Sarah's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 7 )
Pensions ( 48 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 38 )
Auto Enrolment ( 1 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 10 )
£100k - £200k ( 3 )
Up to £50k ( 5 )
£50k - 100k ( 10 )
Repeat review
by a verified client in Middlesex
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sarah Kendell helped you since your last review?
Assisted with pension drawdown, advised on savings account
Repeat review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sarah Kendell helped you since your last review?
Last year I was able to access a proportion of my pension. Sarah ensured that everything was in order and the timing of receipt of the money - I was on a deadline as I was leaving the UK. The process was handled excellently by Sarah and her colleagues. Sarah advised me to delay further drawdowns as it would be more advantageous to me in a longer term. I now need some further guidance and am fully confident and reassured that - whatever I ask - Sarah will provide the optimum advice
Repeat review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sarah Kendell helped you since your last review?
Help and advice on all aspects of me pension and advice on financial independence for the future
Sarah:
Thank you for leaving me such a great review- very much appreciated :)Repeat review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sarah Kendell helped you since your last review?
Sarah has given good advice
Sarah:
Thank you for taking the time to leave me a review- Much appreciated.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Life time mortgage
How has Sarah Kendell helped you?
Sarah was very knowledgeable and help us select a product that was right for us and tailored to our individual circumstances.
Have you seen the outcome you were hoping for?
We have now received the funds we released from our home and can look forward to finishing the renovation's.
What could they have done better?
Nothing! Very thorough and knowledgable.
Sarah:
Many thanks for taking the time to review my services. Great to work with you :)