Ashley Hewitt

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Advice on a pension and income from investment

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Giving excellent advice

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Same as 2014

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

We have an annual review with Ashley, he is always very open, honest and well prepared. We trust and act upon his advice.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley has helped by investing my money with 3 providers, which are providing a monthly income. He has also provided advice on my NHS pension.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Received first class service. Learnt so much more about "tax"!! One pension provider was pretty straight forward, another required Ashleys input as a professional to get things moving quicker. Thankfully, everything is now completely resolved. I will continue to require Ashleys advice in the future.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley helped me through the process of combining some pensions so they become more manageable and with the process of taking tax free lump sums. Annuities were discussed in preparation for when I am ready to draw upon these.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

I contacted Ashley earlier this year to make a withdrawal

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Recent contact was in relation to pension planning and management on maturity of private pensions...as always very supportive and clear explanations left us feeling safe and secure in our decision making

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Feedback on our investments

What were the circumstances that caused you to initially look for an adviser?

Due to retire from the NHS in March. I have an NHS and private pensions, was soooh confused what to do for future planning

How has Ashley Hewitt helped you?

He greatly alleviated my fears and concerns. He was very professional and knowledgeable regarding the options available. He allowed me to make what I feel, is the right decision for me.

Have you seen the outcome you were hoping for?

Absolutely yes!;

What could they have done better?

Everything was professional and perfect .

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley has continued to supply myself and my husband with relevant information in regard to our savings and investments. He has offered us advice and guidance when needed and respected our decisions

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley has kept me up to date on my pension/investment and has given more advice for future planning.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

My father died in July 2022, and I inherited half of his estate. I needed advice on the best way to invest some of the money to give me an income to supplement my pension, which I will receive in early 2024.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Several communications concerning my investments.

What were the circumstances that caused you to initially look for an adviser?

Losing to much money from Pension Provider

How has Ashley Hewitt helped you?

Changed Pension Provider and Investments have done really well and has always Annually reviewed the the progress and informed myself if any changes needed to improve the pension. Always been there to answer any questions or things I was not sure about.

Have you seen the outcome you were hoping for?

Absolutely, especially as the last 4 years when corvid and also the Invasion of Russia hit stocks and share prices went down somehow he managed to keep my pension shares at a good level of investment which as now reflected in my annuities pension just being set up after have been on Drawdown for a number of years.

What could they have done better?

Cannot fault Ashely he is so professional and friendly Hard to find how he could Improve.

Please provide a brief comment about your experience with Ashley

Ashley, is very personable and I felt very much at ease with him. I understood his explanations in reference to investments.

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Ashley Hewitt helped you?

Analysing our assets, recommending and enacting changes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Ashley

Very knowledgeable. Very professional. Friendly. Not pushy.

What were the circumstances that caused you to initially look for an adviser?

Advice on pension investing

How has Ashley Hewitt helped you?

Explained clearly how our investments will work to ensure the best outcome also helped us to complete our risk profiles.

Have you seen the outcome you were hoping for?

In previous years yes, but since Covid we have been a bit disappointed about the decrease of our investment but we know that this is because of the pandemic and not down to Ashley.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Ashley Hewitt helped you?

Ashley helped me organise a monthly pension drawdown plan to enable me take early retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley has continued to offer great advice and share his extensive financial knowledge with me. He is a very good listener and considers all relevant factors when gibbing his advice.

What were the circumstances that caused you to initially look for an adviser?

I had lasting power of attorney for my father, and needed advice on his investments.

How has Ashley Hewitt helped you?

Ashley carried out a complete review of the investment portfolio and recommended a different asset management organisation.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

I have been a client of Ashley’s since the 1990’s. He maintains regular contact and if I need anything in between visits he responds promptly and deals with any request I may make.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

I had a recent annual review with Ashley to look at a number of savings products and two small pensions I have in place with a well-known national pension provider. I needed some advice from Ashley in view of the current Economic crisis and how some poor performing markets have affected the products I have in my investment portfolio. Ashley was able to give me advice and reassurance about the pension products and the savings and investments I have with other providers. His advice was clear and concise and it was very clear to me that he had done his research prior to our meeting. He even took a call from America that morning about one of my investments ,to get the most up to date information which he could then feed on to me. I was extremely satisfied and impressed with the information and advice I received from Ashley and would have no hesitation in recommending him to friends and family and to anyone needing financial advice.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Responded promptly and reviewed investments

What were the circumstances that caused you to initially look for an adviser?

Concern about retirement planning

How has Ashley Hewitt helped you?

Extensively! Mainly facilitating investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Responded quickly to our request.

