Oliver's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 14 )
Pensions ( 98 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 5 )
Investments and Savings ( 83 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 25 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 17 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 21 )
£100k - £200k ( 20 )
£50k - 100k ( 10 )
Up to £50k ( 9 )
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Oliver
Ollie was most helpful and friendly. He was easy to talk to and was able to give me sound advice
Repeat review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Oliver Pughe helped you since your last review?
Oliver continues to provide me with excellent advice and invaluable insights, as my family circumstances and financial priorities evolve with the passage of time.
Repeat review
by a verified client in London
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Oliver Pughe helped you since your last review?
Oliver has been a great help in our planning for retirement.
Repeat review
by a verified client in London
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Oliver Pughe helped you since your last review?
Helped us to plan for retirement
Repeat review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Oliver Pughe helped you since your last review?
Since my last review Oliver has helped us through a longer transition to retirement than expected. His advice means we're now in a very good position financially., owning our property outright and with enough savings working for us to enable us to live comfortably. As before, we always find him well-informed and professional but compassionate, understanding of our particular circumstances and able to guide us to the best financial place possible. We have recommended him on a number of occasions and will continue to do so.