Adrian's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 19 )
Pensions ( 33 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Up to £50k ( 11 )
Review
by a verified client in North Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to combine my 3 policies into one new pension under a new fund as my pensions weren’t making much money
How has Adrian Pepper helped you?
He transferred all my pension policies into one new fund. He advised me to get my 25% tax free lump sum from my pension and pay off my mortgage.
Have you seen the outcome you were hoping for?
Yes my mortgage is paid off and all my pension is under one pension provider.
What could they have done better?
Nothing. Happy with everything.
Review
by a verified client in Norfolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Finding a ‘lost’ pension.
How has Adrian Pepper helped you?
Adrian has been an absolute star!Explaining how to access my money & how to re invest
Have you seen the outcome you were hoping for?
Definitely,in fact it worked out better than expected.
What could they have done better?
Adrian did the best he could & any delay in achieving the outcome due to ‘red tape’ was unavoidable.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Adrian
Adrian was helpful, friendly and gave relevant advice. Thank you Adrian
Review
by a verified client in Norfolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for financial guidance
How has Adrian Pepper helped you?
Investing money for a easier retirement when it’s needed
Have you seen the outcome you were hoping for?
More than what was expected so far
What could they have done better?
Nothing absolutely brilliant from start to finish honestly look no further than Adrian honest and a real great guy
Review
by a verified client in Norfolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for help and advice in getting a mortgage as first time buyers as well as purchasing life insurance and income protection.
How has Adrian Pepper helped you?
Adrian really went above and beyond in guiding us through what ended up being a not so straightforward process of buying our first home. He was always incredibly kind, constantly reassuring and quick to reply and get our end of things sorted. No hesitation whatsoever in recommending him to others.
Have you seen the outcome you were hoping for?
We have now very happily purchased our home and have insurance in place for myself and my partner.