Steve's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 61 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 28 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 30 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 32 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Dumfriesshire
7 days 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?
Continued financial advice.
Repeat review
by a verified client in Buckinghamshire
9 days 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?
Advice in plain English, with a bit of Cumbrian candour, provided at all times, especially when the market has been wobbly.
Steve:
Thank you for your kind review!Repeat review
by a verified client in Cumbria
14 days 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?
Annual review
Steve:
Thank you for your kind review, we've been working together a long time now! Hope it continues for many years to come!Repeat review
by a verified client in Merseyside
16 days 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, continues to have my interests at heart and gives me and my family excellent, and in layman's English, financial advice.
Steve:
Thank you for your kind review, I always enjoy our conversations and look forward to working with you and the fmaily for many years to come!Repeat review
by a verified client in Cumbria
20 days 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?
Planning advice for a property purchase abroad
Steve:
Thank you for your kind review, always a pleasure dealing with you!