Steven's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 14 )
Pensions ( 78 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 83 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 7 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 39 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 19 )
£100k - £200k ( 14 )
Up to £50k ( 10 )
( 2 )
£50k - 100k ( 16 )
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with our finances and have had a financial advisor for most of our married life
How has Steven Sasimowicz helped you?
Has kept us up to date with our finances and suggested ways to keep our savings bringing in the best investments for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We have been satisfied with all the information given
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money left to me that I wanted to invest.
How has Steven Sasimowicz helped you?
Gave me good, sound advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To draw down my pension
How has Steven Sasimowicz helped you?
Steve gave me information and help to decide the best way forward and undertook all the work involved
Have you seen the outcome you were hoping for?
I have seen the outcome I was hoping for plus extra on the decisions I made based on information he provided
What could they have done better?
I am happy with everything and know if I need any advice on any decisions I make Steve is available to help and support
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to invest our savings and receive the best financial advice
How has Steven Sasimowicz helped you?
Steven advised me on the best companies to invest my money in to get the best returns
Have you seen the outcome you were hoping for?
Steven’s advice meant that we could invest in the most suitable companies and I am very happy with the returns we are receiving
What could they have done better?
I am happy with Steven’s advice.
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting advice on investing our savings and advice on my pensions
How has Steven Sasimowicz helped you?
Steven advised me on which companies to invest in , and where to get the best returns.
Have you seen the outcome you were hoping for?
Yes I have been very happy with the returns.
What could they have done better?
I am very happy how everything has gone , I have had excellent advice.