Reviewed for

Insurance and Protection ( 1 )

Pensions ( 33 )

Retirement income (annuities, drawdown) ( 26 )

Investments and Savings ( 32 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 9 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 16 )

Financial Mentoring ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 15 )

£200k - £500k ( 11 )

£100k - £200k ( 2 )

Up to £50k ( 1 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

July, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had 2 separate private pensions that came out when I was 60 and wanted advice on my options.

How has Ben Taylor helped you?

I had an initial meeting with Ben and he explained very thoroughly all the different options open to me and what suited my circumstances best.

Have you seen the outcome you were hoping for?

The first 2 years have been a bit up and down but when Ben came round in May things have started to move in the right direction.

What could they have done better?

I can’t really think of anything that could have been handled better, In a volatile world that’s hard to predict I feel the advice Ben’s given me will provide me with the financial outcome I’m looking for.

Ben's reply

Thank you for leaving such a positive review. I am pleased you have valued my advice so much over what has been a largely challenging investment period and look forward to working with you towards your long term objectives.

First impression from a user who is not yet a client

June, 2024

Overall

Please provide a brief comment about your experience with Ben

Nice friendly guy , basically told us we were managing our finances well and not to change anything we were doing. Nice to meet an honest bloke that didn't try and sell us something we didn't need.We will contact him in the future if we think we need advice.

Ben's reply

Thank you very much for taking the time to leave me a review and that you appreciate the honest approach. I hope to be able to work with you at some point in the future

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I knew I needed a financial adviser when I got divorced in my early 50s and needed someone to help me with my pension and planning for my retirement. Ben was recommended to me by some close friends of mine.

How has Ben Taylor helped you?

Ben has helped me consolidate various pensions that I had and has given me advice on how much money I need in a pension, to enable me to live the life I currently do into retirement. We are well on the way to achieving that goal.

Have you seen the outcome you were hoping for?

Yes, so far so good. A few more years to go until I retire but the consolidated fund is definitely going in the right direction

What could they have done better?

Nothing that I can think of.

Ben's reply

I am grateful for you taking the time to leave me a review and for valuing my service so highly. It is pleasing to see the consolidation process we have undertaken is generating positive returns despite what has been a challenging set of market conditions over the last years, and I look forward to continuing to work with you towards meeting your retirement goals.

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I’ve always had an advisor, unfortunately not one who has given me the personal service which Ben gives.

How has Ben Taylor helped you?

Ben has made the financial jargon much more understandable for me. The personal service he has given me over the last five years or so, has helped me through understanding the ups and downs of the Pandemic, Wars and the stability of our financial markets.

Have you seen the outcome you were hoping for?

I’ve understood the idea of not taking knee jerk reactions and am now pleased to have taken the advice given to me.

What could they have done better?

Not a lot really, as said before I’m pleased to have taken heed of the advice given

Ben's reply

Thank you for the 5 star review. It is very much appreciated. The last four years have shown us how volatile investment markets can be. I am pleased I have been able to allay your concerns over this period by providing context and also encouraging the need to maintain focus on the long term objective.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my portfolio to ensure equal income but lower the risks. Also discuss IHT planning.

How has Ben Taylor helped you?

Ben undertook the review and carefully and succinctly explained the rational for his proposed unit trusts etc. I asked only for a one off review and Ben was careful not to pressure me into a long standing arrangement , just pointing out he could be contacted at any time and explaining the various services he could offer.

Have you seen the outcome you were hoping for?

Soon will. all looking good so far.

Ben's reply

Thank you very much for your kind comments and the 5 star ratings. I am pleased you found my advice clear and succinct as I pride myself on not trying to overcomplicate the financial planning process. I hope to work with you again in the future

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I myself approached Ben through word-of-mouth, in order to annuitise two personal pension schemes.

How has Ben Taylor helped you?

Ben's input became invaluable when one particular scheme, which proved both arcane and archaic in structure, dragged us both into a morass of corporate inertia and delay. In the face of multiple obstacles and frustrations, Ben pursued a resolution with unfailing professionalism, diligence, patience and humour. Critically, he was always available to explain, discuss, or suggest courses of action – there was never a moment I did not feel that my affairs were in good hands.

Have you seen the outcome you were hoping for?

I am very satisfied to have reached the end of a protracted process with the desired result. Although Ben may not have much appetite for repeating this particular experience, I would have no hesitation in recommending him to anyone. He has my utmost gratitude.

