Ryan's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 5 )
Up to £50k ( 10 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Essex
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to consolidate various pension pots and achieve maximum growth on my savings in the most tax efficient way.
How has Ryan Eaton helped you?
Ryan took the time to understand my ultimate goals and recommended the most suitable products to achieve the best returns.
Have you seen the outcome you were hoping for?
Given the current economic climate, I feel the outcome has been very satisfactory.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to seek an adviser regarding monies that I had received following retirement from work.
How has Ryan Eaton helped you?
With his excellent knowledge and experience Ryan has provided me with a investment portfolio.
Have you seen the outcome you were hoping for?
Yes there has been a positive outcome to date but I see this as a long term investment plan with Ryan’s support.
What could they have done better?
I don’t feel Ryan could have improved on the help, advice and service he has provided me.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Cash lump sum advice following early retirement and ongoing financial advice.
How has Ryan Eaton helped you?
Scoping of finances post retirement , detailed cash flow analysis ; retirement financial planning and investments.
Have you seen the outcome you were hoping for?
To date yes, but my investments are for the longer term.
What could they have done better?
Nothing.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am almost at retirement age and had two pensions that I needed some advice on how best to manage them.
How has Ryan Eaton helped you?
Ryan came to my home and sat and explained the best options on what to do with them.
Have you seen the outcome you were hoping for?
Yes, I was fully satisfied with the outcome. He helped me with a cash flow retirement plan, including forecasts and risk assessments for the future.
What could they have done better?
Nothing. Ryan was completely professional, and explained everything in detail. He couldn’t have done anymore. It made me feel very confident in the advice he gave me.
Review
by a verified client in Essex
5 months ago
Overall
Value
Advice
Service
What were the circumstances that caused you to initially look for an adviser?
To find someone who knows what the needs are for my circumstances.
How has Ryan Eaton helped you?
Ryan has put me on the right thing to do going forward.
Have you seen the outcome you were hoping for?
Yes and I’m pleased for what he has done.
What could they have done better?
Not sure if there was more for him to do as this is only the first year.