Glen's reviews
Reviewed for
Insurance and Protection ( 55 )
Mortgages ( 135 )
Pensions ( 138 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 64 )
Investments and Savings ( 122 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 13 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 23 )
£100k - £200k ( 16 )
£50k - 100k ( 17 )
Up to £50k ( 68 )
Repeat review
by a verified client in Tyne and Wear
16 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Glen and I regularly meet a few times a year to catch up and align my financial goals for the future.
Repeat review
by a verified client in Tyne and Wear
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Glen is always available whether to chat or a quick text for advice.
Glen:
Many thanks for the review Craig. Hope you and the family are all well.Repeat review
by a verified client in Tyne and Wear
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Glen has helped support me with a mortgage application to purchase my first property. Has has answered the many questions myself and family have had during the process
Repeat review
by a verified client in Durham
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Yes he keeps in touch with me
Repeat review
by a verified client in Tyne and Wear
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Again he keeps in touch and helps with any questions I have.