What could they have done better?

Absolutely nothing.

Ben's reply

Thanks very much, Andrew, for the glowing review. It was certainly an experience! However, I am glad we managed to achieve the outcome you were seeking and that the annuities are now up and running.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Way back it was for pension lump sum investment

How has Ben Taylor helped you?

Ben has advised on lump sum investments for 12 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything that could have been better

Ben's reply

Thank you very much for the review and for the 5 star ratings. It has been a pleasure to have been advising you over all these years and I look forward to continue working with you for many years to come.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

In my job I was tasked to look after the pensions of the companies employees. That led me to taking financial advice for myself.

How has Ben Taylor helped you?

Ben has provided me with information that has enabled me to make best use of my retirement requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am entirely happy with the advice from Ben

Ben's reply

Thank you for taking the time to leave me a review and the high ratings you have provided. I am pleased you are happy with my advice and we have been able to deliver the outcome you wished for through retirement

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had numerous pensions that i wanted to consolidate but hadnt the knowledge or confidence to to this myself

How has Ben Taylor helped you?

Ben met with me and we discussed my goals and what i was looking to achieve. With this information he went away produced a report with suggestions on how my pensions could be invested.

Have you seen the outcome you were hoping for?

Since going along with Bens advice i have seen my pension grow in line with with my expectations. Thus far I am delighted with the outcome.

What could they have done better?

Nothing Ben is professional, not pushy, open and responsive. A gem who I am pleased to have met.

Ben's reply

Thanks, Jane, for such a detailed and positive review and I glad you are delighted by the outcome so far. I look forward to catching up with you in the summer for our annual review which I hope will be the first of many

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We wanted to draw on some of our pension.

How has Ben Taylor helped you?

Efficient and prompt advice and service. Managing everything and keeping us updated at every stage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all!

Ben's reply

Thank you for the review and I am pleased we have been able to deliver the outcome you were hoping for. I strive to deliver a punctual and personal approach when providing my advice so I am grateful you find my service runs efficiently.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was nearing retirement and also wanted some better understanding of the financial outlook I could expect to experience.

How has Ben Taylor helped you?

Ben helped to consolidate our various pensions and investments and provided options to balance our portfolio to match our risk appetite. He also provided tax efficient investment options to consider.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Ben's reply

Thank you, Tim, for such a detailed review and your high ratings across the board. I am glad you are pleased with the service I have provided and that I have helped you gain a clearer understanding of your financial outlook

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Ben

Very helpful

Ben's reply

I am grateful for you taking the time to provide a review and I look forward to working with you going forward

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Sudden death in the family.

How has Ben Taylor helped you?

Ben has been very supportive in a difficult time for me and my family. He has given excellent advice and guidance.

Have you seen the outcome you were hoping for?

Yes, although it is a long term plan.

What could they have done better?

Nothing

Ben's reply

Thank you for your kind comments and for leaving such a positive review. I am pleased you have valued my advice so much over this difficult period and look forward to working with you towards your long term objectives

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Change in work circumstances

How has Ben Taylor helped you?

Planning for retirement. Pension transfer and steady income from pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Ben's reply

Thank you, Andrew, for your positive review, and that I have been able to help you achieve the outcome you have been seeking. I look forward to continuing working with you to ensure we continue to provide a steady income for you through retirement

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Wanting to invest for future

How has Ben Taylor helped you?

Advised and organised investments

Have you seen the outcome you were hoping for?

Too soon to say, is for the long term

What could they have done better?

Nothing, great communication.

Ben's reply

I am very grateful for your 5 star review, Carolyn, over what has been a challenging year since providing my original advice. I am pleased you value the communication you have received over that period and I look forward to continuing to work towards meeting your long term goals

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Retirementadvice

How has Ben Taylor helped you?

Given advice.

Have you seen the outcome you were hoping for?

Not yet.Nothing.

Ben's reply

Thank you for taking the time to leave me a review. The economic environment has been difficult over the past few years, but I trust that by the time of our next annual review, we will start to see the outcome you were hoping

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I needed someone that could help and advise me the correct way and take some of the pressure.

How has Ben Taylor helped you?

Ben is a very pleasant gentlemen who has been especially helpful and takes the time to discuss and go through information with a fine tooth comb. Also a big part is he has always been on the other end of the phone if needed…..

Have you seen the outcome you were hoping for?

Yes. It can be a gamble as life can but Ben will advise.

