reply

Thanks, Cath!

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I wanted advice on how best to consolidate our pensions and invest our savings more wisely. In addition, we wanted to investigate whether or not we were financially able to take early retirement at the age of 55.

How has Philip Hanley helped you?

Philip did a thorough review of our financial situation, helped us to determine our risk tolerance and guided us through the process of consolidating our pensions and investing our savings. He also explained the situation regarding early retirement and gave us the confidence to realise we were financially able to do so.

Have you seen the outcome you were hoping for?

Yes, our savings are now invested in diverse portfolios, our pensions have been consolidated and my wife and I have taken early retirement.

What could they have done better?

All of our initial dealings with Philip were during the Covid pandemic and at a time when global markets were extremely volatile. With this in mind, I don't think Philip and the team could have done any more than they did to help us.

Philip's reply

Thank you, Mick.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Philip

Philip was very easy to chat to, explained things in a simple and clear way, and made us feel we had plenty of time / could ask all the questions we needed to at this stage.

Philip's reply

Thanks, Caroline, hope to be able to help you.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Have worked with PH for approx six years after we realised that financial advice would be advantageous.

How has Philip Hanley helped you?

To understand where best to invest our savings based on our attitude to risk.

Have you seen the outcome you were hoping for?

Obviously the stock market hasn't been at its best recently, but we have seen our money grow over a period of years.

Philip's reply

Many thanks, Richard

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an adviser?

I had received some money through inheritance and wanted to invest it wisely.

How has Philip Hanley helped you?

Very clear and sound financial advice. He also urged me and my wife to complete Lasting Powers of Attorney, also very good advice.

Have you seen the outcome you were hoping for?

Yes. Investments have shown steady growth in difficult times.

What could they have done better?

Nothing.

Philip's reply

Many thanks, David.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Annual review

How has Philip Hanley helped you?

Review of performance of existing investments

Have you seen the outcome you were hoping for?

Yes, everything on track

What could they have done better?

Nothing

Philip's reply

Many thanks, Chris.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Looking to invest

How has Philip Hanley helped you?

Very helpful indeed

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks very much, Pat.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has Philip Hanley helped you?

Clear advice and support with practical aspects of investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Philip's reply

Thank you. Ah.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I first met Philip for advice many years ago when I had very little money but wanted to be wise with it. Later I asked his advice when making a decision which would reduce my income. I never forgot his advice then when he had nothing to gain so kept in touch over the years and when I had an inheritance last year I knew he was the right person to advise me.

How has Philip Hanley helped you?

Philip explained my options in a way that I could understand and I felt that he understood what was important to me as an individual in making decisions. I could completely be myself talking to Philip and he gave me all the time I needed. It has been exactly the same in today's annual review.

Have you seen the outcome you were hoping for?

The outcome has been what I was expecting at this stage in the investments.

What could they have done better?

Nothing - I am totally satisfied.

Philip's reply

Thank you so much, Rosie.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

No comment.

How has Philip Hanley helped you?

No comment.

Have you seen the outcome you were hoping for?

No comment.

What could they have done better?

No comment.

Philip's reply

Thanks, David, hopefully that means you're happy?

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

A sum of money to invest

How has Philip Hanley helped you?

Philip has given stirling advice over the past 25years plus and has increased my savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Philip's reply

Thank you, Sheila, much appreciated.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money to invest.

How has Philip Hanley helped you?

By explaining everything clearly and being empathetic to my situation.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Philip's reply

Thank you, Stephanie.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice over 25 years ago

How has Philip Hanley helped you?

Philip has given stirling advice in the 25years plus that I have known him. His investment advice has been sound and profitable. All 3 of my daughters have taken advice from him over pensions and mortgages .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

A significant sum had been inherited

How has Philip Hanley helped you?

He found the ethical type of investments we preferred and was able to set up an ISA wrapper for managing these.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We're very happy with the current situation

Philip's reply

Thank you, both.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Pensions tax relief calculation

How has Philip Hanley helped you?

Hi kindly gave me a call to discuss and confirmed that my tax relief calculation was correct.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you, Faraz, do ask your accountant to reconfirm.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Advice on financial decisions and the need to establish the situation regarding a collection of different pension pots that had accumulated over my working life.

How has Philip Hanley helped you?

Assessed my pension pots to provide an accurate picture of my financial situation. Then provided financial planning advice on savings, investments and retirement options.

Have you seen the outcome you were hoping for?

Yes. Good, safe investment growth that enabled me retire early.

What could they have done better?

Nothing I can think of at the moment.

Philip's reply

Many thanks, Andy.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Retirement planning from late 1980s

How has Philip Hanley helped you?

Investing retirement lump sums for tax-free income.

Have you seen the outcome you were hoping for?

The markets fluctuate, but generally good.

What could they have done better?

Do not have the financial knowledge to answer.

Philip's reply

Thanks, John.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I have accumulated multiple pensions from several companies over the years and want to ensure I am making the best decisions when planning for my retirement.

How has Philip Hanley helped you?

Takes time and listen and understand my needs and attitudes to risk v growth etc. Gives great advice based on many years of experience as well as an up to date understanding of today's market.

Have you seen the outcome you were hoping for?

Yes, I have a good helicopter view of my pension pots and feel reassured that I am making the right decisions.

What could they have done better?

nothing

Philip's reply

Many thanks, Nic.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

12 years ago my partner died & I was beneficiary of his death in service insurance. Philip guided me through options available to me & helped me to invest.

How has Philip Hanley helped you?

Year after year Philip has been someone on whom I can rely on & trust.

Have you seen the outcome you were hoping for?

Yes, I am now retired & reaping the rewards of my investments.

What could they have done better?

Nothing.

Philip's reply

Thanks so much, Chris.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

So long ago I can't remember but he advised my late mother too

How has Philip Hanley helped you?

Sensible suggestions for investments

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you, Melinda.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Retirement mainly

How has Philip Hanley helped you?

Planning how best to invest retirement invome

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing .Phil is always well prepared and listens to your point if view.

Philip's reply

Thanks, Veron!

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Valuation of Investments and looking to make a withdrawal

How has Philip Hanley helped you?

Advice on which investments to use to provide funds

Have you seen the outcome you were hoping for?

Yes. Will also consider consolidating some other savings into balanced investment

What could they have done better?

Would be nice to meet up but Zoom worked well. Philip has always offered excellent service

Philip's reply

Thanks, Mike.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Having retired I needed advice on how to invest my pension payout.

How has Philip Hanley helped you?

He gave me very helpful advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think they could have done any better.

Philip's reply

Thanks so much, Chris.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Philip's for over 5 years now, I had several pensions from different companies and needed help as to what was the best way to gain the most benefit from them

How has Philip Hanley helped you?

Philip carefully looked at all our incomes/outgoings etc, and decided with us that it would be best to consolidate all my previous pensions into one account This was all done by his company, very smoothly and quickly with out me having to worry We have a yearly review and Philip explains in great detail as to how the funds have performed and also asks if there is anything else he can help with

Have you seen the outcome you were hoping for?

We have seen good returns on our investment and are pleased with the performance so far

What could they have done better?

Don't think they can, but there always easily contactable if required

Philip's reply

Thanks so much, Martin.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To make the most of our money when interest rates are so low.

How has Philip Hanley helped you?

Discussed the risk elements and options.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks, David.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Inherited money

How has Philip Hanley helped you?

Found reliable investments which have performed well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Philip's reply

Thanks, David.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Philip

Professional and courteous

Philip's reply

Many thanks, Nick.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement was nearing and I needed to clarify my position.

How has Philip Hanley helped you?

Through using his extensive knowledge and very approachable manner he smoothed the way and condensed my pensions to simply and my portfolio.

Have you seen the outcome you were hoping for?

Yes, we have achieved all we set out to do.

What could they have done better?

Nothing in the present financial climate

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I’ve been a client of Philip’s for a while. I looked for advice as was changing direction in my work and drawing my pension.

How has Philip Hanley helped you?

He is at all times friendly, open and clear. I was especially pleased to be able to have a portfolio of ethical investments.

Have you seen the outcome you were hoping for?

Yes - very pleased.

What could they have done better?

Not given my chosen level of risk and the economic climate.

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Philip

Spoke with a colleague of his. Contacted quickly and very informative and easy to understand. Excellent!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was encouraged by my parent's, very early in my working life to put money aside towards my retirement.

How has Philip Hanley helped you?

Philip helped to arrange these investments over the years up to and including my retirement.

Have you seen the outcome you were hoping for?

Yes, we are now living comfortably due to the advice given over the years

What could they have done better?

I have no answer for this.

Philip's reply

Thanks very much, John

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

A change of country and marital status. First time in charge of my life I wanted advice and but found myself in confused and uncertain until a friend recommended Phi Philip

How has Philip Hanley helped you?

Philip listened and laid out my finances in a way that i understood. He understood how muddled I was and in clearing away all the fog gave me a clear picture.

Have you seen the outcome you were hoping for?

Yes, on one side Now have more confidence that my finances were going to be well looked after and on the other side he was encouraging and helpful I my private life

What could they have done better?

Only that I could wish I had found him sooner

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I had changed countries and marital status I was also for the first time in charge of my life and coping with my child and all that entails I was very unhappy with my initial choice and was confused and disappointed with with lack of proper advice

How has Philip Hanley helped you?

He took time and patience , listening to all my doubts, however trivial. He laid out all my options so that I could know-exactly my financial holdings .

Have you seen the outcome you were hoping for?

Philip is very good at encouragement and explaining future options..He makes certain that I understand exactly my sum totals and I am confident that I feel in control

What could they have done better?

Only that I did not find him sooner

Philip's reply

Thanks so much, Dorothy.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Inheritance due to parents deaths

How has Philip Hanley helped you?

By putting the money in the correct place for my benefit

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothings

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I had retired and needed to ensure my pension fund was well managed.

How has Philip Hanley helped you?

Philip gave me sound advice as to appropriate risk and and saved me money by moving my fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Philip's reply

That's great, thanks, Peter.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Inexperience in investing funds for ourselves

How has Philip Hanley helped you?

Philip is easily approachable and answers questions simply and clearly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Philip's reply

Thank you so much, Vicki.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Philip

Very easy and comfortable to talk to. I hope that Philip will be able to guide me through the pension maze!

Philip's reply

Thanks, Denise, hope to be able to help you.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Pensions and ISA's

How has Philip Hanley helped you?

Steered me in the right direction

Have you seen the outcome you were hoping for?

At present, yes.

Philip's reply

Many thanks, Nick

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Philip

Philip made contact very promptly and gave me a very helpful overview of what I could do to invest my capital. He was able to answer some questions that I had already which enabled me to get a clear perspective of what was possible.

Philip's reply

Many thanks, Chris, look forward to helping you as a client.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I required investment advice after my mother passed away.

How has Philip Hanley helped you?

Philip set up an investment portfolio for me.

Have you seen the outcome you were hoping for?

Yes, absolutely. I've been very happy with the performance of my investments and never have any hesitation in trusting Philip's advice.

What could they have done better?

Nothing I can think of!

Philip's reply

Thanks, Becci!

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To invest and manage my finances

How has Philip Hanley helped you?

He gave me investment options and advice. He has helped to increase my finances for my retirement. Philip has also given advice for long term management of my finances

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

So far I am pleased with everything that has been done

Philip's reply

Many thanks, Claire.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Long term financial planning and saving

How has Philip Hanley helped you?

IFA for a number off years providing wide range of financial advice

Have you seen the outcome you were hoping for?

Yes happy with position and outlook

What could they have done better?

Maybe, but I am comforable with outcomes and risk profile.

Philip's reply

Thanks, Louis.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum on retirement

How has Philip Hanley helped you?

Invested lump sum and other savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Philip's reply

Thank you, Joan.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

retirement

How has Philip Hanley helped you?

sound comprehensible advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

no idea

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Becoming a widow and inheriting our estate.

How has Philip Hanley helped you?

In some reinvestment and general money management.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think I would want to change my financial arrangements.

Philip's reply

Thank you, Barbara.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Philip

My conversation with Sian MacInnes at Philip James was most helpful and informative. She is very knowledgeable, honest and easy to talk to. When I next seek financial advice I will certainly use this firm.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Annual review

How has Philip Hanley helped you?

In every way. Great advice as always

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Philip's reply

Thanks so much, Ros, much appreciated. Philip

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I received a leaving allowance from a previous job and wanted advice on how to invest it.

How has Philip Hanley helped you?

Philip explained my options clearly and created a portfolio of investments that fit with my values and my attitude to risk.

Have you seen the outcome you were hoping for?

Yes I've been very happy with the outcome.

Philip's reply

Thanks, Greg, much appreciated.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

unhappy with previous adviser

How has Philip Hanley helped you?

setting up a portfolio that works

Have you seen the outcome you were hoping for?

yes

What could they have done better?

don't know

Philip's reply

Many thanks, Tony.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Help with planning for the future .

How has Philip Hanley helped you?

Philip was very helpful to me ,explaining why I should and shouldn’t do certain actions regarding my future financial planning , and making my finances work in the most efficient way.

Have you seen the outcome you were hoping for?

Yes I feel very happy and secure with the financial outcome

What could they have done better?

Make more money ( joke ). No I feel things have worked very well.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Annual Review

How has Philip Hanley helped you?

Didn't object to an ancient client requesting something in the Adventurous portfolio!!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not A Lot

Philip's reply

All about me. Thanks, Harry.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

I required an adviser for my pensions and my parents have used Philip for many years.

How has Philip Hanley helped you?

He amalgamated all pensions for me and gave me good solid advise on markets and what was best for you investments.

Have you seen the outcome you were hoping for?

Yes. Investments are growing nicely !

What could they have done better?

I doubt it. I am very happy with what is in place and it’s plan for the future.

Philip's reply

Thank you, Andrew.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

To assist with financial planning in getting the best return .

How has Philip Hanley helped you?

Over the years amalgamated pension pots into one account, moderate risk investment for existing ISA, both resulting in good growth. More recently inheritance advised and planning.

Have you seen the outcome you were hoping for?

Yes and more so.

What could they have done better?

Philip provides a high quality service and I feel very confident in his recommendations. He is an expert in his field and has a nice sense of humour..

Philip's reply

That's lovely, thank you, Heather.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed to manage my money to ensure it would be sufficient in retirement

How has Philip Hanley helped you?

Excellent advice. Able to explain investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, he is brilliant.

Philip's reply

Thank you, Helen!

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

On my own I needed help years ago on where to safely put my savings

How has Philip Hanley helped you?

He has advised consistently over the years on where to put my money

Have you seen the outcome you were hoping for?

Yes don’t think he could have done any better!

Philip's reply

Thanks, Pippa!

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Pensions and mortgage.

How has Philip Hanley helped you?

