Reviewed for

Insurance and Protection ( 11 )

Pensions ( 63 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 43 )

Auto Enrolment ( 1 )

Investments and Savings ( 64 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 14 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 14 )

Financial Planning ( 13 )

Financial Mentoring ( 4 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 9 )

£100k - £200k ( 4 )

£50k - 100k ( 4 )

Up to £50k ( 6 )

Client reviews

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Yorkshire

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

How has Neil Smith helped you since your last review?

Quiet year but usual help and advice given as and when required... 24/25 will be big years to start planning retirement in detail

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

How has Neil Smith helped you since your last review?

Ongoing regular reviewing of my retirement goals and planning.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Needed to invest

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Conwy

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

How has Neil Smith helped you since your last review?

Has helped with drawdown. Always quick to respond and good advice given

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

Neil is the ultimate professional always willing to listen to me regarding what I want from him. As before and as always Neil has pointed me in the right direction over the past year and I have every confidence in him making the right decisions for us.

Neil's reply

Hi Colin, Many thanks for taking the time to leave me such a positive review. It is very much appreciated. Neil

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

How has Neil Smith helped you since your last review?

Neil is always monitoring my investments and has my long term planning under control.

Neil's reply

Hi Kevin, Many thanks for your kind review. It is very much appreciated. Neil

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

same excellent service

Neil's reply

Hi David, Thanks for taking the time to leave me a review. It is very much appreciated. Neil

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Conwy

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

How has Neil Smith helped you since your last review?

Helped with drawdown and other matters regarding pension. So reliable and trustworthy. Would recommend them to anyone. They are so helpful and knowledgeable

Neil's reply

Hi Carol, Many thanks for your kind review. It is very much appreciated. Neil

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

Investments going as well as can be expected in the present climate. Needed to access new income stream from my investments, contacted Neil had a chat and everything was put in place, no problem.

Neil's reply

Hi John, Thanks for taking the time to leave me a review. It is very much appreciated. Neil

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

How has Neil Smith helped you since your last review?

Efficient planning and organised

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Guidance on investment has delivered growth great support across all my finance portfolio

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

I had 2 company pension schemes , and was looking to review them and potentially transfer to one single pension .

How has Neil Smith helped you?

Neil has helped me transfer my 2 existing company pension schemes in to my own pension with an excellent well established pension company with the risk profile I was looking for at a reasonable cost

Have you seen the outcome you were hoping for?

Yes, without doubt. Neil is a highly qualified and very experienced professional in his field , and also very personable and straightforward person to do business with.

What could they have done better?

Nothing comes to mind really.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cheshire

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

I was seeking advice about transfer out of a defined benefit pension scheme, and general financial and pension planning

How has Neil Smith helped you?

After a very long and rigorous (and at times frustrating) process, I was able to determine that my personal circumstances supported moving out of a defined benefit scheme and Neil was able to support the process through to completion

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Charged slightly less! However, to some degree you get what you pay for and the personal service was excellent - made more difficult during the Covid pandemic

Neil's reply

Thanks for the kind review, Ian. Much appreciated. Defined Benefit transfers are expensive to transfer due to the complexities of the work involved, indemnity/liability insurance requirements, etc but trust you are happy with the outcome. Any questions, please do call me. Neil

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

Needed to invest inheritance/pension fund

How has Neil Smith helped you?

Good advice on investment

Have you seen the outcome you were hoping for?

In these difficult times yes

What could they have done better?

In better times they would have done better

Neil's reply

Thanks for taking the time to leave me your kind review, Brian. Much appreciated. Neil

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

Long term planning for retirement.

How has Neil Smith helped you?

Neil has a very structured approach that has brought stability to a volatile market.

Have you seen the outcome you were hoping for?

We would all rather do better but under the circumstances performance has been very solid.

What could they have done better?

We could all be more proactive.

Neil's reply

Many thanks for the kind review, Kevin. It is very much appreciated. Neil

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Conwy

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

Always goes above and beyond. Really trust Neil and the team.