What were the circumstances that caused you to initially look for an adviser?

Neede to invest large sum of money

How has Ashley Hewitt helped you?

Assessed our attitude to risk and proposed a suite of products that give us the right balance of growth and security

Have you seen the outcome you were hoping for?

Not yet, but this has nothing to do with Ashley's advice and everything to do with the current Global situation.

What could they have done better?

Can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

Recent retirement

How has Ashley Hewitt helped you?

Investing lump sum of money

Have you seen the outcome you were hoping for?

Not currently due to global economy

What were the circumstances that caused you to initially look for an adviser?

Long term planning. Making the most of my existing finances with a view to altering them to potentially provide earlier/more applicable draw down. To check that the plans I have in place are the best I can hope for.

How has Ashley Hewitt helped you?

With all of the above. Everytime I meet with Ashley, he explains everything in an understandable and honest manner. I have approached Ashley at different times to ask questions and gain extra advice and he is always thorough and deeply helpful, even with the 'silly' questions. It always feels like a collaboration with Ashley.

Have you seen the outcome you were hoping for?

As well as can be hoped in the current financial upheaval. Ashley is very honest about the market forces.

What could they have done better?

I am extremely happy and very comfortable with Ashley and as far as I am concerned there is nothing that could have been done better.,

What were the circumstances that caused you to initially look for an adviser?

Seeking pension advice for early retirement

How has Ashley Hewitt helped you?

Recommended a pension plan that met all of my requirements, which has allowed me to retire early and maximise my savings pot.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I was retiring from the NHS and needed advice.

How has Ashley Hewitt helped you?

I now have arrangements in place and feel more secure.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Had a big pension pot I couldn’t manage on my own

How has Ashley Hewitt helped you?

He lad me through the process of investing a large pension pot

Have you seen the outcome you were hoping for?

No

What could they have done better?

If the markets had been better and the idiot in Russia hadn’t done what he did the pot I have would been a lot better

What were the circumstances that caused you to initially look for an adviser?

Wanting to make sure that my children were secure after my death. So wanting advice about inheritance tax and forward planning.

How has Ashley Hewitt helped you?

Wanting to make sure that my children were secure after my death. So wanting advice about inheritance tax and forward planning.

Have you seen the outcome you were hoping for?

Yes most definitely. I now have peace of mind that I have done the best I can with the help of Ashley to secure my future investments.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Ashley has years of experience and we were quickly at ease knowing that we were in safe hands. His credibility in his industry assured us that Ashley would give us the guidance that we were needing and also the fact that he would continue to manage our finances going forward means we will always be aware of our financial situation. I was recommended by a friend to speak to Ashley and I would have no hesitation in recommending his services to others.

How has Ashley Hewitt helped you?

Consolidation of pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Initially, when I retired, in order to manage finances and provide some future proofing with investments, and longer term planning.

How has Ashley Hewitt helped you?

Risk assessment, consideration of options, identifying priorities, organised opening of new investment accounts, and saving policies.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot identify any area that was not covered in detail.

What were the circumstances that caused you to initially look for an adviser?

Ashley Hewitt was recommended to me by a friend when I was looking for advice on my pensions.

How has Ashley Hewitt helped you?

Ashley Hewitt provided his knowledge and expertise to give me some really good advice on my pension investments.

Have you seen the outcome you were hoping for?

I have already seen a benefit regarding the reinvestment of one of my pensions.

What could they have done better?

I can't think of anything that could have been done better.

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ashley Hewitt helped you?

Advice regarding investment of lump sum

Have you seen the outcome you were hoping for?

Too recent to comment

What were the circumstances that caused you to initially look for an adviser?

I have power of attorney for my father's finances and needed advice on his investments prior to his move into long-term residential care.

How has Ashley Hewitt helped you?

Ashley conducted a thorough review of my father's investments and savings, and recommended a move to a different asset management organisation. He also explained the different options available to fund my father's care.

Have you seen the outcome you were hoping for?

Yes definitely. I am very grateful to Ashley for all his hard work, and for keeping me informed throughout the transfer process.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

I had contact with Ashley recently. He answered my email promptly and provided the information I required to my satisfaction.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

He has continued with the same level of assistance re our financial affairs as per our last review. My wife and I are now in our 70's and looking to keep our pension scheme well maintained and optimized as we still find ourselves to be in good health. Ashley is always there in the background ensuring that we do not lose out and is always available for consultation over any problems we may realize due to changes in legislation.

What were the circumstances that caused you to initially look for an adviser?

My husband was retiring and we needed some guidance and help.

How has Ashley Hewitt helped you?

