Stephen's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 7 )
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Stephen May helped you?
Advise & explaining on retirement plans. Consolidating my pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and investments are not my field of expertise and I wanted someone whom I felt could handle this for me
How has Stephen May helped you?
He helped me to clarify my thoughts and answered my questions.
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
I can't think of anything that was not dealt with to my satisfaction
Review
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am near retirement age and I was so scared of being scammed so I needed advice which I got by going through the unbiased website on gov.uk. But if I was approached by a friend I would have no problem recommending Stephen May or the company he works for.
How has Stephen May helped you?
Stephen May took the time and patience to come to my home discuss with me my options and advise me on how this would be achieved.
Have you seen the outcome you were hoping for?
Yes I have, I am very pleased with all the work and my outcome. It has been very reassuring.
What could they have done better?
I cannot fault Stephen May.
Review
by a verified client in Hertfordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needed advice
How has Stephen May helped you?
Yes. Stephen clarified some very technical issues in a simple to understand way.
Have you seen the outcome you were hoping for?
So far
What could they have done better?
Nothing i can think of
Review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and some help to make my money grow a bit faster than the bank .
How has Stephen May helped you?
He has made good investments
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
Not sure but they have not lost me anything.