How has Neil Smith helped you?

With pension

Have you seen the outcome you were hoping for?

Yes always

What could they have done better?

No

Neil's reply

Thank you for the kind review, Carol. Very much appreciated. Neil

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

Neil is always there at the end of the phone should you need him. Over the past year Neil has helped me with numerous different financial items and I am always grateful for his help and expertise.

Neil's reply

Thanks for the kind review, Colin. Really appreciated. Neil

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

I havn't needed to contact Neil at all in the last 12 months everything is going well with my investments.

Neil's reply

Thanks for taking the time to leave me a review, John. Neil

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

same excellent service

Neil's reply

Thanks, David. Much appreciated. Neil

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Conwy

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

How has Neil Smith helped you since your last review?

Been a great help with regard to drawdown and advice on pension. Would certainly recommend Harmony Wealth Management to anyone. Neil, Rachael and Steve are so helpful, knowledgeable and friendly. Great team.

Neil's reply

Thanks for the kind review, Carol. Really appreciated. Neil

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

How has Neil Smith helped you since your last review?

Efficient planning

Neil's reply

Thanks, Neal. Much appreciated. Neil

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Excellent support and guidance

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Neil has helped me with drawing money from my pension and also further investment.

Neil's reply

Thanks for the kind review, David. Much appreciated. Best regards, Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

annual reviews to ensure financial planning is always in touch with current & ever changing needs

Neil's reply

Thanks for leaving me a review, Andrea. Much appreciated. Kind regards Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Conwy

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

How has Neil Smith helped you since your last review?

Helped me withdraw some of my pension and also set up monthly payments for my pension

Neil's reply

Many thanks for the review and kind words, Carol. It's very much appreciated. Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

Neil has continued to provide investment advice on my portfolio.

Neil's reply

Thanks for taking the time to leave me a review, Graham. Really appreciated. Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

We have had excellent service from Neil with regards to investments.

Neil's reply

Thanks for the kind review, Jane. Glad to help. Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Neil has continued the excellent service and advise he has given to my wife and myself and we are both very happy with the service he continues to give us

Neil's reply

Many thanks David & Jayne. Your kind review really helps and is greatly appreciated. Best, Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

How has Neil Smith helped you since your last review?

Neil monitors our investments to ensure that we get the best returns

Neil's reply

Thanks for leaving me a review, Bob. Very much appreciated. Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

How has Neil Smith helped you since your last review?

Because of Covid I have not seen Neil in person , but have spoken with him by telephone I havn't required any changes to my investments.

Neil's reply

Thanks for leaving me a review, John. It is very much appreciated. Neil

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I knew of Neil before he became an I F A so it was an obvious decision when Neil set up his own company that I would join him.

How has Neil Smith helped you?

Neil has guided me through transferring my pension when it was practical to do so. He has helped me by putting money into trust for my daughter and granddaughter and helped me with all decisions regarding finance. He knows what risk we are prepared to take and advises us accordingly.

Have you seen the outcome you were hoping for?

The outcome from Neil handling our finances has been very favourable and hopefully will carry on in the same way.

What could they have done better?

To be honest I don't think that there is anything Neil could have done better he his extremely professional in everything that he does.

Neil's reply

Hi Colin & Carol Thank you so much for the kind review. It is really helpful and appreciated. Best regards, Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

How has Neil Smith helped you since your last review?

I am approaching retirement and Neil is always available for advice and reassurance.

Neil's reply

Happy to help, Richard and thanks for leaving me a review. Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

How has Neil Smith helped you since your last review?

By planning investments in my portfolio bringing the best return available in the current financial market.

Neil's reply

Good morning, Neal Many thanks for your review. It is very much appreciated. Kind regards, Neil

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

How has Neil Smith helped you since your last review?

Last review date shown is incorrect but Neil is always on hand and keeps a watch on the situation.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed a bit more of a financial income due to lack of income from my courier business

How has Neil Smith helped you?

He helped me to access my pension to help my financial situation

Have you seen the outcome you were hoping for?

