Michael Savage

Michael Savage

Casterdon Financial Planning Ltd

Michael's reviews

Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 6 )

Pensions ( 24 )

Retirement income (annuities, drawdown) ( 17 )

Investments and Savings ( 28 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 6 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 7 )

£100k - £200k ( 6 )

£50k - 100k ( 4 )

Up to £50k ( 4 )

Review

by a verified client in Nottinghamshire

2 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Disappointing and misleading advice from previous SJP advisor.

How has Michael Savage helped you?

Michael took great care and time to understand our needs and existing investments to ensure a structured approach to my retirement planning which included a company pension transfer.

Have you seen the outcome you were hoping for?

Taking into consideration the uncertainties of the financial markets, Michael's advice and management of our portfolio has proved to be very successful and he has maintained close contact to oversee the best outcome out of some testing times.

What could they have done better?

I can't think of anything that could have been improved or executed better.

Review

by a verified client in South Yorkshire

3 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Looking for a better return on my pension.

How has Michael Savage helped you?

Gave me information & I decided to transfer my pension over.

Have you seen the outcome you were hoping for?

Not as yet but it is early days.

What could they have done better?

Nothing. Unfortunately a financial advisor cannot control who becomes President of the USA.

Review

by a verified client in South Yorkshire

3 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Investing money.

How has Michael Savage helped you?

He has helped us to invest money well offering good sound advice.

Have you seen the outcome you were hoping for?

Yes. We have managed to create a good financial cushion.

What could they have done better?

Nothing. He is really helpful.

Review

by a verified client in South Yorkshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had several different pensions from different providers over the years I called Michael and he sorted everything out for me painlessly a

How has Michael Savage helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Yorkshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needing to take control of my finances more to ensure my money is growing in line with inflation where possible.

How has Michael Savage helped you?

Michael has been instrumental in helping me a) invest in my future to ensure my finances are at least in line with inflation, also help my family and b) fully helped and supported me in gaining a mortgage to buy my first property - and is always on hand to help with any question!

Have you seen the outcome you were hoping for?

Yes, I am in my first home with the best possible mortgage offer plus I know my finances are being looked after.

What could they have done better?

Nothing! :)