Vasilis's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 6 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 23 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 2 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 7 )
Up to £50k ( 8 )
Repeat review
by a verified client in Devon
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vasilis Panteli helped you since your last review?
Continued to support and advise
Review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited money
How has Vasilis Panteli helped you?
He provided lots of information to support me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vasilis Panteli helped you since your last review?
He is always gives us great advice and we trust him with all of our families personal information we share with him .
Repeat review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vasilis Panteli helped you since your last review?
By making the right decisions
Repeat review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vasilis Panteli helped you since your last review?
Supported us through our pension forecasts and decisions with planning. We have continued to have discussions about investments and savings. Mr Panteli is well informed and we feelconfident about the next steps we are going to make.