Neil's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 23 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 22 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 3 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 6 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

First impression

by a VouchedFor user

6 years ago

Overall

Please provide a brief comment about your experience with Neil

have yet to meet Neil but he sounds o.k. seeing him at the end of the month

First impression

by a VouchedFor user

7 years ago

Overall

Please provide a brief comment about your experience with Neil

Neil was excellent and very professional, it turns out that I may not need to use his services after discussions with him.

Neil:

Thank you for leaving this impression David. It is important that anyone considering taking advice is give appropriate guidance on what is available an possible outcomes before making a financial commitment.
First impression

by a VouchedFor user

7 years ago

Overall

Please provide a brief comment about your experience with Neil

A

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Neil

Neil layed out the various options and relative benefits clearly. He suggested several options which I had not previously considered. We determined that I could retire when planned.

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Neil

Did not contact to arrange review.

Neil:

Unfortunately, the enquiry made to me by email, slipped under our radar and I did not respond to it. I regret this indeed as I would value his business and I believe he would have valued my advice.