He assessed what we held already and showed us ways to achieve our objectives.

Have you seen the outcome you were hoping for?

Yes I believe we have so far.

What could they have done better?

Nothing that I can think of.

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement we needed financial guidance on how best to invest our funds.

How has Ashley Hewitt helped you?

He pointed out one or two issues of which we would have been unaware and made recommendations for investment.

Have you seen the outcome you were hoping for?

Taken as a whole, yes.

What were the circumstances that caused you to initially look for an adviser?

In January 2020, at the age of 55, I was ill health retired and very quickly found myself swamped by the various options open to me with regard to buying a pension product.

How has Ashley Hewitt helped you?

I had a number of pension pots from 4 different employers over the years and Ashley's expertise was absolutely invaluable to me. Through his experience and knowledge of pension products, Ashley was able to find me a product which delivered an extremely comfortable pension, which has given me the financial security I was seeking for the time I have left. This security is extremely important to me, which was a point Ashley understood and was sympathetic towards. Ashley is extremely professional and knowledgeable but also has a personal side and was very supportive during all my meetings with him. He also advised me on a number of financial investments and I have regular annual reviews with him to ensure that my investments are working well for me.

Have you seen the outcome you were hoping for?

The pension product Ashley found for me delivered an annual income more than 3 times greater than any of the traditional products I had access to. Without Ashley's help, I know I would not have been as financially secure as I am now. All the investment products Ashely recommended are delivering the projected profits and I am very happy with how they are progressing.

What could they have done better?

I cannot think of one thing Ashley could have improved on. I would highly recommend Ashley to anyone looking to invest or looking to buy a pension product.

What were the circumstances that caused you to initially look for an adviser?

Sale of house & release of equity

How has Ashley Hewitt helped you?

Advice on various pensions Advice on savings & investments

Have you seen the outcome you were hoping for?

Early days as yet in terms of returns & not drawing pensions yet

What were the circumstances that caused you to initially look for an adviser?

Mainly retirement planning and general financial review

How has Ashley Hewitt helped you?

In a number of ways. Transferred an underperforming pension and set up new investments. Has given other general advice

Have you seen the outcome you were hoping for?

Yes, so far so good

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Keeping me in the picture on all my investments

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

He has given us truthful advice regarding our investments and assisted us with the changes that we wanted to make. He has reassured us that he will keep us informed of any future issues that may occur with our investments due to the current climate. We are very happy with the level of service that he supplies and are confident with that he provides us with sound advice.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley’s advice regarding updating insurance has proved highly valuable. He’s very approachable and quick to reply.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Still very helpful although we would have appreciated some verbal contact during the last year. We realise it has been lockdown but a courtesy phone call would have been appreciated

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

The regular cash payments from the immediate care annuity that Ashley arranged for my father improved his quality of life enormously during his final years of life as I was able to pay for external care for him. Ashley has always been approachable, friendly and professional in his financial dealings. He assessed my attitude to investment risk and advised me on the correct level of investment in the best financial product on the market to meet my needs. The further cash funds I invested on his excellent advice covered the initial financial outlay for the annuity in a timely manner. I have always paid for IFA advice by commission and Ashley's charges are transparent and very good value for money. I highly recommend Ashley as an IFA provider of financial advice regarding immediate care annuities.

What were the circumstances that caused you to initially look for an adviser?

We are in our mid 50's and wanted to financial/investment advice regarding retirement planning.

How has Ashley Hewitt helped you?

He provided, sound, clear, understandable advice and set up investment ISA's for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service provided was excellent and I have no hesitation in recommending Ashely Hewitt.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

No help required since my last review.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Like many people, we have been concerned about our investments in view of the financial uncertainties of the the current situation. Firstly, the product which Ashley had recommended to us had fared better than we anticipated, and secondly, he was able to give us reassurance concerning the longer term picture.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

I have been with Ashley for quite a number of years I worked for the NHS and he was recommended by them. I thought if they recommended him he must be ok, as financial investments can be a mind field and you hear of some terrible stories of of bad investments. Ashley has always been honest and open he explains things so we can understand. We have trusted him with our Pensions and Life savings as we are now retired and have always felt confident that he was taking care of our money.

This review is a follow-up review from a client who left a review previously.

How has Ashley Hewitt helped you since your last review?

Ashley has recently helped me to efficiently draw out monies without paying income tax from an Investment Savings Bond that he helped me to set up some time ago. He continues to review my portfolio every 6 months and still advises on making appropriate changes to optimize its performance as required. I still receive a 6 monthly written report via e-mail on my investments performance, and which is clear and easy to understand.