Ben's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 2 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 34 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 9 )
£100k - £200k ( 8 )
Up to £50k ( 5 )
£50k - 100k ( 1 )
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of a few small pensions and general retirement planning .
How has Ben Cartwright helped you?
Ben has completed the above consolidation into a single SJP pension fund and advised on my additional final salary pots .Ben has given me clear and considerate planing and timing for my potential retirement taking on board my complete financial position . Ben is very easy to talk to and explains things extremely well.
Have you seen the outcome you were hoping for?
Yes . I’m happy with the fund performance to date and it’s reassuring to have a complete view of my present and potential future financial situation.
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on my pensions.
How has Ben Cartwright helped you?
He has helped me combine my pensions and get a better investment on them.
Have you seen the outcome you were hoping for?
My pensions have only recently been transferred and combined but the initial outlook on the return is looking good.
Review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed assistance to draw together many investments and pensions from the past into a more manageable and coherent investment plan
How has Ben Cartwright helped you?
From a position of being very wary about advisors, Ben has always been very friendly, easy and open to deal with. Providing me with confidence in the plans he has put forward. The resulting reorganisation and investments are exceeding my expectations.
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Ben Cartwright helped you?
Solid advice based on our financial circumstances and desired outcomes.
Have you seen the outcome you were hoping for?
Most definitely. Things are progressing nicely in the right direction.
What could they have done better?
Nothing. He has understood us, our desired outcomes etc.
Review
by a verified client in London
a year ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended Ben's services by a colleague as I wanted to have a better handle over my finances.
How has Ben Cartwright helped you?
He's given my financial advice without being patronising, helped me move my pension and made my savings work harder.
Have you seen the outcome you were hoping for?
Yes, my money is working a lot harder now.
What could they have done better?
Not much, but our time together is still in its infancy as I'd love to see how we work together when I have big life changes (kids, house etc)