Great advice on Interest Only Mortgages followed by Pensions and Invesment advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

When I retired I needed advice to invest my pension and was given Phillip's name.

How has Philip Hanley helped you?

I am very happy with the advice and the continuing results that Philip's advice has provided.

Have you seen the outcome you were hoping for?

I have seen better results than I thought I would have.

What could they have done better?

I don't think he could have done anything more.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

An inheritance when my mother died in 2012.

How has Philip Hanley helped you?

Philip carried out a thorough review of my financial circumstances, and advised me accordingly. All my questions and concerns were listened to, and taken into account. We agreed my risk definition, which was definitely right for me, and this has continued to this day. I did not have anyone else to advise me, and Philip's recommendations and investments have given me total peace of mind in regard to my income and investments.

Have you seen the outcome you were hoping for?

Completely. The outcome is more than I could have foreseen or hoped for. I have regular meetings with Philip to discuss finances, and know that I can contact him at any time for advice, and that I will receive a reply within a day. I couldn't be happier with the situation.

What could they have done better?

Nothing. Philip provides a high quality, personal service.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

When I retired in 2009 Phil Hanley arranged my pension and investment options.

Have you seen the outcome you were hoping for?

Yes I am very happy with the results.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Philip

Excellent advice tailored to my situation, both current and future plans. Friendly and a pleasure to deal with.

Philip's reply

Thank you, do hope we can help you.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement.

How has Philip Hanley helped you?

He gave all the advice necessary to enable me to take early retirement.

Have you seen the outcome you were hoping for?

Yes, I am happily retired.

What could they have done better?

Nothing

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We approached Philip for advice on how best to manage early retirement.

How has Philip Hanley helped you?

Philip was excellent when it came to assessing our circumstances and explaining our options for retirement.

Have you seen the outcome you were hoping for?

Yes, happy enjoying early retirement.

What could they have done better?

No, everything has been handled very well.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

Philip has been looking after my finances for 9 years. I trust him and recommend Philip unconditionally.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not qualified to say

Philip's reply

Thank you, Rosemary.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Philip

Gave friendly useful information and helped us in our decision making.

Philip's reply

Many thanks, Stephen, hope to hear from you.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I wanted to make the most of my savings and inheritance money.

How has Philip Hanley helped you?

I have been a client of Philip’s for about 20 years. He has advised me about AVC, retirement planning and investing my lump sum, savings and inheritance. He has always been most helpful, explaining everything and giving me good advice. On a personal level he is friendly, caring and interested.

Have you seen the outcome you were hoping for?

Yes.

Philip's reply

Thank you, Linda!

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

This was an annual review as part of an ongoing service provided by Philip who is helping me with financial planning including pensions and ISAs.

How has Philip Hanley helped you?

excellent annual review with solid advice as to next steps to consider in light of upcoming significant changes to my circumstances.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. Brilliant service; brilliant advice and always an absolute pleasure to speak with.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We had enough money to persuade us to look for an IFA to provide good advice.

How has Philip Hanley helped you?

He consolidated various bits and pieces of pensions and invested them productively for us. He has also advised on ethical and medium-risk investments, and, the dip in the market at the beginning of the pandemic apart, our investments have consistently grown.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We're not aware of anything. Explanation and communication are always prompt and efficient.

Philip's reply

Many thanks, Richard

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Philip

Very friendly and helpful and explained things in a way that was easy to understand

Philip's reply

Thank you, Emma, hope to hear from you.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Cardiff

What were the circumstances that caused you to initially look for an adviser?

Philip has provided financial advise to myself and my family for decades.

How has Philip Hanley helped you?

Philip has helped myself and my partner with our financial matters, buying a house, in our savings and investments. Philip is always honest and willing to help wherever possible. He has a great team who are friendly, helpful and great at what they do.

Have you seen the outcome you were hoping for?

Yes, we are kept regularly informed about our savings and investments and our questions are always answered.

What could they have done better?

N/A

Philip's reply

Thanks, Emma.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Philips for nearly 3 years now and his advice has been carefully thought through and sensible. My portfolio is in good shape and seems to have sailed the choppy waters of the pandemic successfully.

How has Philip Hanley helped you?

As well as managing my ISA and my pension I also asked Philip to help me look at a couple of old company pension schemes and if I should transfer. Again specialist advice was given and a joint decision was made.

Have you seen the outcome you were hoping for?

So far so good - not taking my pension just yet but I am happy with its performance and all advice given.

What could they have done better?

Nothing really.

Philip's reply

Thanks so much, Alison.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Philip

Provided all information I needed wet inheritance taxation as part of free introductory chat.

Philip's reply

Thanks, Matthew, hope to hear from you.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

Gave me great guidance.

Have you seen the outcome you were hoping for?

Yes, though Covid was a negative factor.

What could they have done better?

Nothing

Philip's reply

Thanks, Nick.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Wanted advice on how to prepare for early retirement

How has Philip Hanley helped you?

Sorted out pensions and advised on more tax efficient ways of managing savings

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks, Neil.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We needed to get advice on our pensions a couple of years ago.

How has Philip Hanley helped you?

Gave fantastic sound professional advice.

Have you seen the outcome you were hoping for?

Definitely. Through his advice we have managed to do a number of things, which we didn't think would be possible a few years ago.

What could they have done better?

Not much to be honest. Philip is always there at the end of a phone!

Philip's reply

Thanks, Stuart!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

He went through the details of our retirement plans very thoroughly and made a set of excellent suggestions. He has set us up with a good well-managed wrapper, and has continued in contact with advice and explanations. We are very satisfied.

Have you seen the outcome you were hoping for?

Yes, very much so.

Philip's reply

Thank you, Anthony.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Philip has advised me consistently for 25 years, starting with school fee plan

How has Philip Hanley helped you?

As above and more when I sold my business and retired

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Philip's reply

Thanks, Mike.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I cannot recall when we started with Philip but I think more than 10 years ago. I was in my early 50's and an NHS consultant. After attending a hospital seminar on retirement planning Philip was recommended.

How has Philip Hanley helped you?

We have taken advice from Philip for more than 5 years. His advice and approach have been excellent with clarity about how best to invest for our retirement. When we retired 3 years ago we discussed options and the advice given has proved excellent with stability and growth in our investments. Philip is knowledgeable and personable and his advice has been right for both my wife and I. We both feel our investments are in a secure and sensible place. He keeps in touch regularly and meets us annually to discuss progress and to check if there has been any change in our circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Philip's reply

Many thanks, Tony.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Inheritance and retirement

How has Philip Hanley helped you?

Recommending investments to suit my personal circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perfectly satisfied

Philip's reply

That's great, thanks, Brian.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needing advice on investments and pensions more years ago than I can remember.

How has Philip Hanley helped you?

Giving financial advice.

Have you seen the outcome you were hoping for?

Yes, Philip has been very helpful over many years.

What could they have done better?

Nothing

Philip's reply

Thank you!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

receipt of a legacy

How has Philip Hanley helped you?

philip hanley gave advice as to how to invest the legacy

Have you seen the outcome you were hoping for?

yes

What could they have done better?

i don't know

Philip's reply

Thanks, Alison.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Wanting to invest in long term savings for a pension pot.

How has Philip Hanley helped you?

Philip gave us sound and clear advice and our investments are doing well.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing that I can think of.

Philip's reply

Thanks, Alex!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to find a local adviser when moving my investments from a London bank

How has Philip Hanley helped you?

By advising me as to the best plan for me taking into account my circumstances and my expectations as to income from the investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not aware of anything

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Philip

A good introductory call

Philip's reply

It was my colleague, John Butterworth, who contacted you, Symon, will pass on your kind words to him.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was interested in trying to increase my monthly income by cashing in my M & G INVESTMENTS : Stocks & Shares ISA and for the same reason. Having retired, i needing to increase the monthly amount paid into my current account from my AVIVA Policy and yet leaving a lump sum of money should I need to call on it at some later date.

How has Philip Hanley helped you?

Philip Hanley, helped in a number of ways and having been recommended to me, it was a great comfort and bonus to find he lived virtually on my doorstep, in the same village. Was approachable and not at all overpowering. enormously encouraging

Have you seen the outcome you were hoping for?

Yes thank you

What could they have done better?

It was exactly what I required at the time.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

annual review

How has Philip Hanley helped you?

clarification regarding pension fund benefits clarification regarding chargeable gains liability plus on track re-assurance

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Philip

We spoke with one of the Philip Hanley advisors and she was fantastic - really approachable, put us at ease and clearly explained things. If we proceed with financial advice we will definitely be going with her.

Philip's reply

Thanks, Jess, will pass your comments to Sian.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Annual review

How has Philip Hanley helped you?

Clear update and explanation of alternatives

Have you seen the outcome you were hoping for?

Yes, investment performance good, no action required

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We were not sure that we could afford to retire on our own and works pension provision 5years before our state pensions were due, so we asked for help.

How has Philip Hanley helped you?

He said we could afford it, and invested our funds accordingly. The 5 years have passed without (much) drama! Our state pensions are due shortly.

Have you seen the outcome you were hoping for?

Yes. We have enjoyed 5 years of extra retirement, with sufficient income, including drawdown.

What could they have done better?

Nothing really.

Philip's reply

Thanks, Andy!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

The company I worked for were going through a periodic review, and employment wasn't guaranteed. I thought it important to receive proper, sensible advice on how to plan for the future.

How has Philip Hanley helped you?

Philip has guided me through investing and planning for the future, and later through redundancy and retirement.

Have you seen the outcome you were hoping for?

Yes, I am satisfied and content with my finances at present.

What could they have done better?

I have no quarrel with anything that Philip has advised and how he has conducted our business

Philip's reply

Thanks, Chris.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

We were looking for advice on our pension.

How has Philip Hanley helped you?

He gave us very good advice on how to invest our savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He did everything we asked him to. So difficult to improve on that.

Philip's reply

Thanks, Monica, much appreciated.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Philip

Philip recommended a colleague of his Sian MacInnes who called me and was most helpful and informative, then followed up the call with an email. Great service

Philip's reply

Thanks, Siobhan, will pass on your lovely comments to Sian. Philip

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I first met Philip about 10 years ago shortly after my partner died. My partner had left me some money & I had no idea how to best invest it. I chose Philip from a list of approved FA’s.

How has Philip Hanley helped you?

Philip advised what options I had in very easy to understand language. I did ask a lot of questions that I am sure gave the impression that I am a bit dim but Philip was very patient and eventually I felt informed enough to choose an option.

Have you seen the outcome you were hoping for?

After meeting up with Philip every year to review my investment which have performed very well at the beginning of this year I found myself redundant and panicking! Philip was very reassuring and when we met we formulated a plan to consolidate my pensions and invest my redundancy package. I am now happily retired with a comfortable pension thanks to Philip’s advice.

What could they have done better?

No improvement needed.

Philip's reply

What a lovely review, thanks so much, Chris.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I received a settlement.

How has Philip Hanley helped you?

He was very empathetic to my circumstances and made me comfortable with the advice I was given.

Have you seen the outcome you were hoping for?

Yes.

Philip's reply

Many thanks, Stephanie

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Divorce settlement advice and the need for competent trusted advice.

How has Philip Hanley helped you?

Making sure I understood all the complexities of advice and always being on hand to clarify any uncertainties.

Have you seen the outcome you were hoping for?

Definitely, my portfolio remains steady even in these chaotic and confusing times, helping me remain confident and knowing questions asked will be answered clearly and promptly

What could they have done better?

Personally I have always been happy with the outcome of our meetings and I know that the quality of his advice would remain the same regardless of portfolio size. I am confident that whatever the media chaos all that can be done to successfully maintain my funds will be done

Philip's reply

Thanks so much, Dorothy.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We were in business when we first met P. Hanley and needed help

How has Philip Hanley helped you?

Advised on helping with retirement pensions and inheritance advice

Have you seen the outcome you were hoping for?

Yes, We think every thing has turned out alright especially as things are in the country now

What could they have done better?

I do not think any one could have done any better, than what P.Handley has done, we wanted to be secure in old age and we are and will be

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Had a small inheritance and also needed to start a new pension following a change of job.

How has Philip Hanley helped you?

Discussed my needs and set up the appropriate accounts.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Investment of Pension Fund.

How has Philip Hanley helped you?

Philip went through all the options in detail, giving written details to study. He did not pressure us in any way and we came to our own decision as to the final details and risk factor. Philip was friendly and extremely knowledgeable. He explained things in detail and clearly. We also have access to details of our investment on the clients website where we can download documents relating to our plans, which is very useful. Philip also issues a weekly news email where he comments on current events happening and also goes into more detail of other finance related issues that may be of interest.

Have you seen the outcome you were hoping for?

Yes. Exceeded expecations.

What could they have done better?

Totally happy with all aspects.

Philip's reply

Thanks to you both.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Looking to make withdrawal from investment

How has Philip Hanley helped you?

Advice on when best and how to make withdrawal

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There really isn’t anything I can think of that could be better. Always gives us the best service

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Philip

Philip had clearly researched our current situation carefully and made useful and constructive suggestions for us to follow up. We really appreciated his relaxed yet assured style.

Philip's reply

Many thanks, Malcolm, look forward to working with you.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Philip

Philip was very thorough. If I need further financial advice I will certainly consider his service. Thank you.

Philip's reply

Thanks, Paul, hope we can help at some time.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

early retirement and advice and good recomendation

How has Philip Hanley helped you?

sorted pensions and investment

Have you seen the outcome you were hoping for?

yes

What could they have done better?

very helpful and explained every thing and how pension would be invested to get best results for me, could not have done much better.

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Philip

It was San. She was brilliant. Friendly clear and not at all bamboozling which we were nervous about. Thank you Sian !.

Philip's reply

Have passed your comments on to Sian, many thanks, Jen.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Assorted savings accounts and ISAs not really growing.

How has Philip Hanley helped you?

Identified a bank account with sufficient interest to house emergency money. Discussed our attitude to risk and recommended an ISA based investment portfolio.

Have you seen the outcome you were hoping for?

Not really due to the down turn during the pandemic. Not Philips fault. That said it looks like losses were minimal.

What could they have done better?

Nothing really.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Needed to make decision on how to manage my pension fund

How has Philip Hanley helped you?

Philip explained how Drawdown work versus Annuities.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

This was an annual review meeting

How has Philip Hanley helped you?

Updated me on my pension fund, discussed fund performance, made investment suggestions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I became old! The importance of safeguarding the financial stability of myself and wife into old age. A realisation that the financial world has many pitfalls for the unwary. Wanting to spend more time doing enjoyable and useful things, eg hobbies.

How has Philip Hanley helped you?

By investigating my somewhat tangled financial affairs and advising how to put them into a more manageable and safer shape.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Nothing! He fully understands his business, has a warm, personal approach to solving our problems, is readily available.

