Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 75 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 106 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 25 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 66 )
Financial Mentoring ( 13 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 39 )
£100k - £200k ( 16 )
Up to £50k ( 4 )
£50k - 100k ( 8 )
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How to invest for the future
How has Ben Burgess helped you?
Ben is very approachable and friendly and given me sound advice on how to manage my money
Have you seen the outcome you were hoping for?
Yes, up to now the outcome is good
What could they have done better?
Nothing as far as I know at present
Ben:
Thanks Viv. I do hope all is ok ? Really appreciate the feedback. If you need anything please feel free to get in touch.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Ben
Professional
Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were with a previous advisor who retired and passed his business on
How has Ben Burgess helped you?
He has always been available to answer any questions
Have you seen the outcome you were hoping for?
Yes I think so
What could they have done better?
Nothing
Ben:
Many thanks for the feedback Stephen, really appreciated!!Review
by a verified client in Worcestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We moved to a different location and wanted a local financial advisor, who we could meet in person
How has Ben Burgess helped you?
Ben has taken care of moving all my pensions into one pool
Have you seen the outcome you were hoping for?
This is currently in progress
What could they have done better?
So far everything is going fine
Ben:
Many thanks for the feedback Steve! Really appreciated,Review
by a verified client in Gloucestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with financial planing.
How has Ben Burgess helped you?
Good understanding of personal circumstances, help with financial planing.
Have you seen the outcome you were hoping for?
Yes.
Ben:
Thankyou for the the nice comments! Its really appreciated.