Steve's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 64 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 31 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 33 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Dumfriesshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
We discussed my savings and goals and needs
Steve:
Thank you for your kind review, a pleasue and privelidge to advise you!Repeat review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
Steve has consistently advised myself and my late mother to ensure my family's financial best interests have been protected and promoted. Steve brings a wide, deep and long view to financial planning, but always provides a genuine personal touch. Financial advice from Steve is about more than just figures and is about the whole person too, and Steve has taken the time to build a genuine relationship with me. As I begin to think in detail about own children's financial future, it is reassuring to have Steve's positive manner and thorough eye for detail working alongside me.
Steve:
Thank you for your kind review. I throughly enjoy advising you and hope we can continue this for many years to come!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Steve
Friendly but professional. Informative. Clear and easy to understand.
Repeat review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
We gave reviewed our portfolio and advised us on changes to our investments.
Steve:
Always a pleasure to deal with you guys!Repeat review
by a verified client in Dumfriesshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
Excellent and considered advice on a private pension transfer.