Review from verified client

August, 2020

Overall

Service

Value

Advice

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Advice on insurance trusts. Uninvested SIPP funds

How has Philip Hanley helped you?

Fully explained and helped set up insurance trusts Advised re SIPP investment

Have you seen the outcome you were hoping for?

Trusts in place Investments in place although not growing as yet due to pandemic.

What could they have done better?

Probably not

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I’m looking at a change in the pattern of my working life - drawing my pension and going freelance.

How has Philip Hanley helped you?

Philip was practical, clear and no-nonsense in his advice. He explains everything clearly and with humour.

Have you seen the outcome you were hoping for?

Yes - I feel his advice in the past and more recently has meant my money is working for me and I understand all the options.

What could they have done better?

I sometimes needed a bit more technical knowledge from him eg reminder of how an ISA works etc.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Originally to review my Pension Fund holdings, which were scattered across a number of providers. Subsequently I looked to Philip to advise on general investments

How has Philip Hanley helped you?

By amalgamating my Pension Funds and advising on the best provider to suit my circumstances

Have you seen the outcome you were hoping for?

Within the context of the wider investment landscape, yes.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Need to sort out my financial affairs on my retirement and my mother's death

How has Philip Hanley helped you?

Advice on investments and retirement income, both for myself and as a trustee.

Have you seen the outcome you were hoping for?

Yes, so far.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Someone with knowledge of pensions

How has Philip Hanley helped you?

Suggestion the best options

Have you seen the outcome you were hoping for?

So far

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I had used the Co-operative Bank but then Philip was recommended.

How has Philip Hanley helped you?

Philip is helpful and knowledgeable. He is happy to explain anything. He is always available if I have a question. I cannot recommend him highly enough.

Have you seen the outcome you were hoping for?

Better than I had hoped.

What could they have done better?

Not a thing.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We needed advice when deciding what to do with our private pensions

How has Philip Hanley helped you?

He helped us find the best way to invest our money without it being too complicated and also allowing us access to some money if needed without incurring penalties

Have you seen the outcome you were hoping for?

Yes, obviously the current situation has seen a slight drop of investments but happy with things

What could they have done better?

Phillip always talks through things in "plain english" so it never feels too difficult to understand, so could not do any better than he already does

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

He dealt with all our issues very efficiently.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are totally satisfied

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Retirement lump sum investment advice needed

How has Philip Hanley helped you?

Friendly competent advice tailored to our needs

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

General investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Sum of money acquired due to personal injury

How has Philip Hanley helped you?

Invest sustainable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Shame we are not physically closer but that was a choice we made

Philip's reply

Many thanks, Kevin, much appreciated.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Initially to consolidate pensions from different companys

How has Philip Hanley helped you?

By putting them altogether so as to maximise best growth for my upcoming retirement

Have you seen the outcome you were hoping for?

Yes, Funds have grown well, despite the crash in March 20 - the value is now nearly back to where it was

What could they have done better?

Nothing

Philip's reply

Many thanks, Martin.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Initially combining several pensions into one pot

How has Philip Hanley helped you?

By moving them to one company for best returns - As now moved a % of the pot to drawdown so I can reduce the number of days/week I work, whilst leaving the bulk to grow in value

Have you seen the outcome you were hoping for?

Yes, Pension as grown since combining my pensions, despite the big drop in March 20, this is now starting to recover

What could they have done better?

Nothing

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

needed advice re pension schemes

How has Philip Hanley helped you?

advised me on what options I had

Have you seen the outcome you were hoping for?

yes

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

Philip arranged my annuity explaining everything step by step. Very pleased with the outcome some 12 years later.

Have you seen the outcome you were hoping for?

Yes, without a doubt.

What could they have done better?

My wife and I cannot fault Philip. Very professional. Very business like. Very knowledgeable. I would have no hesitation in recommending him to anyone who wants financial advice.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Previous adviser retired

How has Philip Hanley helped you?

General advice on setting up and managing my pension funds

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Starting my own business 11 years ago.

How has Philip Hanley helped you?

Set up my own personal pension and sorted out 30 years of neglect.

Have you seen the outcome you were hoping for?

Yes - great advice and service.

What could they have done better?

Philip is highly responsive and diligent in tracking his recommendations. He always meets me annually and works through all the topics regarding investments, risk levels and balance of earnings thoroughly. I have been quietly impressed with Philip each passing year for 11 years.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Trustee of a personal accident fund

How has Philip Hanley helped you?

Patient listening, and good management of the fund

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing better

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to make sure my disposable income was invested in a way that was flexible and in line with my approach to risk.

How has Philip Hanley helped you?

We discussed a range of options for the medium and longer term. This is reviewed on a regular basis to ensure the investments still meet my needs - as life changes - with new jobs etc.

Have you seen the outcome you were hoping for?

Absolutely. In these challenging times, Phil helps me to remain calm and focused on the longer term.

What could they have done better?

I really couldn’t ask for anything more and now we can meet remotely too this is such a flexible approach. Everything is explained in detail and followed up in writing.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Reaching an age where I am within 10 yrs of retirement I wanted to ensure my money was working hard for me as I was seeing my pension value slipping. Also needed advise on investments

How has Philip Hanley helped you?

He very clearly provided options available, ways to maximise tax benefits. Very clear in describing different levels of risk attached to each option to ensure I understood & was happy with my choices.

Have you seen the outcome you were hoping for?

Having only been a client for a year , long term outcomes are unclear. Certainly things were moving in the right direction until Covid19.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

When we retired

How has Philip Hanley helped you?

Philip’s advice was & has been invaluable, trustworthy and totally suited to our modest amount of money

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing in fact he is an excellent ambassador for your industry.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Financial investment advice following an inheritance.

How has Philip Hanley helped you?

In all aspects of planning, investing in stocks and shares.

Have you seen the outcome you were hoping for?

So far.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has Philip Hanley helped you?

Sound advice. Chose investment to suit my need and situation.

Have you seen the outcome you were hoping for?

Yes, overall

What could they have done better?

Nothing, all fine.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Sale of property in Chelsea, London

How has Philip Hanley helped you?

I was keen on ethical investments. Philip helped me with these and in fact tells me that even though the market has dropped the ethical investments he made on my behalf have increased during the present pandemic.

Have you seen the outcome you were hoping for?

Two things have impressed: 1. All my investments are now in ISA's so I don't need to pay any tax 2. He has made me £20,000 in the year whereas I thought because of the pandemic I had lost money! So I am very pleased with the outcome - thank you Philip

What could they have done better?

The reason I have used Philip is due to a recommendation from another client of his. Sadly I cannot fault him so can offer no useful constructive suggestions to better his performance. I have however recommended him to friends and will continue to do so.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Inheriting some investments from a family member.

How has Philip Hanley helped you?

Philip efficiently dealt with the tricky business of transferring the investments and wishing to covert them to ethical investments, he gave advice and facilitated this. He also gave some advice regarding a company pension.

Have you seen the outcome you were hoping for?

Yes, Philip has set up and is managing the investments.

What could they have done better?

Nothing, very happy with all aspects.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

When I retired I wanted to invest some of my pension pot for an income but I am not a great risk taker.

How has Philip Hanley helped you?

Phillip advised me where to invest and took all the stress out of it.

Have you seen the outcome you were hoping for?

We have seen a slight increase in what we have invested.

What could they have done better?

In my opinion absolutely nothing he talked us through everything and made sure we were happy with what we did and understood everything.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed help to plan my retirement investments and wanted to know I was making sensible decisions.

How has Philip Hanley helped you?

Philip talked through all the options with me and my husband and explained everything clearly. The paperwork was dealt with quickly and efficiently, and I was kept informed throughout, and continue to receive regular updates. But what sets Philip apart is that he stays in touch - his emails to clients during the Covid19 pandemic explaining the impact on investments were very welcome and reassuring, and demonstrated to me Philip's commitment to his clients above and beyond what one might normally expect. Most importantly this makes me feel confident that my financial management is in safe hands.

Have you seen the outcome you were hoping for?

Absolutely, and indeed far better than expected, even during globally turbulent times.

What could they have done better?

It is really hard to think of anything that Philip could do better. I found the True Potential app a little tricky to use to start with, but Donna explained its idiosyncrasies to me and now I am happy to use it.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

An inheritance, and a retirement lump sum.

How has Philip Hanley helped you?

He advised me how best to invest my funds, which would also me me a monthly income. He also advised a ‘cautious’ approach to investing funds.

Have you seen the outcome you were hoping for?

Yes, I couldn’t be happier. Philip is totally reliable, approachable, friendly and courteous. I wouldn’t have had any idea how to invest my savings or how to receive an income from them. It gives me peace of mind and confidence that my money is safe in his hands.

What could they have done better?

Nothing.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Consolidation of 3 pension plans

How has Philip Hanley helped you?

Consolidation and investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Vale of Glamorgan

What were the circumstances that caused you to initially look for an adviser?

Originally I wanted pensions advice; since retirement the advice has been about investments and savings.

How has Philip Hanley helped you?

We discussed my current situation and the most appropriate way forward for me.

Have you seen the outcome you were hoping for?

Yes I have from the original discussions, pre-retirement; also, investment and savings advice post- retirement,

What could they have done better?

Phil has a pleasant manner, he listens, discusses and advises.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Vale of Glamorgan

What were the circumstances that caused you to initially look for an adviser?

Initally, financial advice was needed upon retirement.

How has Philip Hanley helped you?

My existing adviser soon followed me into retirement and, as Philip had already been providing valuable advice to my wife, I became his client and have been very pleased with his recommendations .

Have you seen the outcome you were hoping for?

Subject to the vicissitudes of equity markets, I have been pleased with the returns.

What could they have done better?

Absolutely nothing. Philip is friendly, analytical, informative and clear in his recommendations.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Philip Hanley has been my financial adviser for a great number of years. I initially sought his advice regarding a mortgage.

How has Philip Hanley helped you?

Philip has helped with sourcing mortgages, pensions and life insurance for me over the years. He has always provided sound advice and a range of options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing negative to report on him at all.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I had money that needed wise investment

How has Philip Hanley helped you?

Providing relevant information in an accessible and friendly way.

Have you seen the outcome you were hoping for?

Ongoing

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Philip Hanley helped you?

Presenting all the viable options and working through which would be best for me

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

?

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Had been saving for a number of years within the normal banking system, decided to look into what I could do to make my money work better.

How has Philip Hanley helped you?

Some very sound/ honest advice right from the start, gave me some very good options and explained how they could work for me, but gave myself the ultimate choice.

Have you seen the outcome you were hoping for?

Started very well and could see the benefits on how well they could work, however the pandemic set in and things have turned. However some reassuring advice from Philip in how the markets will pick up again.

What could they have done better?

So far I have been with Philip only 1 year and have been satisfied with the level of service.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

My husband and I used to reside in Suffolk where we had a financial adviser but in 2005 we moved to Deddington in North Oxfordshire so wanted an financial adviser who lived not far from us. I then looked on the Internet and saw Philip Hanley's details and, having made contact, he then came out to visit us.

How has Philip Hanley helped you?

Philip Hanley outlined his services and costs, advice process, analysis and recommendations at the first initial meeting. He listened carefully to what we wanted and suggested implementing his recommendations which have been useful. Mr Hanley is keen to offer regular updates, to keep us informed of progress, also ensuring all necessary documents are provided. Mr Hanley confirms all actions taken on our behalf in writing.

Have you seen the outcome you were hoping for?

Yes - Mr Hanley has been helpful in explaining attitudes to investment risk in jargon that we can understand. Also he had outlined in great detail "why he suggested such a provider" listing the pros and cons and making sure we were happy with that provider, which we have been.

What could they have done better?

This is a tricky one. The only thing that comes to mind is if we could have a more up-to-date Portfolio Valuation regularly even if just once a year as the last one was 3 years ago. Having said that, I have do have access to getting into our Portfolio Investments but the paper copy is much more detailed. Finally to say Mr Hanley is a friendly and helpful financial adviser and I would recommend him.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

moving my pension

How has Philip Hanley helped you?

he advised me how to invest my pension

Have you seen the outcome you were hoping for?

yes at first but not so good now but these are trying times

What could they have done better?

nothing better

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

my previous advisor retired.

How has Philip Hanley helped you?

Philip reassessed and reinvested some of my funds as i requested.

Have you seen the outcome you were hoping for?

yes certainly - pre Covid19 - things were going swimmingly - and it has been super to have Philip on hand to advise and reassure during these turbulent times.

What could they have done better?

nothing - i am very happy. he has been very accessible both via email and in person. extremely clear, diligent and supportive. i can't recommend him highly enough.

Philip's reply

Thanks so much, Philippa, I'm blushing!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needed general advice on a number of matters

How has Philip Hanley helped you?

Philip was helpful in explaining details of investments already held and new ones made

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably nothing. Philip is personable and his office staff helpful and efficient

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Needed advice on my final pension scheme, on AVC and also on ISAS

How has Philip Hanley helped you?

Philip advised me on options available and on appropriate investments.

Have you seen the outcome you were hoping for?

Yes up to now

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I was about to retire and needed advice about what to do with my AVC funds and ISA’s then when I inherited some money about further investments

How has Philip Hanley helped you?

Philip advised me about a number of options and gave me help investing according to the risks acceptable to me

Have you seen the outcome you were hoping for?

Yes. Philip took care to ensure I was able to invest accordingly

What could they have done better?

Occasionally the various The various admin charges and handling fees can be confusing so setting these out more clearly to the layman could be useful

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

With our relentless march into old age, turning into very old age, we need someone we can trust to take careful charge of our resources.

How has Philip Hanley helped you?

By fully understanding our financial and personal circumstances he was able to redirect some of our investments into better channels in terms of our current and projected future needs taking into account family considerations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Philip's reply

Thank you, John.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

Retirement with an occupational pension and lump sum.

How has Philip Hanley helped you?

Assessed my risk appetite and set up an investment platform

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Philip's reply

Thanks, Nigel!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Peps and pensions

How has Philip Hanley helped you?

Provided recommendations

Have you seen the outcome you were hoping for?

Usually

What could they have done better?

Nothing really.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I needed advice with pensions and investments

How has Philip Hanley helped you?

He advised me on investment of pension lump sum / pension, and investments for monthly income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Philip has always given clear advice which we have always been satisfied with.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I received a lump sum when I retired and needed help

How has Philip Hanley helped you?

He went through all the options and level of risk with both me and my wife

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

I seriously can't think of anything Philip could have done better

Philip's reply

That's very kind, thanks so much.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

When I was working the company used a financial adviser which helped me, when he retired Phillip took over and he was always helpful and when I retired he was the one I turned to for guidance, since then he has always given me good advice in a very sincere and friendly way.

How has Philip Hanley helped you?

I believe I have covered this question above.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

I cannot think of any more he could have done.

Philip's reply

Thanks, Bob.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Self employed Aircraft Dealer since 1986

How has Philip Hanley helped you?

