Neil Smith

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?

Professional advice and assistance on any financial matter.

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?

Giving good advice and always considering my future needs

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 proactive to my requirements and long term financial planning.

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 available to me and I do contact him on a continuous basis he always puts my mind to rest on my problems.

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 draw up a new pension

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?

Always available to give advice and answer any questions

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?

Beyond the excellent service I have always had personally from Neil, I have been happy to repeatedly recommend him to Friends and Family.

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 assisted in purchasing 3 annuities and managed our pensions.

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?

Always quick to respond and deal with any queries

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?

Always helpful with advice for personal circumstances

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?

Reviewed and adapted our investments

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?

Yes on a couple of occasions. He is very knowledgeable and eager to help. Always quick to reply and I feel confident in him helping you in the best way possible

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?

Have had no reason to speak to Neil as all seems fine.

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 review as always and advice if/ when required.

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 always given good advice over the many years I have known him. . I completely trust him and his employees. Would certainly recommend him to anyone.

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?

Always available when you have questions

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 received advise from Neil on inheritance tax matters recently.

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

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.

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

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

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.

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.

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

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

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.

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

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

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.

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

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.

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

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

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.

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.

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

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.

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

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

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.

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

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

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.

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.

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

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

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.

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.

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.

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.

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.

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

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

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

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.

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

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

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.