Ian's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 7 )
Pensions ( 85 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 67 )
Auto Enrolment ( 2 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 29 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 53 )
Financial Mentoring ( 13 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 21 )
£100k - £200k ( 10 )
Up to £50k ( 2 )
£50k - 100k ( 13 )
Review
by a verified client in Suffolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to protect and increase the value of savings.
How has Ian Fraser helped you?
To understand financial planning for the future.
Have you seen the outcome you were hoping for?
Yes
Ian:
Thanks for leaving me a great review. I appreciate you taking the time to share your experience at WRS Fornham.Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension review
How has Ian Fraser helped you?
Developed a plan for my pension.
Have you seen the outcome you were hoping for?
yes - confident in the pension plan.
What could they have done better?
Nothing
Ian:
Thanks for leaving me a great review, I'm glad you're very happy with my advice and service.Review
by a verified client in Suffolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was my late father’s advisor so carried on after my mother passed
How has Ian Fraser helped you?
I am useless with financial stuff, and Ian and his team continue to guide me and I trust him
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nithingt
Ian:
Thank you for leaving me a great review. I appreciate you taking the time to share your experience at WRS Fornham.Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was coming into some inheritance and wanted advice as to what best to do with it.
How has Ian Fraser helped you?
By listening to and understanding my needs, finding the best option that suits me.
Have you seen the outcome you were hoping for?
Yes, so far so good.
Ian:
Thanks for taking the time to leave a review of my service. I'm pleased you chose to work with me and have had a good experience. I look forward to working with you in the years ahead.Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Husband passing away. He already had investments with the Company.
How has Ian Fraser helped you?
Ian is always reassuring that he and the Company have my best interests at heart, and has put my mind at rest on a tricky situation regarding the lease of my car, and early retirement.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
They could not of done better
Ian:
Thanks for taking the time to leave me a great review. It's a pleasure working with you and I look forward to providing you with ongoing advice in the years ahead.