Consistently available, knowledgeable always of our circumstances, in positive contact and relevant.

Have you seen the outcome you were hoping for?

Broadly yes, the last ten years since the crash have not helped of course

What could they have done better?

Difficult to see what could have been done here..

Philip's reply

Thanks, Dion. Everything's easy with hindsight!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needed advice about saving.

How has Philip Hanley helped you?

He gave well balanced advice which related well to our saving strategy.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks very much, Ian.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was not happy with the financial advisers who "inherited" me as they were more interested inn getting me to change pension funds to increase their fees rather than as good advise. Philip was exactly the opposite; he reviewed my pension fund and concluded that it would be unwise to change it at that time

How has Philip Hanley helped you?

Philip was exactly the opposite to the financial advisers who "inherited" me; he reviewed my pension fund and concluded that it would be unwise to change it at that time

Have you seen the outcome you were hoping for?

Yes; Philip, in my opinion, gives throughly reliable advice.

What could they have done better?

I have been pleased with the outcome whenever we have met so I cannot think of an area which he could have done better

Philip's reply

Thanks, Sam. Will contact you re Anne's pensions.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We felt we needed help without financial assets.

How has Philip Hanley helped you?

Calm, clear-speaking, expert advice cheerfully delivered.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to know! We are happy.

Philip's reply

Thanks so much, Ruth.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

an inheritance from my family

How has Philip Hanley helped you?

he talked through the options available for investment, taking into account my current and future needs.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

there is nothing I can think of that my financial adviser could have done better.

Philip's reply

Many thanks, Alison.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Needing to have reliable advice on best use of assets

How has Philip Hanley helped you?

Prompt, courteous, calm, good at explaining, good advice. He has my confidence.

Have you seen the outcome you were hoping for?

Yes, so far

What could they have done better?

Nothing comes to mind

Philip's reply

Thanks so much, Cedric

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Long term planning for the future

How has Philip Hanley helped you?

Phillip help find the savings plan investments

Have you seen the outcome you were hoping for?

Excellent service, friendly and positive

What could they have done better?

We are very happy with Phillip and have recommended him to others.

Philip's reply

Thanks for the great review

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Hopeless at dealing with my finances myself. Need guidance.

How has Philip Hanley helped you?

Set up a portfolio of investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Initially pensions as savings.

How has Philip Hanley helped you?

He now advises on management of pensions and IHT

Have you seen the outcome you were hoping for?

Excellent pension pot values can’t say more

What could they have done better?

I’m afraid Philip does not need to do better He is very good

Philip's reply

Thanks, Stevie.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement from NHS & investing lump sum

How has Philip Hanley helped you?

Advice & investment of lump sum & sorted out other savings for me

Have you seen the outcome you were hoping for?

Tes

What could they have done better?

I cannot think of anything, as he did all I asked him to. I am impressed to the point I have recommended him to friends colleagues & family.

Philip's reply

Thanks, Sandra.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Draw down of pension fund

How has Philip Hanley helped you?

Took on a fairly complex multi fund draw down that had been turned down by a large company as too difficult.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No complaints. Professional and friendly service.

Philip's reply

Thank you, Clark.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

My old financial adviser was retiring and he sold his business to another - I did not like the new business at all - it was like dealing with insurance salesmen. So I looked for another adviser and luckily found Philip Hanley.

How has Philip Hanley helped you?

He helped me understand how my pensions and investment funds could work effectively and was very transparent on the costs of using his company - something that is important to me as I need to know how much I am paying for services.

Have you seen the outcome you were hoping for?

Yes - I needed specialist advice on a final salary pension I have and Philip introduced me to a third party who again was very clear about my options and gave what I believe to be good solid advice.

What could they have done better?

Nothing really that I can see - he answered all my questions clearly.

Philip's reply

Thanks for a lovely review, Alison.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Trustworthy and reliable

How has Philip Hanley helped you?

He is a very trustworthy, reliable and helpful Advisor. We are very grateful.

Have you seen the outcome you were hoping for?

Yes thanks

What could they have done better?

N/a

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

To protect our future financially & provide adequate income upon retirement.

How has Philip Hanley helped you?

Investment advice & ongoing support. Pension guidance & amalgamation of funds upon retirement.

Have you seen the outcome you were hoping for?

Completely. Very pleased with our retirement income.

What could they have done better?

I have full confidence in Philip and the advice given so I cannot think of anything that could have been done better. Philip has the knack of presenting what is a complex subject in simple terms & has proven over time that his advice is worthwhile.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Pembrokeshire

What were the circumstances that caused you to initially look for an adviser?

To get a regular income

How has Philip Hanley helped you?

He got me me a safe regular income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Keep their communications to more layman's English.

Philip's reply

Would love to make you happier, Denis!

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Impending retirement

How has Philip Hanley helped you?

Managed investments and transfer of funds

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Many thanks, Kevin

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Private pension and inheritance from parents.

How has Philip Hanley helped you?

Advised us on low risk investments for inherited money and transferred pension.

Have you seen the outcome you were hoping for?

Yes, we have a steady income from our investments which meets our needs.

Philip's reply

Many thanks, Anne.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

redundancy

How has Philip Hanley helped you?

Advised where to invest money for good balance of risk and return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could be more transparent regarding intternet contacts.

Philip's reply

Thanks for the review, Jon, could you clarify what you mean about internet contacts?

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Had some lump sums to invest from life assurance.

How has Philip Hanley helped you?

Set up PEPs, Bonds, TESSAs, ISAs, Investment Funds, SIPPs & Step-Down Pensions

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thanks, Hamish.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Needing help and advice with investments and pensions. We have been involved with Philip and his predecessors for over 30 years.

How has Philip Hanley helped you?

Giving good and helpful advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are happy with Philip just as he is and has been.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Annual "health check"

How has Philip Hanley helped you?

Discussion about ethical funds

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I decided I needed professional advice

How has Philip Hanley helped you?

Provided investment and & pension support to myself and my wife

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Many thanks, Allan, much appreciated. Kind regards, Philip

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Due to money left to myself after death of my parents.

How has Philip Hanley helped you?

He wisely told me how to make the most of this money . He was also a great help after the death of my husband, dealing with his savings to be passed to myself.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

I haven't really thought of anything regarding that.

Philip's reply

Thanks so much, Doreen, much appreciated.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Having retired I needed sound advice on managing my pension.

How has Philip Hanley helped you?

He gave good advice which led to a 50% reduction on my pension management fee.

Have you seen the outcome you were hoping for?

Yes things are going as we planned.

What could they have done better?

At the moment I have no suggestions as all is going well.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was self employed and not feeling very confident about dealing with the financial implications of that situation

How has Philip Hanley helped you?

He helped in many ways, which included securing health insurance for my first wife the day before she was diagnosed with terminal cancer.

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

He couldn't have done anything better he did everything perfectly

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Old one no longer available

How has Philip Hanley helped you?

Advice about ethicial investments

Have you seen the outcome you were hoping for?

yes

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Philip

Very clear and thorough, no jargon and upfront about costs.

Philip's reply

Many thanks, David, hope we can work with you in the future.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Investment of monies from both commutation and inheritance.

How has Philip Hanley helped you?

Philip gave advice and information as to what type of investments would best suit our needs.

Have you seen the outcome you were hoping for?

Yes, we've been very pleased with our investments.

What could they have done better?

Nothing I can think of.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

-

How has Philip Hanley helped you?

Philip offers us sound advise with our personal goals in mind.

Have you seen the outcome you were hoping for?

YES

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed help with my final salary pension and Philip gave me advice regarding transferring out of the scheme.

How has Philip Hanley helped you?

Philip put me in touch with another financial advisor who was a specialist in pension transfers.

Have you seen the outcome you were hoping for?

Yes I transferred out of the scheme and the outcome has been great, exceptional in fact!

What could they have done better?

Nothing, he's great at what he does.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To have specialist advice regarding my finances

How has Philip Hanley helped you?

He gave some helpful advice and I trusted him

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at present

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

the need to invest an inheritance

How has Philip Hanley helped you?

Philip hanley discussed with me the options for investment and savings and he gave clear, helpful and useful advice. he always spoke directly, with no attempt to persuade me of an idea.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Previous one retiring.

How has Philip Hanley helped you?

Refreshed our investment portfolio including the use of ethical funds.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I was going to retire

How has Philip Hanley helped you?

Advised how to make the most of my savings and pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I own a business. I was looking for a professional opinion on how minimize mu current tax liaibility, have short term saving strategy and build a pension pot that will be sufficient to cover my outgoing when I retire

How has Philip Hanley helped you?

He clearly explained the tax implications of different saving strategies, evaluated our attitude to risk. He made recommendations explaining the risk factors associated to the products he recommended

Have you seen the outcome you were hoping for?

After 3 years with Philip the outcome is positive

What could they have done better?

The set up fees are expensive, but you get what you pay for.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

My Pension Provider required me to use an IFA

How has Philip Hanley helped you?

Phil chose the funds in which I am invested and also my current pension provider

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest for my retirement

How has Philip Hanley helped you?

By recommending a range of investments with good capital growth potential.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

I have been/am totally satisfied with the service and advice I receive,

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Philip

Clear, helpful and professional

Philip's reply

Many thanks, Marc, look forward to working with you both. Philip

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My previous advisor was retiring.

How has Philip Hanley helped you?

He listened to what we wanted to do with our investments and made credible suggestions as to how to achieve this.

Have you seen the outcome you were hoping for?

Indeed. A good return from ethical funds. Excellent service whenever we needed it.

What could they have done better?

I can’t think of anything. But I do know that if there was something I wanted improved then Philip would always listen.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Had received advice from our bank but then with staff changes there was no consistency.

How has Philip Hanley helped you?

Reviewed investments and advised on different risk options. Also offered ethical investing.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Totally satisfied with his friendly professional approach.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

Planning to stop working and needed advice about my pensions and savings to get the income and backup I want.

How has Philip Hanley helped you?

Advised approach to take to gain an income and recommended a platform and funds to invest in.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of anything.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

The death of my previous one

How has Philip Hanley helped you?

Simplified my fortfolio by putting it in an envelope

Have you seen the outcome you were hoping for?

Yes, all much more straightforward

What could they have done better?

Possibly need more advice on life insurance

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

Retiring from the NHS and selling my home.

How has Philip Hanley helped you?

Firstly he gave me time, time to discuss and reflect - together we were able to think about how and where to invest and at what risk. He gave me good impartial advice and lots of information to enable me to make the decisions that felt right for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

When looking to transfer out of a company pension scheme we came across Philip's reviews and having initially met a couple of advisers we straight away felt that Philip was there to help and advise rather than just tick a box and move on to the next client.

How has Philip Hanley helped you?

Philip helped move our pensions across and set them up so they are able to provide for us as a family. We have also since moved further investments over to Philip as we felt the advice given was fair and met the criteria for investing.

Have you seen the outcome you were hoping for?

We are able to view our portfolio on-line and like all investments in the short term and current market conditions there are ups and downs, however we are happy with the performance we have seen in the short term.

What could they have done better?

We approached Philip knowing what we wanted to achieve and he has done everything to assist. No constructive feedback necessary.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Access to pension money at aged 60

How has Philip Hanley helped you?

Advised on combining 3 separate pensions and transferring funds from a company pension scheme to an investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Philip

Good so far

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Review of finances upon retirement

How has Philip Hanley helped you?

He helped by meeting with us, listening to our current finance investments and our income requirements for the future. He then prepared a report with suggestions based on our preferred risk assessment. He has continued to review investments annually.

Have you seen the outcome you were hoping for?

Exceeded expectations.

What could they have done better?

Can't think of anything

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Impending redundancy/retirement.

How has Philip Hanley helped you?

Advice on investments to provide a comfortable retirement.

Have you seen the outcome you were hoping for?

In view of the current economic climate I have been satisfied.

What could they have done better?

I do not feel Philip could have done anything more. He is always very approachable and supportive.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wigtownshire

What were the circumstances that caused you to initially look for an adviser?

Starting private pensions and needing life insurance.

How has Philip Hanley helped you?

Phil Hanley gave advice and assisted with setting up private pensions and life insurance for myself and spouse.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of. Phil has been financial advisor to my family for over 30 years and I trust his advice implicitly.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Philip took over my account from a previous (Allied Dunbar) adviser

How has Philip Hanley helped you?

Maintained pension and carried out transfer review at the appropriate time

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was concerned about my long term retirement plan and needed some good advice and some-one that would help me create a plan, stick to it and be tough on me to make me save the money!!

How has Philip Hanley helped you?

He spent time understanding my needs, my situation and then recommending what would be best for the long-term. He was recommended to me so I trusted his recommendations.

Have you seen the outcome you were hoping for?

Let's say I am doing it! but I am still quite a new client and my goal is long-term not short-term. But all looks positive and moving in the right direction.

What could they have done better?

Ensuring that he continues to give regular advice is always good and knowledge if things aren't going as planned. But I am expecting this at my yearly meeting.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needed to start a private pension but also had some savings I wanted to invest longer term.

How has Philip Hanley helped you?

Advised on options and set up the accounts once we'd agreed the right ones.

Have you seen the outcome you were hoping for?

Yes, although one 'pot' has not performed as well as I'd hoped, and we are now changing that.

What could they have done better?

Perhaps should be a little more assertive in making sure we meet, it got left rather a long time, this time. However, I was not concerned as nothing had really changed for me.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Lack of understanding of where to invest inherited money and sort out life insurance options

How has Philip Hanley helped you?

Carefully explain options and clear discussion of risk with long term investments. Advice on insurance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has done all I have asked of him very efficiently.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Guidance for my long-term planning including retirement

How has Philip Hanley helped you?

Good, sensible advice to my best advantage. Prompt reliable service. Philip has guided me through unexpected redundancy and later, retirement, both perfectly satisfactorily.

Have you seen the outcome you were hoping for?

Yes, I am confident of my income and the stability of longer term investments.

What could they have done better?

I am quite happy with Philip's service - no fault to find.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Pensions advice a investment planning require to maximise funds

How has Philip Hanley helped you?

By giving excellent advice, support and first class customer service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I am not very good at managing my cash and never seem to find the time to look for the best investments. I did not have any type of life insurance in place.

How has Philip Hanley helped you?

Philip recommended suitable insurance for me and my partner. He also sorted out an investment plan that suited both of us.

Have you seen the outcome you were hoping for?

I have seen a very positive outcome. Our money has grown and the investments that Philip has chosen for is has never left us feeling we are doing without.

What could they have done better?

Philip has been spot on with his judgement. I have been very happy with his help and guidance.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with the quality and quantity of advice received from the previous investment advisers. I had become their customer after my highly competent previous adviser had opted to retire and sell his business.

How has Philip Hanley helped you?