Very much so Thank you

What could they have done better?

Absolutely nothing he was always communicating with me the whole process and made me feel very comfortable

Neil's reply

Pleasure to help, Richard. Thank you for the kind review. Neil

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I needed advice

How has Neil Smith helped you?

With financial advice

Have you seen the outcome you were hoping for?

Not sure what was expecting but happy with outcome

What could they have done better?

I suppose the obvious answer is to have made more money but again happy with outcome

Neil's reply

Thanks for the kind review, Peter. It is very much appreciated. All the best Neil

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Savings and investment

How has Neil Smith helped you?

Sound advice and guidance

Have you seen the outcome you were hoping for?

Given current COVID situation ,then outcome as good as it could be ...Neil was / on hand always ready to offer help and advice

What could they have done better?

Nothing that I am aware of ...happy with service provided

Neil's reply

Thanks for the kind review, Frank. It is very much appreciated. Neil

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had a few different pensions and found understanding and keeping track of them very time-consuming ang I didn't feel confident in their performance.

How has Neil Smith helped you?

Neil reviewed all my pensions and gave me a few options, he explained them all well, figured out my needs (which I needed help in figuring out!). I found that the way Neil explained things was very clear and helpful.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing that I can think of. Very happy with the service.

Neil's reply

Thanks for leaving me a review, Stuart. It is very much appreciated. Neil

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Retirement

How has Neil Smith helped you?

putting money in the right place

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Brilliant service

Neil's reply

Thanks for the kind review, John. Really appreciated. Neil

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I have used the services of Neil for over 18 years when he was employed by another Financial Services organisation. I have continued to take advice from Neil and I have not been disappointed

How has Neil Smith helped you?

neil helped me with my Savings and Investment together with my private pension

Have you seen the outcome you were hoping for?

yes

Neil's reply

Thanks for your kind review, Jill. It is very much appreciated. Let's hope 2021 brings a bit more normality. All the best Neil

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Neil

A good and informative experience which gave me the confidence to move forward with his company.

Neil's reply

Thanks for the review, Janice. It was a pleasure speaking with you today and I look forward to our next meeting. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

I have always looked for good professional help with my finances and Neil has dealt with my pension and other financial situations for my wife and I for quite some time.

How has Neil Smith helped you?

Neil has helped increase my pension plan greatley over the years I have complete faith and trust in his help and treat as a good friend.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with all the work Neil has done for me.

What could they have done better?

Neil is always on hand for advice on my financial matters I am very happy with all the work he has done for my family.

Neil's reply

Thanks for the kind review, Murray. It is very much appreciated. It has been a pleasure looking after your finances. I look forward to seeing you again at our next review. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

My private pension

How has Neil Smith helped you?

Advise due to it being linked partly to a property

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Not sure as I’m satisfied with what as been happening over the past years

Neil's reply

Thanks for your kind review, Jonathan. It is very much appreciated. Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Opportunity to invest savings

How has Neil Smith helped you?

Provided advice on savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - happy with advice so far

Neil's reply

Thanks for your kind review. It is very much appreciated. All the best Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Opportunity to invest savings

How has Neil Smith helped you?

Provided advice on best ways to invest my savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - always been helpful

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

6 years before retirement I had a number of small pensions that I was not sure how to manage. This made me worry about my income after retirement.

How has Neil Smith helped you?

Neil looked at my pensions and advised which ones to keep. He then consolidated the remaining into a higher profit fund. He also advised on my ISAs. Neil did this in a professional and friendly manner, explaining everything.

Have you seen the outcome you were hoping for?

I am more than happy with the outcome. I have had no worries regarding my pension now. I have a higher income than I would have had.

What could they have done better?

I seriously cannot think of anything that could have been done better. I am so pleased, that I have recommended my son in law to use his services.

Neil's reply

Thank you so much for your kind review, Trevor. It is very much appreciated. All the best to you and Pauline and see you at your next review. Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

The need for high quality and trustworthy advice.

How has Neil Smith helped you?

