Oliver's reviews
Reviewed for
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed for the pension plan
How has Oliver Tuffy helped you?
pension advisor
Have you seen the outcome you were hoping for?
so far
What could they have done better?
who knows ??
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed the advice of a professional adviser for deciding on the best options for a pension fund.
How has Oliver Tuffy helped you?
He has kept me advised about all criteria that can affect my pension.
Have you seen the outcome you were hoping for?
Yes, Oliver has been excellent in breaking down the advantages and threats to my pension fund.
What could they have done better?
None. Oliver has kept me informed about how outside forces that may impact my pension.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jackie worked for British Gas since leaving school,and was made redundant, the pension which she was offered was much lower than thought,We were offered a higher amount to leave the pension scheme but we would have to find a financial advisor because the amount was higher than first thought.
How has Oliver Tuffy helped you?
He has guided us what we should do and how to look after our pension,for now and the future.
Have you seen the outcome you were hoping for?
Yes certainly
What could they have done better?
Nothing everything all running very smoothly
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Oliver Tuffy helped you?
Oliver has been easy to talk to, and speaks financial language that is straightforward and simple to follow yes
Have you seen the outcome you were hoping for?
Yes. My investments, over the last couple of years have been influenced by unforeseen global matters, that have, until recently driven markets down. I think my fund has performed as well as could be expected, in the circumstances.
What could they have done better?
I don’t know
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was taking early retirement and needed an advisor who could guide and give advice on the transfer of my works pension pot as I knew my company pension scheme was not right for me.
How has Oliver Tuffy helped you?
Oliver has helped me achieve my goal of transferring my company pension pot to another independent pension provider , he has provided on going advice and assistance when I need it.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
In my case nothing, very happy with proceedings to date