Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 15 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 15 )
£100k - £200k ( 2 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ben
Ben was very good in his advice on what to do with my pension and explained it in a way that I could understand.
Ben:
Thank you for taking the time to leave me a review. It is much appreciated and I hope to work with you at some point in the future.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am considering retirement and needed advice regarding how to best manage my various pension funds and understand drawdown and annuity options.
How has Ben Taylor helped you?
He met with me to understand my individual circumstances and risk profile and presented options for the future. He has helped combine my various pension funds into a manageable format with improved visibility, accessibility, comparable or lower costs and with potentially improved performance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing in particular.
Ben:
Thank you very much for the review and the 5 star ratings. It has been a pleasure to have met you and to help you understand your pension options. I look forward to working with you going forward as we manage your journey through retirement.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Ben
Ben was responsive and I thoroughly recommend him.
Ben:
Thank you very much for taking the time to leave me a review. I hope to work with you in the future.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Ben
On meeting Ben I was impressed at his wealth of financial knowledge, and understanding of my family commitments. He has been invaluable in assisting me with my pension options and putting on place my annuity which I could not have done with put him.
Ben:
Thank you for your review. I am pleased we finally managed to complete your annuity application given the significant delays experienced with the current pension provider. It has been a pleasure working with you and best wishes in your retirement.Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension and investment
How has Ben Taylor helped you?
Helped us to invest what’s best for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Ben:
Thank you for taking the time to leave me such positive review. I am pleased you have valued my advice so far and look forward to working with you towards your long term objectives.