Neil provided great advice relating to savings, investments, pensions, wills and retirement planning.

Have you seen the outcome you were hoping for?

Not yet as we've been hit by the global pandemic and I'm not yet at retirement age but we're on track to meet targets.

What could they have done better?

Maybe more communication and a little more proactivity but overall very happy.

Neil's reply

Thanks for the kind review, Dean. It is very much appreciated. I look forward to seeing you at your next review but please do get in touch if you need anything in the meantime. Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Planning for the future

How has Neil Smith helped you?

Very knowledgable and easy to discuss our financial circumstances with

Have you seen the outcome you were hoping for?

Work in progress

Neil's reply

Thanks for your review, Amanda. It is very much appreciated. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

I have been with Neil Smith for over 5 years now but needed additional advice

How has Neil Smith helped you?

He dealt with the query I had

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been satisfied with the advice/service received & so cannot think of any improvements at this time

Neil's reply

Thanks for the review, Andrea. It is very much appreciated. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Suffolk

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

I needed professional independent advice for my long term goals.

How has Neil Smith helped you?

Neil recommended both my pension and investment platforms that suited my individual needs for both today and tomorrow.

Have you seen the outcome you were hoping for?

Still work in progress but on target.

What could they have done better?

Possibly more proactive on alternative investments that could offer further diversification.

Neil's reply

Hi Kevin Thanks for your kind review. It is very much appreciated. If there is anything you would like to discuss, prior to your next review, please do let me know. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was already invested with one of the big high street banks when a close friend told me about the advice and retirement plan he and his wife had in place which was set up by Neil . I made an appointment with Neil and have never looked back.

How has Neil Smith helped you?

He has given me great advise and has invested wisely which in turn has given me good returns on my funds .

Have you seen the outcome you were hoping for?

I've seen more than the outcome I was hoping for.

Neil's reply

Thanks for the kind review, David. It is very much appreciated. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

We needed help and advice on investing savings, a pension lump sum and inheritance

How has Neil Smith helped you?

We felt that the information and advice we received was explained in a way we could clearly understand and Neil is always available on the end of the phone if we need help.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

N/A

Neil's reply

Thanks for the kind review, Steve. It is very much appreciated. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

I had reached pension age and needed advice on my best options.

How has Neil Smith helped you?

I had a few low value pensions and Neil advised me to consolidate. Neil has continued to provide advice on other pensions I am now able to receive.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I’m not aware of anything that could have been done better.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Separation, taking on a mortgage and to get a better deal

How has Neil Smith helped you?

Neil gave me different options,offered me more suitable products and helped me plan for my future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There isn't anything I would change. I felt he was very professional and helpful

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Thinking about the future when younger.

How has Neil Smith helped you?

Gave his well founded advice on many subjects, especially investment and pension planning.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

At this stage, nothing I can think of as totally satisfied.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Needed help with pensions and Neil came highly recommended to us

How has Neil Smith helped you?

Neil gave great, clear advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Neil's reply

Thank you Claire, Delighted to be of assistance

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

I decided to take early retirement and needed advice.

How has Neil Smith helped you?

He provided first class advice on pensions, insurance and investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

It is hard to see what he could have done better.

Neil's reply

Thank you Brian, really appreciate you taking the time to leave such a kind review.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Worcestershire

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

To sort out a pension plan

How has Neil Smith helped you?

Neil helped me to bring my different pensions together and with a quicker than expected time frame got all paperwork sorted so I could make my future plans earlier than I thought possible

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think Neil could have done anything better Everything was explained thoroughly and professionally

Neil's reply

Thanks Steve, for the kind review. it is very much appreciated. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

I first knew Neil through dealing with my employers pension scheme and insurances. I then decided to put my pensions into one scheme and Neil advised me greatly through all this.

How has Neil Smith helped you?

Neil advised me what may be best for me with regard to my pension and later with drawdown of some of this. He made it so easy helping with all the paperwork etc - everything was explined fully and all done very quickly.

Have you seen the outcome you were hoping for?

