Neil's reviews
Reviewed for
Insurance and Protection ( 15 )
Pensions ( 96 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 57 )
Auto Enrolment ( 1 )
Investments and Savings ( 83 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 20 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 32 )
Financial Mentoring ( 8 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 13 )
£100k - £200k ( 8 )
£50k - 100k ( 4 )
Up to £50k ( 10 )
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on what to do with my Standard Life pension pots
How has Neil Smith helped you?
He helped me find another pension provider which will be more beneficial to me going forward. Neil gave me great clear advice complete with comparisons of my existing to new provider, so that along with his advice I could make a clear and informed decision with no pressure.
Have you seen the outcome you were hoping for?
Yes, my pension has been transferred and it was done quickly and very professionally.
What could they have done better?
Nothing
Neil:
Hi Roger, Many thanks for the kind review. It is very much appreciated. Kind regards, NeilRepeat review
by a verified client in South Yorkshire
9 months ago
Overall
Advice
Service
Value
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?
Continues to provide a professional and friendly service
Neil:
Hi Brian, Thank you for the kind review. Much appreciated. Kind regards, NeilRepeat review
by a verified client in Yorkshire
9 months ago
Overall
Advice
Service
Value
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?
He has guided me through to retirement
Neil:
Hi David, Thanks for the kind review. It is very much appreciated. NeilRepeat review
by a verified client in Derbyshire
9 months ago
Overall
Advice
Service
Value
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 a very reliable person who knows exactly what I am looking for in our dealings. He is always available to me and I do make use of his expertise and has such my investments are growung nicely.
Neil:
Hi Colin, Many thanks for the kind review. It is very much appreciated. Kind regards, NeilRepeat review
by a verified client in Kent
9 months ago
Overall
Advice
Service
Value
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?
He has helped me prepare and explain the next steps leading into my up and coming retirement.
Neil:
Hi David, Thanks for taking the time to leave me a kind review. It is very much appreciated. Kind regards, Neil