Vasilis's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 6 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 19 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 18 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 6 )
( 1 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Somerset
9 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?
This year Vas went above and beyond to help me when my pension was transferred from Succession to Aviva. I am now happy with how my pension is being handled again, due to Vas.
Vasilis:
Thanks for you kind and honest words Ray.Repeat review
by a verified client in Devon
7 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?
Ensured confidence in decision making
Repeat review
by a verified client in Devon
8 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?
Vas has always provided me with first class advice when it came to making important financial decisions. Whilst my investments have not been as much in recent times Vas has still made the effort to ensure I was aware of my financial position and reassured me that with his advice I would be safeguarding my retirement planning.
Review
by a verified client in Devon
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future planning
How has Vasilis Panteli helped you?
Brilliant advice as always.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , we are very satisfied.
Repeat review
by a verified client in Devon
8 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?
Putting all my ducks in order! Great financial support and advice.