Yes I have - and Neil was so helpful in all of this and his advice was excellent.

What could they have done better?

Nothing - he did all he could to help and advise

Neil's reply

Thanks Carol, for the kind review. It is very much appreciated. I also look forward to working with you again in the future. Please just shout if you need any help. Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Both myself and my husband had several small pensions each which were costing charges on each.

How has Neil Smith helped you?

Neil helped us both to amalgamate our pensions into one fund each, meaning less charges and easier to handle.

Have you seen the outcome you were hoping for?

Yes. We get regular updates.

What could they have done better?

Neil could not have done more to help. He was punctual, came to the house and spoke in language we understood, not jargon.

Neil's reply

Thanks Elaine, for the kind review. It is very much appreciated. Please let me know if you need anything. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

We inherited my parents house in 1990 and soled it.

How has Neil Smith helped you?

The company our solicitor interduce us to never gave reviews or statements so we moved to the company that Neil worked for.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Neil could not have done anything better. On our first meeting he talked to us and found out our needs, he explained different investments and what may or may not happen to them and recommended a plan to benefit us. When Neil set up on his own we moved with him and still benefit from his knowledge.

Neil's reply

Hi John. Thanks for taking the time to review. Really appreciate it and have taken your comments on board. Please let me know if you need anything before our next review. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking for a way to make money work best for me.

How has Neil Smith helped you?

Advised me how to invest.

Have you seen the outcome you were hoping for?

Not as yet as I've not invested but I will be doing

Neil's reply

Thanks, Jane. That's great. Speak soon. Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cheshire

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

As I moved through my career with different employers, it seemed to me that the disparate pension arrangements needed to be examined. I needed good advice on the best way to proceed. I met Neil initially through his insurance work and I was always impressed with how thorough he is.

How has Neil Smith helped you?

We discussed which pensions were advantageous to leave where they were and which would be best consolidated into a new Self Invested Personal Pension, to which I could flexibly add contributions, or transfer a Company Pension, should I move again through my career.

Have you seen the outcome you were hoping for?

The very balanced and truly independent way that Neil recommended we proceed with Pension Investments produced reduced management costs and consistently good returns. This has resulted in a substantial fund in my SIPP, which I was able to flexibly access at 55.

What could they have done better?

I really have no suggestions of improvement to offer, the service has been flawless.

Neil's reply

Thanks Philip for your kind review. It is really appreciated. Please let me know if I can help any further. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Suffolk

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

Finances needed sorting out.

How has Neil Smith helped you?

Successfully sorted tbem out.

Have you seen the outcome you were hoping for?

Definately.

What could they have done better?

Got to know me sooner.

Neil's reply

Thanks Keith for the kind review. It is very much appreciated. Please let me know if there is anything further I can help with. Cheers Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

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

Staff changes at our previous advisors led us to look for change. Neil was recommended by another satisfied customer so we went with him.

How has Neil Smith helped you?

Sorted out a series of pensions by creating a single, excellent package. Advised on ISA's and this has proven very beneficial.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Response to issues have always been swift and proactive.

Neil's reply

Thanks Steven, for the kind review. Delighted I could help. Kind regards Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

Retiremant

How has Neil Smith helped you?

Finance and pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Always satisfied

Neil's reply

Thanks Bob, for the kind review. Very much appreciated. All the best, Neil

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Very poor interest rates at local banks. Upcoming retirement. Investment of deceased parents property.

How has Neil Smith helped you?

Helped with our attitude to risk etc in our investments, and invested to suit our needs. Gave clear advice regarding stocks and shares, including risks etc. Advice in choosing Annuity Pension. Advice in drawing up our Wills.

Have you seen the outcome you were hoping for?

Very pleased with the outcome, wish we had met Neil sooner!

What could they have done better?

Cannot think of anything Neil could have improved on we get regular portfolio updates and statements.

Neil's reply

Thanks for your kind review, Ian. It is really appreciated. Please let me know if I can help with anything further. Best, Neil

Review from verified client

November, 2020