Wayne's reviews
Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 31 )
Pensions ( 99 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 21 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 41 )
Financial Mentoring ( 9 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 24 )
£100k - £200k ( 13 )
( 1 )
£50k - 100k ( 13 )
Up to £50k ( 11 )
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We initially met Wayne when he was working for Prudential and have used Wayne as our financial advisor ever since (circa 25-30 years).
How has Wayne Smith helped you?
Wayne has recently advised on the consolidation of my pensions, and advised on pension withdrawals and long term savings
Have you seen the outcome you were hoping for?
Yes, completely satisfied!
What could they have done better?
I am completely satisfied with the service that Wayne provides.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions and needed advice on what to do with them.
How has Wayne Smith helped you?
I contacted Wayne and he advises a course of action which we took and combined them into one pot. Very happy with the advice and the work in pulling them together.
Have you seen the outcome you were hoping for?
The outcome has exceeded what I was hoping for.
What could they have done better?
Nothing really.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To organise multiple pensions
How has Wayne Smith helped you?
He has given me honest sound advice on my pensions and the options I have
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing I can think of
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was beginning to plan for a retirement and had been paying into a private pension for many years. I wanted advice on how to make the best of my investments during my retirement.
How has Wayne Smith helped you?
Yes, Wayne has been very useful. We have an annual review and go over my investment plans for the future and any changes in my current situation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Wayne has always been very frank and open with me as to what I can expect and nothing is done without full consultation and my agreement.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wayne was working for Prudential when we first had advice from him. We were very happy to carry on using him when he went independent and have been very happy and confident with his help and advice since
How has Wayne Smith helped you?
Wayne helped me greatly with my finances when my husband passed away last year. I know I can always ask his advice
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Going by my personal experience I can’t think of anything that Wayne could improve on