

Glen's reviews
Reviewed for
Insurance and Protection ( 50 )
Mortgages ( 126 )
Pensions ( 127 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 114 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 13 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 25 )
Financial Mentoring ( 7 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 22 )
£100k - £200k ( 15 )
£50k - 100k ( 15 )
Up to £50k ( 60 )
Repeat review
by a verified client in Tyne and Wear
5 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?
Keeping me up to date on my pension
Glen:
Many thanks for the review Mark.Repeat review
by a verified client in Durham
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?
Every time I need advice he does it quickly and easily
Glen:
Many Thanks for the review Neil !!Repeat review
by a verified client in Tyne and Wear
16 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?
Great Service
Glen:
Much appreciated BobbyRepeat review
by a verified client in Northumberland
19 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?
Since my last review Glen has helped with pension, investment and mortgage advice. He remains very responsive and helpful. We have worked together for many years and it is clear that he is fully aware of our particular needs and advises accordingly. He is always a pleasure to deal with. My only slight reservation in recommending him is that he is no longer an independent adviser.
Repeat review
by a verified client in Tyne and Wear
20 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?
Pensions