He was entirely methodical in getting me to establish overall objectives, think through acceptable levels of risk, consider alternatives and eventually agree a plan suitable for my needs.

Have you seen the outcome you were hoping for?

So far so good. And I am delighted with the access which I have.

What could they have done better?

Nothing in particular.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Ongoing

How has Philip Hanley helped you?

Annual review

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No room for improvement.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Moving from full time work into part time. Taking my occupational pension, and paying off the mortgage.

How has Philip Hanley helped you?

Helped me release the equity from a pension fund that I needed tax free to pay off the mortgage. Reinvested the remaining pension lump sum into a more advantageous fund. Helped me to see my priorities and move towards saving into an ISA

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm not aware of anything else that could have been done, better or not.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

On this occasion, a review of my retirement funds, clarification of my inheritance tax position, and general review.

How has Philip Hanley helped you?

Talked me through my retirement funds and performance, clarified my position on attitude to investment risk, and explained my IHT position and that no action was necessary.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Retirement from Allied Dunbar

How has Philip Hanley helped you?

Phil took on my ex-Allied Dunbar clients.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

My pension provision was a bit of a mess, with three different providers ongoing.

How has Philip Hanley helped you?

He helped me to consolidate my pension savings, and put them in a suitable fund with the level of risk I was comfortable with.

Have you seen the outcome you were hoping for?

Its been good so far.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Some years ago I had need of inheritance advice. Subsequently Philip has been very helpful in organizVisited my homeing my daughter's pension arrangements.

How has Philip Hanley helped you?

Visited my home and we discussed various options.

Have you seen the outcome you were hoping for?

So far yes.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Philip Hanley helped you?

Trying to maximise potential pension fund for retirement.

Have you seen the outcome you were hoping for?

Reasonably

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Philip

Not clear that hourly (rather than %) fees were not an option.

Philip's reply

Our website and terms of business do make it clear that we charge on the basis of a percentage of assets invested and do not offer the option of an hourly fee rate. We try to keep both our charges and the service we offer as straightforward as possible.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Retiring from full time work in NHS

How has Philip Hanley helped you?

Advice concerning lump sum from pension, how to invest this .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed to aggregate the multiple pension schemes I had accumulated over the course of my career.

How has Philip Hanley helped you?

Philip selected the schemes suitable for amalgamation, and transferred them into a single pension scheme within the True Potential platform.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

The only difficulty we've had is that my wife has had a bit of bother logging into the system. I think this is being dealt with.

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Philip

Philip comes across as a very personable person. Clearly knows his products as he knew my pension products straight away and stocks and shares. I guess all that comes down to many years experience. Very clear and precise questions, knew what he needed from myself, took notes and asked me if there was anything I could think of that he needed to know about etc. Gave me a couple of tips that I never thought of. I needed to have a fresh set of eyes look over my finances to see if there is a better or more profitable way of doing things ready for retirement. Philip gave me plenty to think about, and certainly came across as very knowledgeable and trust worthy.

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Philip

Philip was extremely helpful and very patient with us. We trusted him and his advice was excellent. In the end our family stepped in to help, but if they hadn't we would have continued with Philip.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest and needed advice

How has Philip Hanley helped you?

Philip provided excellent advice and a balanced view regarding investments

Have you seen the outcome you were hoping for?

I am very happy with the results of my invesyments

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Philip Hanley helped you?

Advises on an ongoing basis where to place funds, and organises all involved

Have you seen the outcome you were hoping for?

On going

What could they have done better?

I'm quick to misunderstand fee structures, so even more clarity there would help me personnally, but that's common with all such services.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

retirement

How has Philip Hanley helped you?

sorted pension details for me which was a great help at the time

Have you seen the outcome you were hoping for?

up and down like most things

What could they have done better?

I have known Phil since being in business for nearly 30 years and have always valued his judgement and straightforwardness.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Becoming self employed and needing to ensure retirement planning.

How has Philip Hanley helped you?

Advised on best pension options and moved finds to save us money.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Philip

Really great personalised advice and feedback from Philip and his colleague, John.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Mainly the need to consolidate various work pensions. Also for advice on investment of inheritance.

How has Philip Hanley helped you?

Rolled up pensions into an e-Sipp and advised on how best to invest other assets.

Have you seen the outcome you were hoping for?

Yes, all good so far.

What could they have done better?

Nothing springs to mind.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Following changes of personal circumstances we need to review our savings and investments

How has Philip Hanley helped you?

Gave us advice on how to simplify and consolidate our various smaller investments.

Have you seen the outcome you were hoping for?

We are happy that we will be able to manage our financial requirements more easily

What could they have done better?

We have known our financial adviser for many years and found him always easy and friendly to get on with. Sometimes it is a little bewildering to understand all the finer points regarding transfers, fund managing, consolidation etc but he took time to explain these things more clearly

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Occupational pension became available for action

How has Philip Hanley helped you?

He gave me advice on setting up SIP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think there is anything Philip could have done better. He explained the issues well but left me to make my own decisions without any pressure

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Jean was advised by her employer to seek advice when she retired from her job with the NHS

How has Philip Hanley helped you?

Helped set up investments and advised about which pension funds to invest in

Have you seen the outcome you were hoping for?

Yes - the investments have done well so far

What could they have done better?

I think the costs when transferring funds are a little excessive

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We needed advice about our finances???

How has Philip Hanley helped you?

As always Philip gave us sound advice and reassurance about our pensions and investments.

Have you seen the outcome you were hoping for?

No. Philip pointed out that we could better achieve the desired result in a way that did not deplete our invested savings. Very grateful for his wisdom.

What could they have done better?

Philip has already improved on our plans, and thereby saved us money.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money to invest and wanted advice on the best course of action.

How has Philip Hanley helped you?

He advised me to invest more in my pension as well as helping me set up an investment portfolio.

Have you seen the outcome you were hoping for?

Yes, the pension investment resulted in a tax saving.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Ethical investments.

How has Philip Hanley helped you?

Sound advice and recommendations.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Forward retirement planning and investment advice.

How has Philip Hanley helped you?

Provided clear advice on where to place lump sums to get good returns. Assisted with amalgamating pensions.

Have you seen the outcome you were hoping for?

Yescurrenly goes the extra mile

What could they have done better?

Currently Phillip goes the extra mile to assist at all times and happy with his service.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Advice on draw down of pension to release equity to assist our son’s first step into the property ladder.

How has Philip Hanley helped you?

Gave a clear unbiased picture of the pros and cons and suggested a choice of alternative solutions.

Have you seen the outcome you were hoping for?

Yes, based on Philip”s advice and my decision taken on this advice.

What could they have done better?

Philip is always available for questions to be asked and provides quick and helpful answers.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Philip Hanley helped you?

Set up our finances which are very moderate with courtesy, good advice and a proven record.

Have you seen the outcome you were hoping for?

Allowing for the “ ups and downs “ of the money market over the time Yes as far as Philips advice given

What could they have done better?

We cannot have been better advised .

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Savings planning

How has Philip Hanley helped you?

He Sorted out ISAs for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All fine, very happy with the service I have recommended.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was awarded a settlement for my late husband's claim for exposure to asbestos which led to his passing in 2017.

How has Philip Hanley helped you?

From the outset, Philip treated me with professionalism and guided me with his expertise. I was very nervous about receiving what, to me was a large sum of money in very emotional circumstances. However he was very sensitive and I felt reassured I had made the right decision in consulting him. It was one less thing for me to have to worry about and I am confident my money is in safe hands.

Have you seen the outcome you were hoping for?

It is early days yet but I have no worries.

What could they have done better?

In my situation I find it difficult to answer this - as far as I'm concerned Philip couldn't have done anything better.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Sold my flat in Chelsea, London to help fund my aunt's care in Cornwall in exchange for her cottage in Cornwall. I therefore had a fairly substantial amount to invest as I did not have a mortgage to pay off on the flat.

How has Philip Hanley helped you?

I wanted ethical investment only and fairly safe investments. I don't need to make a huge profit but just to keep up with inflation and this Philip has manged to do admirably over the last five years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am a novice with regard to investments but Philip comes to see me every year with a spread sheet of what he has achieved and I am content with the results - I do not think he could have done better given my remit to him.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I previously had a financial advisor who, unfortunately, failed to provide a return on the money invested so I approached Philip who had already furnished excellent advice to my wife.

How has Philip Hanley helped you?

Philip patiently took me through my options, explaining risk and matching advice to my objectives.

Have you seen the outcome you were hoping for?

I have been very pleased with the performance of my investments oversome difficult economic, financial and political times.

What could they have done better?

I don't think Philip could have improved his performance. He is in regular - but not overbearing - contact, is approachable, efficient and very competent.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and we needed advice on both my husband’s pension /savings / investments and my pension

How has Philip Hanley helped you?

Philip helped to set out a range of options in a clear and straightforward manner to help us to make the right decision. Philip is great at answering any questions and will make sure that you clearly understand everything

Have you seen the outcome you were hoping for?

Yes. Having made our initial decisions Philip has stayed alongside as things have changed, adjusting as needed.

What could they have done better?

Nothing. Philip has visited us outside of normal hours because we both work extended days. He has kept in touch to make sure we are happy with pur plan.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Numerous pension schemes collected from various employers left me with a baffling mess.

How has Philip Hanley helped you?

Philip consolidated my pensions and investments into one easy to manage platform, giving me a overview of my “total wealth” which I had never achieved previously.

Have you seen the outcome you were hoping for?

It’s a little early to tell, especially given the current financial situation, however I’m confident that my money is in safe hands.

What could they have done better?

Nothing springs to mind. I’m happy with Philip’s service.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed to save for my retirement and had no idea where I should put my money. He advised me

How has Philip Hanley helped you?

He advised me where to put my money so far yes

Have you seen the outcome you were hoping for?

So far yes. He is always available to give advice but never

What could they have done better?

Phil is always available to give advice but never pushes his ideas on me so I trust him. I have been with him for 23 years.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I wasn't looking. Philip Hanley has looked after the Financial affairs of my late Wife & I for 10+ years

How has Philip Hanley helped you?

He responded to a request to review my Financial situation following a steep drop in my investment returns

Have you seen the outcome you were hoping for?

Not yet, but that is down to the market fluctuation, sadly outside Philip's control. He gave me his usual excellent presentation, helpful advice and followed it up swiftly with r report on what was discussed and the conclusions reached.

What could they have done better?

I cannot think of anything. His advice and professionalism has been highly valued by us both.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

My wife fell ill about 3 years ago (Now fully recovered, thankfully) and it made us think about planning for the future and the possibility of retirement.

How has Philip Hanley helped you?

He helped us sort all of our pensions and investments and made things a lot clearer for us.

Have you seen the outcome you were hoping for?

Yes, I am now retired and looking forward to the rest of my life!

What could they have done better?

Nothing I can think of.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

A change in personal circumstances led me to question if I could retire early and enjoy life.

How has Philip Hanley helped you?

Philip has been great. He has helped me in all aspects of pensions and so how to get the most from savings.

Have you seen the outcome you were hoping for?

Yes, Philip’s advice has helped with my goal of early retirement and I am now enjoying myself!

What could they have done better?

I am very happy with the service Philip has provided and cannot think of anything that could have been done better.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement and long term investment

How has Philip Hanley helped you?

Sensible advice, clearly given

Have you seen the outcome you were hoping for?

yes

What could they have done better?

If there were any issues, I would feel quite comfortable discussing them with Philip.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Philip Handley advised my Mother with investment of my father's estate. He then advised me with my mortgage,insurance before and after divorce and lately my pension planning. He now advises my children with their financial needs.

How has Philip Hanley helped you?

Whenever I have had a review of mortgage or insurances by other companies they have never been able to recommend an alternative that would better that given by Philip. I always have 100% confidence that Philip is really knowledgeable about the advice he gives and I regard him as a thoroughly trustworthy and ethical advisor. His advice has stood the test of time.

Have you seen the outcome you were hoping for?

Yes I am fully protected and am able to ask for support and access his help at any time.

What could they have done better?

I have no suggestions.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and needed advise.

How has Philip Hanley helped you?

Clarification of the options available, and ensuring a longer term plan was considered.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Self employed and little knowledge of how best to save mindfully for our retirement and plan for such a time.

How has Philip Hanley helped you?

Helped bring all our savings together and invest them for the long term. Helped me track down a pension from a previous employer and suggest the best use of utilising this amount of money.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I have honestly been completely happy with Philip's advice. He has been there when we've needed advice and in the background when we haven't. He is not at all pushy, over attentive or forever changing details of our investments which suits us fine giving us every confidence in his abilities.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

To assist with financial planning and management

How has Philip Hanley helped you?

Efficient, personal service, tailored exactly to our needs

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

There is nothing we would change about Philip's service we have been dealing with him for years and we have absolutely no complaints

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest money for my future retirement. After retiring I wanted to invest my lump sum to give me an income

How has Philip Hanley helped you?

Philip set up an AVC After retiring, he created an investment portfolio.

Have you seen the outcome you were hoping for?

Yes. He ensured that I get an income to top up my occupational pension.

What could they have done better?

What Philip has done for me is what I wanted.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

The need for a professional’s help.

How has Philip Hanley helped you?

He looked at our situation and gave us advise on our best options.

Have you seen the outcome you were hoping for?

Yes. Very pleased.

What could they have done better?

You cannot improve on a service that meets all of your needs conducted in your own home with a warm and friendly advisor.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Required financial advice about pensions and ISAs

How has Philip Hanley helped you?

Talked through our attitude to risk, our aspirations and suggested suitable products.

Have you seen the outcome you were hoping for?

Very happy with the outcome

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To help with investments on retiring.

How has Philip Hanley helped you?

With pensions and investment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Philip Hanley helped you?

He is very personable, and we were able to establish an excellent relationship. He fully understand my needs and anxieties, gave me sound advice which matched my needs. I feel very fortunate to have such an excellent financial adviser.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Trying to get better rate on my investments.

How has Philip Hanley helped you?

He rationalised the portfolio.

Have you seen the outcome you were hoping for?

Certainly.

What could they have done better?

Nothing that I know of

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Realised that there was a need for honest, professional advice when investing money.

How has Philip Hanley helped you?

With advice about sensible long term investments.

Have you seen the outcome you were hoping for?

Yes - investments grew over the years.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Recommendation from a friend after l was saying that our financial affairs were a muddle.

How has Philip Hanley helped you?

He completely overhauled our ISAs and savings enabling them to be invested . The most important aspect being that he explains what is happening in a way that we are both able to understand .

Have you seen the outcome you were hoping for?

So far YES and better.

What could they have done better?

Probably not much. I do have trouble relating to the investment company and reading and understanding the in house magazine.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

made redundant 2 years before retirement.

How has Philip Hanley helped you?

sorted company pension and other finances.

Have you seen the outcome you were hoping for?

yes better.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed help with my pension.

How has Philip Hanley helped you?

