Steve's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 4 )
Pensions ( 145 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 110 )
Investments and Savings ( 130 )
Pension Transfers - Non Specialist ( 36 )
Inheritance Planning ( 85 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 30 )
Financial Planning ( 111 )
Financial Mentoring ( 13 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 43 )
£200k - £500k ( 34 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 7 )
Review
by a verified client in Staffordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional financial advice. Steve and the team were recommended to me. We had an initial meeting and collectively drew up a financial plan for the future, This gave me reassurance, confidence that I had experts looking after my wife and I for the future. The support is ongoing and I can contact them at anytime for assistance.
How has Steve Perera helped you?
Reassurance, confidence, and optimism with honest advice.
Have you seen the outcome you were hoping for?
Partly
What could they have done better?
Nothing comes to mind
Steve:
Thank you so much for this fantastic review and for rating us 5 out of 5. I'm really pleased to hear that the advice and support we've provided so far has given you reassurance and confidence. It means a great deal to know you feel optimistic about the future with us by your side. As we continue to work together, we're committed to providing ongoing support and guidance to help you and your wife achieve the outcomes you're aiming for.Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal recommendation from previous financial adviser.
How has Steve Perera helped you?
Steve has always offered unbiased advise and understood my requirements.
Have you seen the outcome you were hoping for?
Yes, 100%.
What could they have done better?
Can’t think of anything!
Steve:
Thank you so much for leaving this review - it is greatly appreciated. We are really pleased that you placed your trust in us following the recommendation from your previous adviser all those years ago. It is really great to hear that you’ve been happy with the support and advice provided, and that it has met your expectations fully. Understanding your needs and delivering tailored, unbiased advice is always our goal, so it’s great to know that this has given you confidence and the outcome you were hoping for. We look forward to continuing to support you in the future.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of our existing adviser
How has Steve Perera helped you?
Review of our whole financial situation and given peace of mind in our future retirement planning.
Have you seen the outcome you were hoping for?
Yes, feel comfortable and confident that Steve and his team are professionally handling our portfolio
What could they have done better?
Happy with the service and procedure that we received
Steve:
Thank you for leaving this review - it is greatly appreciated. I'm really pleased to hear that you’ve been happy with the service and that we could provide you with peace of mind in your retirement planning. Ensuring our clients feel confident and secure in their financial future is always a top priority for us, and it’s great to know that you feel comfortable with how we’re managing your portfolio. We look forward to continuing to support you in the years ahead and to helping you to live the best life that you can.Review
by a verified client in Gloucestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were in receipt of the profit from a property sale and we wanted to do something more proactive than leaving it in the bank
How has Steve Perera helped you?
Yes he has
Have you seen the outcome you were hoping for?
we have only just handed over this money and our pensions but have been very happy with the service so far
What could they have done better?
can't think of anything
Steve:
Thank you for leaving this kind review - it is greatly appreciated. I'm so pleased to hear that you’ve been happy with the service so far and that we could assist you in making proactive decisions with your property sale proceeds and pensions. I look forward to working with you over the long term and helping you to live the best life that you can.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to have reputable financial advice that I could trust and rely on.
How has Steve Perera helped you?
Steve has provided clear advice using a language that we can understand.
Have you seen the outcome you were hoping for?
Yes we have, our investments are growing well.
What could they have done better?
I can't think of anything that could have been better.
Steve:
Thank you very much for your kind review. I'm delighted to hear that our clear, straightforward approach has helped you feel confident and that you are pleased with how your investments have grown so far. Your trust and satisfaction are what we strive for every day, and it means a lot to know that our advice has met your expectations. We truly appreciate your support and look forward to continuing to work with you on your financial journey.