Stephen's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 67 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 8 )
Up to £50k ( 6 )
£50k - 100k ( 8 )
Repeat review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Noakes helped you since your last review?
He has helped us to transfer our investment.
Repeat review
by a verified client in Derbyshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Noakes helped you since your last review?
Stephen has given verbal advice when contacted.
Repeat review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Noakes helped you since your last review?
He has updated us on performance of our plans and given us advice to protect income in the short term . He is always quick to come back to me with answers to questions .
Repeat review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Noakes helped you since your last review?
Reassurance
Repeat review
by a verified client in Derbyshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Noakes helped you since your last review?
I receive a yearly update from Stephen and this is followed up with a telephone conversation.