Susette's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 16 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on which funds to invest in for my savings. I have been using a succession of advisers over many years. Susette has taken over from our previous adviser on his retirement.
How has Susette Bowden helped you?
With understanding our circumstances and needs and providing ongoing advice on our investments and related subjects.
Have you seen the outcome you were hoping for?
I believe so but with investing there are ups and downs as world situations change.
Susette:
Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve felt well supported since I took over the management of your investments. I know how important continuity is, and I’m glad the transition from your previous adviser has felt smooth. You’re absolutely right that investing comes with its ups and downs, especially given how much global events can influence markets. My aim is always to help you stay focused on your long-term goals, providing guidance that reflects both your circumstances and your future plans. It’s a privilege to continue supporting you, and I truly value the trust you’ve placed in me. If anything changes or if you ever want to revisit your plans, please don’t hesitate to get in touch. Thanks again for your kind words.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Suzette took over and helped me after the retirement of our previous financial advisor.
How has Susette Bowden helped you?
Susette has clarified any questions in different areas and helped me feel secure in my decisions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Everything has been made clear and all options discussed.
Susette:
Thank you for taking the time to leave this review. I'm so pleased to hear that everything has been clear and that you've felt supported throughout our discussions. Taking over after a long-standing adviser retires can be a big change, so I’m especially glad to know you’ve felt confident and secure in the advice and guidance I have provided. It's encouraging to hear that your questions across different areas have been fully clarified and that you're seeing the outcomes you were hoping for. Providing clarity and helping clients feel at ease when making important financial decisions is always a top priority for me. Thank you again for your kind words and for your continued trust – it’s very much appreciated.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about my pension.
How has Susette Bowden helped you?
I have been able to make informed decisions about my upcoming retirement & pension.
Have you seen the outcome you were hoping for?
Yes, really helpful, knowledgeable advice provided.
Susette:
Thank you very much for taking the time to leave your review. I am so pleased to hear that you have found the advice provided helpful and informative as you plan for your upcoming retirement. Supporting clients in making confident, well-informed decisions about their pensions and financial futures is at the heart of what I do. It’s wonderful to know that the guidance offered has met your expectations and helped you feel more secure about the next stage of your journey. Planning for retirement can feel complex, and it’s a real privilege to help clients navigate their options with clarity and confidence. If there is anything further you would like to discuss as you approach retirement, or if your circumstances change, please do not hesitate to get in touch.Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my pensions from multiple employers.
How has Susette Bowden helped you?
Susette has helped me to consolidate all of my pension pots into one manageable pot. She has also taken the time to understand our longer term financial goals and offered pragmatic advice to help us maximise our financial position.
Have you seen the outcome you were hoping for?
Yes, I’m very happy with the investments Susette is managing for me, she has taken the time to understand my risk appetite and goals.
Susette:
Thank you for taking the time to leave such a thoughtful review. I’m so pleased to hear that consolidating your pension pots has made things feel more manageable and better aligned with your long-term goals. It’s great to know you felt supported throughout the process and that my pragmatic approach has helped you feel confident in the steps we’ve taken. Understanding your risk appetite and financial objectives is always my priority, so it’s really encouraging to hear you’re happy with how your investments are being managed. I firmly believe that advice is most effective when it’s based on a clear understanding of each person’s circumstances, and I’m glad this has come across in our work together. Thanks again for your kind words – they really are appreciated.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with having a number of different investments with other advisers which were not doing as well as I had hoped
How has Susette Bowden helped you?
She brought all my investments together into just two well managed areas. She advised me on the benefits and potential drawbacks, being very careful to assess my needs through discussion and then providing very sound advice. She went on to make all the necessary arrangements for the care of my money and leaving me with no concerns whatsoever.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of
Susette:
Thank you so much for taking the time to leave this thoughtful review. I’m really pleased to hear that your experience working with me has been so positive. I understand that having multiple investments can feel disjointed, so I’m glad I was able to help bring everything together in a more focused and manageable way. It means a lot to know that you felt confident in the advice I gave, and that the steps we took left you with no concerns. I always aim to ensure that any recommendations are shaped around each client’s individual needs, so I’m glad this came through in our conversations. It’s also great to hear that you’re seeing the outcomes you’d hoped for. I look forward to continuing to support you in the years ahead.