Neil's reviews
Reviewed for
Insurance and Protection ( 15 )
Pensions ( 95 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 56 )
Auto Enrolment ( 1 )
Investments and Savings ( 83 )
Pension Transfers - Non Specialist ( 21 )
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 )
Repeat review
by a verified client in South Yorkshire
a month 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
a month 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
2 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
2 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, NeilRepeat review
by a verified client in Yorkshire
2 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 continues to provide excellent service, continually reviewing and adapting our investments. He is really personable and no question is a stupid question!
Neil:
Hi Claire, Many thanks for the kind review. It is very much appreciated. Kind regards, Neil