Eamonn's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 17 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 6 )
Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and financial security for the future
How has Eamonn Prendergast helped you?
Offered sound and practical advice on planning our financial future
Have you seen the outcome you were hoping for?
Not yet
Review
by a verified client in Kent
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement
How has Eamonn Prendergast helped you?
Eamonn held meetings with us so he understood our requirements, investigated the pros and cons of our existing financial products, including our pensions, and report which should be retained and which transferred. It took time to get information from some big pension suppliers but he stuck to the task?
Have you seen the outcome you were hoping for?
Our retirement plans are now aligned with our wishes
What could they have done better?
Nothing I can identify
Eamonn:
Thank you for your kind feedback — I really appreciate you taking the time to share your thoughts so early on in the process. It’s great to know that you’ve felt supported and well-informed from the outset.Review
by a verified client in Middlesex
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a trusted financial planner. Eamonn was recommended to us by a friend.
How has Eamonn Prendergast helped you?
Eamonn helped to clarify the direction our future financial planning should take. He made clear what options were available and their probable outcomes.
Have you seen the outcome you were hoping for?
On going, but things look positive.
What could they have done better?
Nothing!
Eamonn:
Thank you for taking the time to leave a review. I’m really pleased to hear you’ve found our work helpful and that you feel more confident about your financial plans. It’s always rewarding to know that the support I provide is making a difference.Review
by a verified client in West Sussex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When my wife and I retired.
How has Eamonn Prendergast helped you?
General financial planning for the future. Pension transfer. Wealth management e.g. investment, tax information, dividends from my company, stock market etc.
Have you seen the outcome you were hoping for?
definitely yes
Review
by a verified client in Essex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted help in making a decision on transferring a pension
How has Eamonn Prendergast helped you?
Eamonn did a thorough review of my finances and offered advice
Have you seen the outcome you were hoping for?
Yes, he helped clarify my thoughts and I have followed his recommendation
What could they have done better?
Not a lot that I am aware of