Arran's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 1 )
Pensions ( 26 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 6 )
£50k - 100k ( 5 )
Up to £50k ( 13 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to get my pensions in order for my retirement
How has Arran Pamphilon helped you?
Arran helped to find all my pensions
Have you seen the outcome you were hoping for?
Arron found pensions that i had forgotten about, I was surprised by the outcome.
What could they have done better?
Nothing
Review
by a verified client in Cumbria
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
labours upcoming budget and the need to get investments put into a trust to keep their thieving hands off it in the way of inheritance tax.
How has Arran Pamphilon helped you?
he got the investments I wanted put into trust and also advised and helped out with the tax implications that I hadn't realised went with it.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
Can't think of anything
Review
by a verified client in Cumbria
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to make sure our pensions were doing their best for us
How has Arran Pamphilon helped you?
Arran explained our current pension situation and explained our options moving forward so we could make an informed decision
Have you seen the outcome you were hoping for?
Yes, we now understand where we are now and what we are aiming for in retirement
Review
by a verified client in Cumbria
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some help with future planning and pensions advice. I also wanted some help for my parents regarding financial management
How has Arran Pamphilon helped you?
Arran spent time looking at options and set out suggestions and ideas with clear explanations. He was very patient with us and explained things in a clear and easy to understand manner. He met with us on a few occasions and gave us options and choices and was not pushy at all.
Have you seen the outcome you were hoping for?
I'm not sure - because it depends what happens in the future but hopefully.
What could they have done better?
I know that the cost of the advice was high and my mother struggled with the hourly rate but, looking at the bigger picture, if it saves us money then its worth the investment.
Arran:
I really appreciate your comments, thank you for the feedback and I fully understand where you are coming from. Our work can often be complex and the costs of providing a quality service are not insignificant, and I fully understand it can be daunting to pay for advice with no guarantee of what will happen in future. Our role is to ensure that our advice is delivered with our clients best interests at heart, with all risks explained so a fully informed decision can be made. As we have spoken about, the question 'would you recommend this to your own mother'? is a good guide for us to ensure this is always the case. I really look forward to working with you both moving forward & thanks again for leaving a review.Review
by a verified client in Cumbria
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required advice as to what to do with the offer from my final salary pension scheme, and to ensure that we have a secure financial retirement.
How has Arran Pamphilon helped you?
Recommended what schemes to put in place to ensure a secure financial future
Have you seen the outcome you were hoping for?
Too early to tell at present, policies / schemes only in place for a month.
What could they have done better?
So far, nothing
Arran:
Thank you for taking the time to leave a review, much appreciated and it's a pleasure to be working with you.