He helped me transfer my company pensions into a SIPP.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

More information on alternative SIPPs providers

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Inheritance.

How has Philip Hanley helped you?

General investment advice which met our cautious profile. He was particularly helpful in tracking down an old investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We were looking for advice on our company pension schemes and a better way of managing the money.

How has Philip Hanley helped you?

He understood our requirements and gave clear advice and was able to give us another way of looking at things financially which was better for our situation.

Have you seen the outcome you were hoping for?

Yes we have. Using his advice and choice of funds we have seen a better return on our money.

What could they have done better?

He always responds quickly to emails and calls.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

He helped to invest my money i received from a divorce into two private pensions.

How has Philip Hanley helped you?

He sorted everything out for me & set up last year for me to receive a monthly payment as i took early semi retirement.

Have you seen the outcome you were hoping for?

Yes , brilliant.

What could they have done better?

Nothing he was helpful in everything but maybe like to see him more! Just a small thing as always at the end of a phone.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

savings and lump sums when I retired.

How has Philip Hanley helped you?

He assessed my attitude to risk, explained a range of investment possibilities and advised me on inheritance tax planning. Then he invested on my behalf and for the last 20 years we have had about 2 meetings per annum to review and update my portfolio. i find it invaluable that it possible to see him at relatively short notice.

Have you seen the outcome you were hoping for?

Yes. My inheritance tax avoidance instruments are doing their job and my investments are satisfactory, i.e.increasing in value.

What could they have done better?

I really don't know!

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Philip

My initial consultation was with John Butterworth who could not have been more professional and helpful.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We were coming up to retirement and felt we needed advice regarding our retirement planning.

How has Philip Hanley helped you?

Phillip ordered our, previously rather messy, finances into a clear portfolio. I can review my financial position easily and have a satisfactory pension.

Have you seen the outcome you were hoping for?

Very much so. I am very happy with my current investment strategy and the returns generated.

What could they have done better?

I am very satisfied with the services offered, so currently have no suggestions.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We wished to invest some money.

How has Philip Hanley helped you?

He was great - he gave us lots of advice. Also listened carefully to our needs.

Have you seen the outcome you were hoping for?

Yes we were clear and happy with his recommendations. All recommendations were suited to our needs.

What could they have done better?

He could not have done better

Review from verified client

May, 2018

Overall

Advice

Value

Service

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

General financial planning advice required.

How has Philip Hanley helped you?

Arranged long term critical illness plan and pension advice.

Have you seen the outcome you were hoping for?

Yes, I was able to give up my professional job at 58 and work in another field entirely with no responsibilities and less hours knowing if life went pear shaped there was a good amount of savings. Also I have been able to help the daughters with mortgages etc.

What could they have done better?

Nothing I can think of at present

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I felt I should be planing for my future and was not confident of the way to go.

How has Philip Hanley helped you?

Philip helped pull the various strands of my savings,investments and income together and supplied a easy to understand yearly overview of my assets.

Have you seen the outcome you were hoping for?

Yes I feel in general my aims have been met.

What could they have done better?

No , I feel Philip has always had my best interest at heart

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Moving from contracting to full time employment.

How has Philip Hanley helped you?

Evaluation of various protection elements and ways to invest.

Have you seen the outcome you were hoping for?

Yes. I am much more comfortable things are in order.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Initially pension advice.

How has Philip Hanley helped you?

Help with pensions, investments and savings and investments for our grandchildren. He is always available, explains options clearly and is patient and understanding. He has been our financial adviser for many years.

Have you seen the outcome you were hoping for?

Over the years there have been many outcomes and we have been very satisfied with them all.

What could they have done better?

I can't see how he could have done anything better.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Philip

Excellent explanations and advice thank you

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Phil has been our financial advisor for many years.

How has Philip Hanley helped you?

Good advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very little

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Income shortfall.

How has Philip Hanley helped you?

Really organised portfolio.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No better advice could have been given

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Philip

I was referred to Philip's associate John Butterworth who has provided me with excellent advice an guidance.

Philip's reply

Many thanks for that, Rob, will pass on to John.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We needed help.

How has Philip Hanley helped you?

Guiding us with our money.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My money was sitting in a bank account earning little interest and I wanted the money to work for me.

How has Philip Hanley helped you?

He gave me excellent advice and assisted me with investing my money so that I would gain interest and also allow me to manage my money.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

we have used a financial adviser for many years Think we needed insurance advise at beginning . When original adviser moved on in the company Philip took over his position and has continued ever since increasing the options as the need arose.

How has Philip Hanley helped you?

He has advised us in various ways over the years on good investments , pensions etc.

Have you seen the outcome you were hoping for?

Yes I think we have had a successful outcome from his advise and believe that will continue.

What could they have done better?

Wish we could be useful here but cannot think of anything to help Had he not had the qualities he has we would not be still with him now

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Having inherited a substantial amount of money from my later mother's estate.

How has Philip Hanley helped you?

Philip has helped us to understand how best to invest my inheritance and assisted us with long term planning for the future.

Have you seen the outcome you were hoping for?

The investments we have made have been long term, so we do not expect miracles immediately. However, Philip has also helped us to consolidate our savings so we have a much better handle on our investments.

What could they have done better?

Nothing at present.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Philip has been our family's financial adviser for over 20 years.

How has Philip Hanley helped you?

Philip completely understands our needs and is always prepared to go over any details we are unsure about.

Have you seen the outcome you were hoping for?

Most certainly.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

My husband and I decided that with young children it was important for us to know that we were doing all we could to work towards financial security for us and for our children.

How has Philip Hanley helped you?

Philip Hanley has always given us trustworthy advice and taken the time to explain the processes and products to us. He is happy to communicate via phone and email but we have always appreciated his willingness to travel to our home at a time to suit us so that we can talk face to face. He has helped us with a number of investments, mortgages and pensions.

Have you seen the outcome you were hoping for?

I think the products we have been directed to by Philip Hanley have always given us what we wanted primarily because mr Hanley did the research to know that the product was right for us and also took the time to make sure that we knew exactly what we were signing up for,.

What could they have done better?

Nothing.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Investment of inheritance and pension advice.

How has Philip Hanley helped you?

Advice and structure of investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Hard to say. Explanation of complicated investment structures to financially ignorant clients is difficult. But Philip struggled manfully.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Basically needing a decent mortgage deal plus relevant life cover, etc.

How has Philip Hanley helped you?

By providing the above, and other useful services such as personal pension, all tailored to meet my given financial circumstances.

Have you seen the outcome you were hoping for?

Yes, everything has progressed successfully so far and prospects are looking good.

What could they have done better?

My needs are fairly modest, so no complaints in that respect at all!

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Redundancy (2005) and self-employment (pension advice) and later investment advice to deal with an inheritance.

How has Philip Hanley helped you?

The adviser (Nigel Clark) understands the situation, explains everything clearly, and answers questions patiently. He's always available to advise between meetings.

Have you seen the outcome you were hoping for?

Yes. Investments have performed well. I would not have known how to do any of this alone.

Philip's reply

Nigel acts as client relationship manager for this client, this positive feedback is much appreciated. Philip Hanley

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with the financial adviser who “inherited’ my account.

How has Philip Hanley helped you?

He sorted out my, and my wife’s pensions and in doing so found about £100k of pensions which my wife didn’t realise she had.

Have you seen the outcome you were hoping for?

Very much so! An excellent result.

What could they have done better?

I don’t think so

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Philip

Philip Hanley was represented by John Butterworth. I was impressed by his grasp and understanding of current market conditions, his long years of experience in the financial services and his passion to act in an ethical manner.

Philip's reply

Thanks, Laura, for a very positive review,

Review from verified client

March, 2018

Overall

Advice

Value

Service

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

A bad experience with another financial institution.

How has Philip Hanley helped you?

He provided a personable service which covered all of our queries. He advised on where and how to invest.

Have you seen the outcome you were hoping for?

It is work in progress but so far so good.

What could they have done better?

Nothing yet so far as we are aware.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Change in share plan options.

How has Philip Hanley helped you?

investment planning.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Normal family with aspirations to provide for the future and make sensible provisions within our means.

How has Philip Hanley helped you?

Advised on savings consolidating borrowing making pension plans and flexible saving plans for the future.

Have you seen the outcome you were hoping for?

So far yes very pleased - he doesn’t expect you to have thousands to invest with, very easy to deal with. Good solid easy to understand advice/ information.

What could they have done better?

Keep putting people first as you do - you never make people feel you are making your living from us. A rare quality.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Some years ago I was self employed & needed finance advice. This has led to a long and ( I think) successful association with Philip Hanley.

How has Philip Hanley helped you?

Advice on pension, mortgage options and value for savings.

Have you seen the outcome you were hoping for?

I have. In 2010 I retired with a very reasonable pension pot.This pot plus some savings was invested for me by Philip & has resulted in a financially secure retirement.

What could they have done better?

I can't answer this question as Philip has guided me clearly & concisely in accordance with my wishes. So, I have no complaints. Philip is the expert I run with his advice.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

The death of my husband.

How has Philip Hanley helped you?

He saw me through the difficult process of sorting out my late husbands finances and my own, in a way that was easy for me to understand.

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

Nothing that I can think of.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Retiring with money to invest to provide an income.

How has Philip Hanley helped you?

Understood my requirements and advised on the best way forward with my requirements in mind.

Have you seen the outcome you were hoping for?

Yes. The outcomes are all positive to date.

What could they have done better?

Very happy with the service provided

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Originally seeking a plan to invest for school fees. Developed for there to general investment and savings.

How has Philip Hanley helped you?

Found a very sound plan which saw my youngest son through private school, including a difficult financial time for me in my career.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Really no more nor better.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Philip contacted me after my previous adviser retired and at the time represent Allied Hambro..

How has Philip Hanley helped you?

He updated me on private pension and outline possible option for the future, the rest is decision I have to make at a later time with a new consultation with Philip.

Have you seen the outcome you were hoping for?

Not drawing from my pension has benefited by a growth in capital as an annuity did not look attractive.

What could they have done better?

Philip advised but the final decision was mine and my instructions were carried out efficiently and quickly . Philip always gives reasons with options.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Philip is my husband's pension adviser, so when my father in law died Philip invested my husband's inheritance to give us some extra income. He also helped me following my mother's death.

How has Philip Hanley helped you?

Philip advised me to invest some of my inheritance in Premium Bonds, this proved to be excellent advice as I've won something almost every month. I have always found Philip to be understanding and very helpful during our meetings.

Have you seen the outcome you were hoping for?

Yes, I feel that Philip has always understood our needs and has always invested our money wisely.

What could they have done better?

As we have relatively simple financial investments I have always felt that Philip listened to our point of view and acted upon it, so I do not have any criticism about his advice .

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Initially the need to consolidate a number of small pension funds. Subsequently I needed some investment advice following a capital gain from my business.

How has Philip Hanley helped you?

Advising on suitable funds and then overseeing the process of placing my investments in the funds. Following the initial investments Philip has taken care of ensuring that my wife and I are using our ISA allowances efficiently and has reviewed the performance of the various funds on an ongoing basis. Philip takes the trouble visit me regularly and provides a very personal service.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Sometimes there have been delays or 'hiccups' in the administration but these have always been resolved.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

investment for retirement.

How has Philip Hanley helped you?

Rationalising my existing investments.

Have you seen the outcome you were hoping for?

certainly.

What could they have done better?

could not have done better

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We were reviewing our financial portfolio as we were both in our 50s and wanted to make sure we had adequate plans in place for the future, plus sufficient protection for our children.

How has Philip Hanley helped you?

He was very thorough and professional and took over the management of our financial affairs very efficiently which was very welcome. Gave excellent advise without being pushy. Made some good changes to our holdings.

Have you seen the outcome you were hoping for?

Yes, our portfolio is looking very organised and the online client site works very well so you can see at a glance the status of your financial affairs. Admin very efficiently and promptly carried out by his office also.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I first got in touch with Philip following a work retirement seminar (NHS). He was recommended by the person running the seminar.

How has Philip Hanley helped you?

He arranged an initial meeting and has followed up regularly since giving my wife and I good sound financial advice.

Have you seen the outcome you were hoping for?

Both my wife and I have been happy with the investments Philip has advised.

What could they have done better?

Philip has always taken the time to explain the pros and cons of any action so difficult to see how he could have done better

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Losing my parent, and receiving help on finances after sale of her property etc.

How has Philip Hanley helped you?

He arranged so my finances were in the correct accounts etc.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing to think of in my case, everything was satisfactory.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement.

How has Philip Hanley helped you?

Found out my appetite for risk, assessed requirements and made appropriate suggestions for investments. He was always available for out-of-hours appointments.

Have you seen the outcome you were hoping for?

Yes, achieved a positive rate of growth over the period invested.

What could they have done better?

Possibly could have communicated investment performance more regularly (although no doubt that would incur inreased charges).

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Initially the need to provide for my retirement, when my employer was only offering minimal provisions.

How has Philip Hanley helped you?

He helped me select a suitable form of investment for the very limited risk I was prepared to take (helped minimize the risk, while producing a reasonable return.

Have you seen the outcome you were hoping for?

Mostly yes! Although in the present volatile financial climate, it is always difficult to be sure what one can bank on.

What could they have done better?

I am not sure I can answer this question in a meaningful way. All I know is that, unlike my previous IFA, Philip Hanley has always provided me with all the necessary (and truthful) information for me to make a choice.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Ave always employed a FA.

How has Philip Hanley helped you?

Lump sum investment. On going investments.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

With regard to knowledge and advice regarding pensions and investments.

How has Philip Hanley helped you?

Met and discussed options in a understanding manner.

Have you seen the outcome you were hoping for?

pension is increasing in line with risk taken and is performing satisfactorily.

What could they have done better?

Nothing at present

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

receiving an inheritance and needing advice as to how to invest it.

How has Philip Hanley helped you?

he provided suggestions as to how the money could be invested, and following discussions with him, he drew up an investment plan. he then invested the money as per the plan.

Have you seen the outcome you were hoping for?

Philip hanley was very helpful in discussing options for investment, and was always clear in his recommendations. I am comfortable that the investments are in the right place, and that he would inform me if there was need for a change in strategy.

What could they have done better?

there is nothing that Philip hanley could have done better.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

Transferred from another FA on family advice.

How has Philip Hanley helped you?

Reorganised/improved pensions and savings.

Have you seen the outcome you were hoping for?

Hard to tell so far.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed personal attention and advice for my investments as I get older, rather than dealing with a large bank where the staff are always changing.

How has Philip Hanley helped you?

He took great trouble to find out my exact circumstances and what my needs were and was able to give me confidence in putting my affairs in his care. He was able to explain things clearly . He gave a a first class personal service which is very rare these days.

Have you seen the outcome you were hoping for?

