Brian's reviews
Reviewed for
Insurance and Protection ( 41 )
Mortgages ( 98 )
Pensions ( 18 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 4 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
( 1 )
Up to £50k ( 22 )
£50k - 100k ( 9 )
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to ensure all my pensions were together and that they were sensibly and profitable invested.
How has Brian Downton helped you?
He is always available to discuss any concerns and takes the time to ensure I understand all aspects of the process.
Have you seen the outcome you were hoping for?
Yes, the fund is currently performing well.
What could they have done better?
n/a
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about the management of my company pension, and then some follow up suggestions about moving some of my money from a cash ISA into an equities ISA
How has Brian Downton helped you?
Brian looked at my approach to risk and then recommended a different way of managing my company pensions so that they reflected my attitudes. He also discussed diversifying away from cash ISAs towards a more balanced portfolio for my savings
Have you seen the outcome you were hoping for?
Yes I have, and there are yearly updates with Brian
What could they have done better?
Brian is very busy, but he ensures that one of his colleagues deals with some of the queries or day to day issues I may have
Review
by a verified client in Essex
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a new mortgage.
How has Brian Downton helped you?
He opinion and advice was always realistic and he always gave us viable options. He always found the best options at the correct time.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
A one off face to face meeting at some time.
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing my first property.
How has Brian Downton helped you?
Brian and Jacob helped with and arranged the mortgage and loaded with my solicitor.
Have you seen the outcome you were hoping for?
Yes, the purchase went very smoothly.
What could they have done better?
Nothing
Review
by a verified client in Kent
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgages
How has Brian Downton helped you?
Has helped with mortgages and insurance issues I had.
Have you seen the outcome you were hoping for?
Yes got a very positive outcomes.
What could they have done better?
Got very good advice so cannot say what could have been done better.