Dominic Fallon

Dominic Fallon

Sovereign Wealth Ltd

Dominic's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 1 )

Pensions ( 44 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 32 )

Investments and Savings ( 57 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 14 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 13 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 10 )

£100k - £200k ( 9 )

Up to £50k ( 4 )

( 1 )

£50k - 100k ( 5 )

Review

by a verified client in Leicestershire

a month ago

Overall

Advice

Service

Value

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

Investing money for pension

How has Dominic Fallon helped you?

Fantastic makes it easy to understand

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

Nothing

Review

by a verified client in Nottinghamshire

2 months ago

Overall

Advice

Service

Value

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

Protecting hard earned monies

How has Dominic Fallon helped you?

Gave good advice and produced solutions for wealth management

Have you seen the outcome you were hoping for?

Slowly but surely

What could they have done better?

Nothing really. Very satisfied

Review

by a verified client in Derbyshire

2 months ago

Overall

Advice

Service

Value

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

We already had a portfolio with a large banking chain but were interested in other options and a more tailored service and advice

How has Dominic Fallon helped you?

Friendly, very knowledgeable and easy to get a long with and inspiring confidence to change to a more bespoke service.

Have you seen the outcome you were hoping for?

Regular updates and reviews are at this stage suggesting the outcomes will be what we are hoping for however as with all investments, much depends on the global economy for their performance

What could they have done better?

All seems good, no perceived issues or concerns currently

Review

by a verified client in South Yorkshire

2 years ago

Overall

Advice

Service

Value

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

Following retirement we had funds which we wanted to invest.

How has Dominic Fallon helped you?

Dominic has helped us with risk assessment and fund management.

Have you seen the outcome you were hoping for?

At times , yes.

What could they have done better?

Nothing I can think of.

Review

by a verified client in South Yorkshire

2 years ago

Overall

Advice

Service

Value

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

I am not experienced in financial investment

How has Dominic Fallon helped you?

He has helped to organise my investments.

Have you seen the outcome you were hoping for?

-ish