Heddwyn's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 35 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 13 )
£50k - 100k ( 13 )
Up to £50k ( 11 )
Review
by a verified client in Neath Port Talbot
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My private pension from work and the
How has Heddwyn James helped you?
Although my private pension was not a large sum Heddwyn made sure I had the best return for my money explaining the best way in which to invest it
Have you seen the outcome you were hoping for?
Yes without doubt
What could they have done better?
Nothing their service has been and is first class
Review
by a verified client in Neath Port Talbot
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an advisor could trust Heddwyn was recommended to me by another financial consultant who I had as a customer servicing their office machinery. As this advisor was unable to take me on as a customer because of company constraints, I asked them who they would trust with their money, without hessitation he gave details of how to contact Heddwyn.
How has Heddwyn James helped you?
He particularly helped me with difficult financial institution regarding a defined pension. Got it sorted for me getting in the process the monies left in the account. We my wife and I get annual reviews with Heddwyn and when you consider the small value of the pension he has in our opinion gone above and beyond all expectations
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
I in view of the value of my pension pot cannot see how they could have done better
Review
by a verified client in Cardiff
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Heddwyn James helped you?
Honest and professional
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My bank stopped providing advice and an individual there suggested speaking to Heddwyn.
How has Heddwyn James helped you?
Solid, sensible advice in changing times.
Have you seen the outcome you were hoping for?
Let’s hope so.
What could they have done better?
Supported a different football team. But no one’s perfect
Review
by a verified client in Carmarthenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension/ retirement advice
How has Heddwyn James helped you?
Gave me really good advice
Have you seen the outcome you were hoping for?
Yes very pleased with the outcome
What could they have done better?
Nothing. Service from Heddwyn’s be the team is always excellent