Yes indeed. My portfolio has increased in value and my monthly income is helping me manage my financial commitments better. It is reassuring that he is available to consult if necessary.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

To help us sort our our personal pensions.

How has Philip Hanley helped you?

He gave us clear advice on the best way to manage our pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

He gave us the best advice we wanted to hear and put our mind at ease, so could not have done better

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Paying into a private pension scheme for many years and then best advice when retirement arrived.

How has Philip Hanley helped you?

Explained all the various options available and then factored in my circumstances for optimum result.

Have you seen the outcome you were hoping for?

Yes!.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum available and advice about money needed in retirement.

How has Philip Hanley helped you?

Advised on budgeting for retirement, helped with investment choices (which have been excellent) and keeps us informed about product availability. Annual review is very helpful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was using an adviser in London who had not been in touch regularly and had made a couple of bad calls with an endowment policy. Moving home meant that we met a new social circle and Philip came across as a very decent chap. On learning that he was a financial adviser I jumped at the chance to seek his help.

How has Philip Hanley helped you?

Philip has taken an holistic view of my overall portfolio and made recommendations for changes and on-going investments. He has managed the on-boarding of my whole portfolio and given me the ability to see the performance in a clearer, more strategic way.

Have you seen the outcome you were hoping for?

Philip's advice has proved sound over the past years and my ISA portfolio has grown better than I had expected.

What could they have done better?

There is not a lot that I would expect from Philip beyond the current help he gives me.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I felt that I need to plan my financial future especially with regard to Pensions.

How has Philip Hanley helped you?

Philip has provided me with the advice and support to manage all of my pension options since I started saving for my pension and over many jobs and career changes.

Have you seen the outcome you were hoping for?

I have been so consistently impressed with the support and advice that Philip has provided that I have regularly encouraged friends and relatives to visit him. He is a warm and principled person and my week wouldn't be the same without his weekly email insights. Crucially though my investments have grown consistently higher than my peers out of the box pensions for twenty years plus. I am confident that I am making well informed choices and that the respect for my thoughts and views are paramount whilst still providing crucial insights into the impact of those choices. I am very happy with my pension choices with Philip. Even though I moved from the Cotswolds a long time ago we still get to meet face to face in London whenever needed.

What could they have done better?

My advice is to spend some time with Philip face to face especially when making the big choices and even though the online system is super secure (and so need to remember all the passwords) its worth doing so that you can see whats happening with your portfolio, enabling you to ask the right questions when you contact Philip

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We received an inheritance and wanted professional advice about how best to invest it.

How has Philip Hanley helped you?

He talked us through the various options available to us and provided us with sound advice. He analysed our appetite for risk and sought the best investment options for us. He provided us with an online portal through which we can track our investments. He also linked us up with a solictor who is drafting our wills and Philip advised us on trusts etc.

Have you seen the outcome you were hoping for?

Yes, I am now confident that we have invested our inheritance in the right way.

What could they have done better?

Nothing!

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Had to separate finances from those of my husband and find best return when Building Society returns are so poor.

How has Philip Hanley helped you?

Understood the situation and gave advice which reduced my taxation on profits.

Have you seen the outcome you were hoping for?

Too early to judge.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Future planning and ensuring my savings and investments are working hard for me.

How has Philip Hanley helped you?

Phil has set up various investments and assisted with funds.

Have you seen the outcome you were hoping for?

Yes good growth.

What could they have done better?

Really pleased with the advise and help

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We inherited Philip from the previous person.

How has Philip Hanley helped you?

Consolidation and clarity.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No suggestions.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my financial situation.

How has Philip Hanley helped you?

He took a holistic approach to my income, savings and investments and advised options open to me.

Have you seen the outcome you were hoping for?

I'm very happy with the service that Philip provides and have recommended him to a number of friends and colleagues.

What could they have done better?

I found Philip to be excellent - giving me good unbiased advice and helping to guide me through my options

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Can't remember - Philip has been my advisor for many (20?) years.

How has Philip Hanley helped you?

Good advice patiently explained from someone I felt I could trust instinctively. Best thing he ever pulled off for me was getting my first wife to take out health insurance the day before she was diagnosed with terminal cancer.

Have you seen the outcome you were hoping for?

Mostly, some are still pending.

What could they have done better?

Can't think of anything

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

To invest.

How has Philip Hanley helped you?

He was helpful on the telephone and when we met at my house with my trustees.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything seemed fine and he was very helpful.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We recently inherited some money and needed advice to guide us to invest this for the long term combined with reviewing our present financial status.

How has Philip Hanley helped you?

Philip reviewed our situation carefully and provided us with guidance on the bext options for our investements which are quite complicated.

Have you seen the outcome you were hoping for?

so far so good but early days.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

My husband has worked in the Financial Services sector and we felt it important to get independent advice.

How has Philip Hanley helped you?

Philip clarified a range of options regarding long term investments and also gave useful advice regarding inherited funds. He explained options clearly and at a level which I could understand!.

Have you seen the outcome you were hoping for?

Yes. We review annually with Philip, and value his advice.

What could they have done better?

I can't think of anything which I feel would add to this section - Philip has always met our requirements in a very professional manner.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Not understanding enough about pensions and investments.

How has Philip Hanley helped you?

Explaining things in an easy way.

Have you seen the outcome you were hoping for?

Early days, but so far all looks OK.

What could they have done better?

Quite happy with everything so far.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Personal recommendation from a very satisfied client of Philip Hanley.

How has Philip Hanley helped you?

He condensed my retirement finances into a coherent plan.

Have you seen the outcome you were hoping for?

Better than expected.

What could they have done better?

Philip is always punctual for our meetings, despite travelling a distance. He has a very professional attitude, whilst retaining an appropriate depth of interest.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum to invest for growth.

How has Philip Hanley helped you?

Discussed and understood objectives, acceptable risks and potential future life events. Philip helped me plan and execute a strategy and made me aware of possible investment options. He has always been approachable and prompt to reply and advise on queries.

Have you seen the outcome you were hoping for?

To date short term objectives have been achieved and on target for longer term objectives. Since initial appointment further advise has been sought which was well received. This has taken stress out of finding an investment product on my own.

What could they have done better?

Other than a lower initial cost its hard to ask for more.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We had been thinking about getting professional advice for some time and then saw an advertised forum which Philip Hanley was doing as a marketing exercise. We attended.

How has Philip Hanley helped you?

He listens. Thinks. Comes back with options and supporting evidence including pros and cons. Our needs were about savings and investments and then longer term retirement income planning.

Have you seen the outcome you were hoping for?

On the whole, yes. We believe we have done better with Philip than we could have done on our own. We do read a lot in the press and elsewhere to get a feel for the markets but Philip has deeper insights and experience as well as a network of data bases and his fellow advisors to call upon.

What could they have done better?

Don't feel we can comment constructively on this question. It may be that another advisor could have done more ........... or indeed less! We have been happy with the level of advice over the years.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

It's such a mine field out there and finance is not a subject I feel like tacking alone.

How has Philip Hanley helped you?

By explaining and discussion about everything in laymans terms, giving options without being pushy in any one direction. Allowing me to make my own decisions.

Have you seen the outcome you were hoping for?

Yes increased wealth from long term investment but also allowing money to be released for use if required.

What could they have done better?

Not a lot as he meets all my requirements.

Review from verified client

August, 2017

Overall

Service

Advice

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Interest rates being what they are I decided to see if I could make my money work harder and prepare for the future.

How has Philip Hanley helped you?

He assessed my circumstances and my attitude to risk, then set up an investment plan for me. He is now going to help me with my pension.

Have you seen the outcome you were hoping for?

I'm in it for the long term. The return on investment hasn't yet had time to mature.

What could they have done better?

The initial meetings were made at times convenient to me. I was not put under pressure to commit and did not feel obliged to proceed. The regular communications are interesting. I do not currently have any suggestions.

Review from verified client

August, 2017

Overall

Value

Advice

Service

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I've known of Mr Hanley for several years as came across him in my line of work. And many times over the years we've needed his advice.

How has Philip Hanley helped you?

Philip is such a relaxing and approachable man, doesn't push service on you or make you feel you have to take policies etc. His advice is very helpful and proved to be the perfect person with his knowledge to help me and family members.

Have you seen the outcome you were hoping for?

Yes and ongoing.

What could they have done better?

Couldn't ask for a better service.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was initailly in a situation where I had several pensions and was looking for advice on consolidation. Since then I have sought advice on mortgage, pension funds and investment options.

How has Philip Hanley helped you?

Philip came to visit me and reviewed my complete financial portfolio. He spent time understanding my attitude to risk, goals and expectations which enabled us to agree an approach that balanced my short, medium and longer term needs.

Have you seen the outcome you were hoping for?

Yes. Philip spent time making sure my expectations were realistic and I have seen good results.

What could they have done better?

An overview of the online tools that are available would have been useful but my questions were answered promptly via email.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Increasing assets.

How has Philip Hanley helped you?

Advising on suitable investments.

Have you seen the outcome you were hoping for?

Early days but the signs are all positive.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

To help us with our retirement issues.

How has Philip Hanley helped you?

He advised us on our investments.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Nothing we are both pleased with his help.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Philip

good

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I was concerned at having all my investments with one Bank at the time of the financial crisis.

How has Philip Hanley helped you?

I met with Philip at my home and we went through my wishes and needs for the future, bearing in mind that I would soon be retiring. We discussed and decided on the risk I was prepared to take and Philip has made investments accordingly.

Have you seen the outcome you were hoping for?

More or less, considering that interest rates are so very low.

What could they have done better?

Nothing comes to mind. I often bump into Philip as he lives locally so am able to contact him if I have any concerns.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum from retirement.

How has Philip Hanley helped you?

Invested lump sum in suitable place.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I realised that my pension provisions were likely to prove inadequate and sought his advice. We looked at a variety of options and opted for a course that has proved to be very satisfactory. Likewise he has guided on inheritance planning and ways of coping with tax issues.

How has Philip Hanley helped you?

He produced a number of ways of tackling these issues and discussing them with my wife and me l(although her finances are separate from mine) and explaining fully the implications of all options lo that the package I opted for met the criteria.

Have you seen the outcome you were hoping for?

Yes! He manages my portfolio and is producing the results that I sought at the outset.

What could they have done better?

Difficult to say. We do meet regularly to review my portfolio and make changes as necessary. He is always available on the phone/e-mail. His grasp on market "mood" is good and I am confident that his advice is sound.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Savings, Investments and Pensions.

How has Philip Hanley helped you?

He provided me with excellent advice on how to consolidate my pensions and draw down options.

Have you seen the outcome you were hoping for?

So far yes.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

We have a regular annual review with Philip. I have also reached 60 so was looking for pensions advice and reassurance that our retirement plans were on track.

How has Philip Hanley helped you?

As always, Philip provided clear and simple information and fully considered our current and future financial requirements.

Have you seen the outcome you were hoping for?

So far, yes I have.

What could they have done better?

Nothing to add here - I have known Philip for many years and I trust his advice.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I needed good advice on how to manage and secure my income, how best to save for retirement and how best to manage my mortgage.

How has Philip Hanley helped you?

Philip's understood my concerns and my needs. His advice was clearly stated and explained, and I was confident that he was working in my best interests.

Have you seen the outcome you were hoping for?

Philip helped me through redundancy and later retirement, and through his advice and arrangements, my pension and investment income is solid and dependable, my savings are growing. Being confident of one's income is a huge weight off a retired person's mind!!!.

What could they have done better?

Can't think of any way in which Philip could do better on my behalf.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I wanted to retire from our jobs but had no idea if we could afford to live on our scattered occupational pensions, investments and government assistance.

How has Philip Hanley helped you?

Philip reviewed what we had got and how much we needed to live on, and said 'yes'! (Which was the right answer)!.

Have you seen the outcome you were hoping for?

We live modestly but comfortably in our retirement, despite less than ideal investment conditions.

What could they have done better?

I don't think there is anything really. However, one thought occurs, and that is whether we could have taken on more risky investments and thereby improved our returns.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Advice on financial affairs when retired from business.

How has Philip Hanley helped you?

Friendly advice always available with no pressure to accept it,.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Wanted to invest more of my tax free salary in sound UK and overseas investments.

How has Philip Hanley helped you?

He guided us wisely and outlined all the potential risks of various investments.

Have you seen the outcome you were hoping for?

Our investments have far exceeded our expectations.

What could they have done better?

I can't think of anything.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

STarting my own business.

How has Philip Hanley helped you?

Sorted my pensions and managed funds for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Provided an annual statement of fees charged and funds growth

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Increasing financial complexity associated with a diverse pension base and investments that needed to be managed for the future.

How has Philip Hanley helped you?

advice on pension provision (combining a number into a single program with good growth), pension and investment advice when overseas.

Have you seen the outcome you were hoping for?

absolutely - solid growth.

What could they have done better?

Philip is responsive and nothing is too much trouble for him. He turned my perception of what Financial Advisors should be completely around in a very positive manner.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Partial retirement and needed advice on what was best to do with The money I had.

How has Philip Hanley helped you?

Gave excellent advice & help on where was best to invest.

Have you seen the outcome you were hoping for?

Yes we let him know what our ideas were and he came up.

What could they have done better?

Nothing really, we gave him our ideas Snd he made various other suggestions and between we came up with what was best suited for us.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I needed to rationalise my pension savings.

How has Philip Hanley helped you?

He gave me clear advice, explaining any jargonistic terms and taking into full account my needs, situation and preferences.

Have you seen the outcome you were hoping for?

so far my new pension fund has done very well, so I'm happy.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We needed advice for our private retirement pension.

How has Philip Hanley helped you?

Philip explained what we could do with our investments to obtain maximum potential for our requirements. He is very professional and we are so pleased that he was recommended to us by our accountant.

Have you seen the outcome you were hoping for?

The outcome has surpassed our expectations. We couldn't have done it on our own.

What could they have done better?

As far as we are concerned no-one could have done better to meet our needs.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Business sale/retirement.

How has Philip Hanley helped you?

Offered clear and simple options and good advcie.

Have you seen the outcome you were hoping for?

So far yes.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Philip

I found Philip to be very clear and knowledgeable in his explanation . He was able to quickly identify my concerns and most of all was able to pitch things at my level of knowledge . I do have some more questions in relation to the subject matter discussed as its an on going. So I am definitely going to use his him in the near future. I was pretty fearful of picking a financial adviser at random but he turned out to be a star. Many Thanks. Claudette Owens

Philip's reply

Thank you so much, Claudette.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Philip

Met at Phillip's office. Very professional and personable. In the introductory hour Phillip covered the areas of concern to us, and then produced a list of alternative plans.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Philip

My Wife and I are our approaching retirement and wanted to explore our options in terms of jointly managing our expected cash assets versus our probable expenditure. We had a very good initial meeting with Philip. He listened closely with what we had to say about our objectives. He provided us with outlined an understandable solution in a way which we sensed proved he had not only listened but had understood and was reacting to. He followed up the main points of the meeting later in writing very quickly.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

Having been left some money, and having no understanding of financial markets or what to do with my money, I needed someone I could trust. Philip was recommended to me as 'a safe pair of hands'.

