Stuart's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 19 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 30 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 7 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Putting our financial affairs in order after selling our house
How has Stuart Hutton helped you?
In all the usual ways that you would expect a financial advisor to help and by being totally charming – and Matt as well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I think we’re very happy with the advice that we’ve been given and the approach that they have
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received two inheritances and needed help on how to make the best use of the money at a time when inflation was outstripping interest rates. We also needed retirement planning advice.
How has Stuart Hutton helped you?
He has been very helpful in advising us about how to approach investing. He offered clear, concise advice tailored to our circumstances. He also gave us helpful advice on retirement planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/a
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice about investment
How has Stuart Hutton helped you?
Great advice in ethical funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in marital status. Investment of income.
How has Stuart Hutton helped you?
See above statement. Inheritance income to be invested. Long term management of income from invested income after retirement from work.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nil of note
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone who understood the financial markets and was honest and straightforward
How has Stuart Hutton helped you?
With financial planning, pension options and tax efficiency
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think there is anything