Sylvia Bentham

Sylvia Bentham

One Four Nine Wealth Limited

Sylvia's reviews

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 2 )

Pensions ( 75 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 58 )

Auto Enrolment ( 1 )

Investments and Savings ( 97 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 30 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 54 )

Financial Mentoring ( 8 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 19 )

£200k - £500k ( 30 )

£100k - £200k ( 13 )

Up to £50k ( 5 )

£50k - 100k ( 5 )

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

Investments

How has Sylvia Bentham helped you?

Increased our investments and ensured they were tax efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

Investing money

How has Sylvia Bentham helped you?

She made sure our investments were tax efficient and our money increased in value.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

I needed a trustworthy financial advisor and friendly service to help deal with my compensation award. My personal circumstances meant that I needed a long term financial plan to give me and my family security as I can no longer work anymore.

How has Sylvia Bentham helped you?

Sylvia has helped me structure a lifelong financial plan. I now feel completely secure.

Have you seen the outcome you were hoping for?

Yes, we enjoy a financial freedom now and know that a call from me regarding my finances will be dealt with in a timely fashion.

What could they have done better?

Nothing.

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

I needed professional help with my investments

How has Sylvia Bentham helped you?

She has given advice on and managed my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Currently not aware of anything that could have been done better

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

I wanted help in investing a lump sum

How has Sylvia Bentham helped you?

Has managed my funds very professionally for many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of any improvement