How has Philip Hanley helped you?

He advised me where to place money to bring me the best benefit, both for investmentand providing some income.

Have you seen the outcome you were hoping for?

Yes certainly. I have been very pleased with all the outcomes, and feel my investments are safe and monitored in my best interests.

What could they have done better?

Nothing.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

Retirement looming and needed advice on pensions etc.

How has Philip Hanley helped you?

He was brilliant and sorted everything out for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can not think of anything

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

The starting of a new company.

How has Philip Hanley helped you?

Having dealt with Philip previously in another company, I was aware of the services that he offered and his professional approach to all things financial. His advice and guidance towards the pension schemes that were suitable for my co directors and myself was invaluable.

Have you seen the outcome you were hoping for?

Yes, all was good.

What could they have done better?

As far as I'm concerned everything worked out as planned.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Inheritance.

How has Philip Hanley helped you?

Advice and arranged a savings and investment approach.

Have you seen the outcome you were hoping for?

Early days but so far looks good.

What could they have done better?

I do find it more complicated than perhaps it really is. Always hard to admit a lack of understanding though...

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Initially, wanting to release equity from the value of our house.

How has Philip Hanley helped you?

Philip set out options and gave practical advice about what they would entail. He helped us to choose the right ones for us and made it easy to implement them.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement.

How has Philip Hanley helped you?

Gave advice on savings and investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to restructure our savings, assets and investments as we have different priorities and goals compared to our younger days.

How has Philip Hanley helped you?

Philip listened, understood our priorities and didn't try to sell us unsuitable products. He explained why the recommended option seemed right for us. He made the process of switching our savings and investments fast and hassle-free.

Have you seen the outcome you were hoping for?

As a result we now have a reasonably stable investment income that is significantly higher than our previous savings and investments-just what we wanted.

What could they have done better?

Can't think of anything.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Complex family and business arrangements.

How has Philip Hanley helped you?

Advice, planning and execution.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Philip Hanley has advised three generations of our family.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to get some general financial advice re savings.

How has Philip Hanley helped you?

He called round my house and talked me through the options.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

On approaching retirement, I required advice and assistance in my financial planning. i.e. pension, savings and investments.

How has Philip Hanley helped you?

Philip, has utilised my annual Tax free allowance, invested in various investment platforms and he monitors the overall performance on my behalf.

Have you seen the outcome you were hoping for?

Yes. I have a steady monthly income and although I opted for a relatively safe level of investment, the initial outlay I made, has steadily increased, despite the current market volatility. I am also able to view my portfolio online, and see any fluctuations due to market performance. I have found Philip, very helpful, he listens to, and answers / explains any queries I may have and at a level that is relatively easy to understand without detailed financial knowledge. If I need to contact him, I can either call or email him, by which he is very efficient to reply.

What could they have done better?

Can't think of anything particular at the moment

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement, some investments needed to be reinvested.

How has Philip Hanley helped you?

He was considerate to our needs and our level of knowledge !! He was not pushy and the decisions were our own based on his expertise and guidance . At no time has he ever tried to sway our decision and has always supported us .

Have you seen the outcome you were hoping for?

Generally yes.

What could they have done better?

In the time we have dealt with him I feel he has always given us a fair and honest service. Apart from one other advisor years ago and Philip we are generally a little wary of financial advisors.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

looking for help with pension plans.

How has Philip Hanley helped you?

Philip has helped me to adapt my pension plans over the years to meet my needs; giving me clear explanations and options; the most important thing has been advising me about my change from paying into my pension plan to investments.

Have you seen the outcome you were hoping for?

It's too soon to say whether it's been worthwhile, as it's only been a short time since the change. But I was very satisfied with his advice.

What could they have done better?

I can't think of anything that Philip could improve on. He's not intrusive, but will advise me when I ask for help, and is happy to be flexible about our meetings (meeting me during office hours, at my work place).

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Divorced, needed good advice.

How has Philip Hanley helped you?

By visiting me and advising me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am not confident with my understanding of finances, so need a patient Financial Advisor, I need help, this must be very difficult for someone with a financially astute mind to understand.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We were in business and needed help on a long term basis.

How has Philip Hanley helped you?

When we retired he advised us how to invest pension funds and recently has been helping with our wills and inheritance tax, also before that helping with investments for grand children, he is the only person we have to deal with our affairs, he is very comfortable to talk to, he has never advised us to do anything till he is assured we understand, which is very much appreciated, by myself and my wife.

Have you seen the outcome you were hoping for?

Yes. Things have turned out well, and we know who to turn to if a problem were to come up, we are not getting any younger, and it is nice to feel comfortable that there is some one there for family interests for a later date, as he sees to all family affairs.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I was in my forties and I realised that I needed to plan for my retirement years before it was too late. I was in a final salary pension scheme but I wanted more than that.

How has Philip Hanley helped you?

Philip listened to me - he wanted to understand me (what made me tick; what I wanted for the future). He explained the various approaches to achieving my goals, and the risks involved; he discussed this with me and we agreed a way forward. I wanted to boost my pension so I needed to build up a fund enabling me to purchase an annuity when I retired. I turned to Philip again when I retired as I wanted sound advice on my pension options; e.g. lump sum/ annual pension proportions and how to invest the lump sum.

Have you seen the outcome you were hoping for?

When I retired I had built up a fund enabling me to purchase an annuity that I am happy with. Philip's reliable and sensitive (to my needs and feelings about financial risk) advice about investing the lump sum from my pension have meant I have some sound investments that I am very happy with.

What could they have done better?

Philip's pleasant manner, the fact that he listens to my thoughts and feelings, his accessibility and sound advice mean that I am very happy with what he has done for me.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I moved house and needed a financial adviser to assess my finances to review my pensions and savings.

How has Philip Hanley helped you?

I met Philip who came to my parents house as he goes out of his way to assist their financial requirements. Philip is a very nice friendly person who I felt comfortable with discussing personal details. We discussed in detail what he could assist with and then made another appointment to review my current paperwork. He reviewed all of this and then gave a detailed breakdown of plans.

Have you seen the outcome you were hoping for?

On review of the finances on the true potential dashboard, it seems that my pension funds are steadily increasing. Additionally the itemised stocks savings that I contribute to shows steady increase. It's early days however I am confident that the future is better planned for than before. Access via the dashboard to review at any time is a Huge benefit.

What could they have done better?

I cannot really think of anything. Philip has been very helpful and is accessible to questions I may have at anytime of the day or night and I feel happy to use him for any of my requirements in the future.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

My company at the time needed advice regarding an investment.

How has Philip Hanley helped you?

He carried out an appraisal of our finances and advised us appropriately.

Have you seen the outcome you were hoping for?

Yes,considering the crash happened soon after Philip started advising us.

What could they have done better?

Can't think of anything.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Director of a limited company.

How has Philip Hanley helped you?

Set up cross life insurances, which we required as share holders, good pension advice personally & for my company.

Have you seen the outcome you were hoping for?

Yes it has been a good experience.

What could they have done better?

No he's done everything I wanted & needed.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was looking for specialist advice on on pension arrangements.

How has Philip Hanley helped you?

He went through my current pension arrangements and came up with a set of proposals to improve my returns in the future.

Have you seen the outcome you were hoping for?

Yes indeed. I am delighted with the results.

What could they have done better?

I can't thing of anything he could do better. Very professional. Very approachable. Explains things in a simple direct way. Always responds to queries very quickly.

Review from verified client

May, 2016

Overall

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Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I contacted Philip to ask for advice on taking my pension benefits in June 2016 and to review the funds that my wife and I hold to conisder the investment of a proportion of these funds for longer term growth.

How has Philip Hanley helped you?

We have been very impressed by his knowledge and willingness to go through a range of options. He provided excellent advice at our first meeting regarding ISAs and the need to arrange Power of Attorneys.

Have you seen the outcome you were hoping for?

It is early days, but we are hoping for a good outcome.

What could they have done better?

Excellent so far. Punctual, patient and polite, as well as outlining options very clearly.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Philip

Philip was excellent. Very structured in terms of our first meeting which lead to a clear and concise strategy about how best we could work together and how he could support. He will be someone I will be moving forward with.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was a Zurich employee.

How has Philip Hanley helped you?

Philip advised both my husband and myself on reaching retirement, with a very modest amount of money we received excellent advice always delivered with courtesy and we always feel our small amount of money has been maximised by Philips attention to detail tailored to our needs.

Have you seen the outcome you were hoping for?

Not always but because of the global money world not Philips responsibility ! Disappointed in the early years but no one could have done better.

What could they have done better?

We have recommended Philip to friends who are equally satisfied

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Tax free pension changes.

How has Philip Hanley helped you?

By suggesting the best way to plan my pensions.

Have you seen the outcome you were hoping for?

Early days yet.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

Retirement, and a small legacy. Needed investment advice.

How has Philip Hanley helped you?

He took account of my total situation, investing cautiously (at my request), while leaving me easily accessible savings. Annual reviews are very reassuring, and I always look forward to these.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, am very happy with the situation.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Looking to retire early.

How has Philip Hanley helped you?

Understood my position, and explained things in layman's terms and gave me a sense of security.

Have you seen the outcome you were hoping for?

I am more than happy with the outcome, treating Phillip as a trusted friend.

What could they have done better?

I can not think of any more that could have been done.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

about to tale pensions.

How has Philip Hanley helped you?

visited at home and gave superb advice.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

retirement.

How has Philip Hanley helped you?

advice on investments.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing I'm completely satisfied

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

2 occasions needed a mortgage, house insurance in the past, advice on pensions/lump sums - I have always had a lower than national average salary, low savings & no investments so no margin for errors.

How has Philip Hanley helped you?

When looking for a financial adviser many years ago I met several I did not feel comfortable with but when I met Philip I instinctively knew I could trust him and that despite my very modest circumstances he was treating me like any other of his clients and understood what was important to me now & in the future ie not being rich but being sensible. He was able to convey information in a way I could understand. He has remained unchanged over the years - we recently spoke again after almost 10 years and I felt he was on my wave length immediately.

Have you seen the outcome you were hoping for?

Philip has always given me advice that is right for me, thus freeing me up to get on with my life & with the things that are important to me,.

What could they have done better?

Completely satisfied.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Philip

No contact received

Philip's reply

We advised Vouchedfor that we were not able to help with your enquiry. I understand they directed you elsewhere.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Looking for advice on pensions.

How has Philip Hanley helped you?

good clear advice.

Have you seen the outcome you were hoping for?

good ideas and suggestions for better organisation of pensions and investments and tax planning.

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Philip

Philip was very quick to ascertain my needs and was very understanding about the issues involved. He was able to answer my queries and make clear proposals.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Philip Hanley helped you?

Release of avc to a self investment pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Philip Is a trusted advisor

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

In need of reliable advice.

How has Philip Hanley helped you?

listening well, warm and friendly, business-like, experienced.

Have you seen the outcome you were hoping for?

Outcomes are more than satisfactory, and we are confident in continuing to use him.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

An amount of money left to me.

How has Philip Hanley helped you?

Advice regarding investments and savings.

Have you seen the outcome you were hoping for?

I am very pleased with the type of investments recommended by Philip. I have savings, investments, and some income from investments.

What could they have done better?

I don't feel there could be any improvements on the service and advice I receive.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I had just retired and wanted advice on what we're the best options to do with my pension.

How has Philip Hanley helped you?

Philip gave me advice in how to invest my pension and also have a income.

Have you seen the outcome you were hoping for?

It is on going at the moment but thing are progressing nicely.

What could they have done better?

Nothing more in my circumstances.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Philip

Philip was courteous and very professional, grasped our circumstances quickly and asked a lot of questions too to make sure he gathered all the necessary information. We felt reassured by his knowledge and common sense approach. As yet he has not made any recommendations - that will be the purpose of the next meeting - but so far we feel confident that he will be able to guide our financial matters capably.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Philip

We have not had our meeting yet but so far he has been very proactive and responded promptly. We are having our first meeting on 15 June 2015 I have had to respond in the negative as you require a response and I am unable to answer honestly / positively as I don't know at this time. Please resend the questionnaire after 15 June

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Gloucestershire

How has Philip Hanley helped you?

Very helpful. not "pushy".

What could they have done better?

Difficult to say.

Review from verified client

March, 2015

Overall

Service

Advice

Value

Based in Gloucestershire

How has Philip Hanley helped you?

We have dealt with Philip Hanley for more than at least 18 years and cannot fault his advice. Always friendly, polite and gives us both sides of any investment ie. Risk Vs return, long term & short term. Regular financial reviews of our portfolio and so on. We recently had occasion to recall a substantial investment due to death in the family. Philip managed to recall 100% of the monies invested & for no cost to us. We would recommend his services to anyone.

What could they have done better?

I can't think of anything. We get regular updates of our investments, regular reviews and Philip calls us back the same day if we leave a message to contact him.

Review from verified client

March, 2015

Overall

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Value

Based in London

How has Philip Hanley helped you?

Philip advised my parents and me on planning for their retirement, putting contingencies in place in case they needed residential care and he also provided advice on inheritance tax and maximising the performance of their savings. We are not experienced investors and were very impressed with Philip's knowledge, enthusiasm, and friendly and courteous approach.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Philip

Professional friendly open and honest interaction.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Philip

Philip gave an honest opinion about how he could help me. He was polite and sensitive to my needs.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Philip

haven't met Philip yet but he seems polite.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Oxfordshire

How has Philip Hanley helped you?

Philip Hanley listens carefully to our requirements, discusses them with us and guides us towards ways of meeting our wishes. He has given us sound advice in a highly professional manner, is courteous, punctual, considerate and tailor-makes his advice to our stated wishes. He provides us with a balanced view of our financial position and delivers an investment programme that suits us. He does not lead us to ventures not within our brief to him and modifies our portfolio when circumstances dictate this, by way of mutual discussion.

What could they have done better?

We are satisfied with the service he provides us; we set the scene and he responds with appropriate advice. We do not seek anything more.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Gloucestershire

How has Philip Hanley helped you?

Explaining in detail what is what and what it does. My wife and I rely on Philip very much as the financial world is constantly changing yet he is up to speed on all the different parts of this complicated financial world. We believe and trust him without question. Philips 'Best Quality' in the box below is ALL of them but unfortunately the computer does not show this as a choice.

What could they have done better?

We are both 100% satisfied with the service that we both receive from Philip.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Gloucestershire

How has Philip Hanley helped you?

Friendly, personable, knowledgeable, trustworthy.

What could they have done better?

If he could improve the performance of the stockmarket, he'd be perfect! :-)