What could they have done better?

Nothing. Ben works very hard to make sure your money is invested correctly.

Ben's reply

I very much appreciate you leaving such a positive review, Debbie, and I hope I will continue to deliver a high level of service for you. Glad to have taken some of the pressure off you and, as always, I am available if there is anything you need my advice on

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I went from being an employee to running my own business.

How has Ben Taylor helped you?

He has advised on and consolidated my pensions I had previously managing them going forwards

Have you seen the outcome you were hoping for?

The markets haven’t been great the last few years!

What could they have done better?

Ben has always been very communicative and helpful

Ben's reply

I am grateful for you taking the time to leave me a review, Laura, and for valuing my service so highly. As you say, investment markets could be better, but I trust I have been able to reassure you on being able to continue meeting your long term goals on the approach to retirement

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needing advice on spreading our investments.

How has Ben Taylor helped you?

Ben has been extremely helpful in giving us advice on our investments. Providing a very professional and friendly service.

Have you seen the outcome you were hoping for?

Yes,very pleased.

What could they have done better?

We are extremely pleased Bens help and advice.

Ben's reply

Thank you to your both for leaving such a positive review and I am pleased to see you have been very satisfied with the service received so far. I look forward to continue working with you towards meeting your long term investment goals.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement

How has Ben Taylor helped you?

To obtain most effective scheme and most tax efficient

Have you seen the outcome you were hoping for?

Not as yet but things are improving

What could they have done better?

N/A

Ben's reply

I am grateful for you taking the time to leave a review, Alan, and I hope to continue to deliver the same high service going forward. I appreciate it has been a difficult investment period over recent years, but with careful and structured planning, we should be able to achieve your long term goals through retirement

Review from verified client

December, 2023

Overall

Value

Service

Advice

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Inheritance Tax

How has Ben Taylor helped you?

Helped

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Ben's reply

Thank you for taking the time to provide me with a review and very grateful for the high ratings across the board. I am pleased I have been able to help you with your Inheritance Tax planning and look forward to continuing to advise you over the coming years.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Concern about long term financial security.

How has Ben Taylor helped you?

Well explained good, sound advice.

Have you seen the outcome you were hoping for?

No really but this is due entirely to the economic situation, not Ben.

What could they have done better?

Very little as the financial markets and the UK economy are outside of his control.

Ben's reply

I am very grateful for the positive review, Cheryl, and that you feel I provide sound advice in a clear manner. It has been a challenging environment over the last few years, but I feel we have been able to weather the storm so may continue towards meeting your long term goals.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Wanting to maximise benefits of savings

How has Ben Taylor helped you?

Ben initially set up our investments and continues to monitor and advise around them.

Have you seen the outcome you were hoping for?

As a general yes but due to current markets thing have not been ideal but this is not due to Ben

What could they have done better?

Nothing I know of

Ben's reply

Thanks very much for the 5 star review, Tom, and pleased that I have been able to help you meet your objectives. I look forward to continuing to work with you in the future

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Advice about retiring

How has Ben Taylor helped you?

Consolidated pensions, set up retirement income

Have you seen the outcome you were hoping for?

Yes

Ben's reply

I very much appreciate you taking the time to leave a review and that I have helped you to achieve the outcome you were looking for. I am always striving for improvement, so I will speak with you at our next review on how I can aim to improve on value

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

To ensure that we were getting the best return on our investments.

How has Ben Taylor helped you?

Ben is very approachable and knowledgeable. He advises us regarding our long-term goals and keeps us up to date with how our investments are performing. It is reassuring to know that our finances are in good hands. Ben visits us on a regular six-monthly basis to go through our portfolio and to answer any queries we may have.

Have you seen the outcome you were hoping for?

Yes - we consider that this is ongoing as the markets have been so volatile in recent months.

What could they have done better?

We do not feel that Ben could have done anything more than he has, especially given the current market situation at present. He is always available by phone and explains matters very clearly. We feel that he has our best interests at heart and has a wealth of knowledge regarding investments, pensions etc etc.

Ben's reply

Thank you for your detailed and positive review, Eileen, and I am pleased to see you feel reassured in knowing that I am working hard towards helping you reach your long-term goals. As you mention, I am always available if there is anything you wish to discuss.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Not satisfied that previous adviser (from a large national company) fully interested in understanding my requirements and meeting my needs.

How has Ben Taylor helped you?

Was aware of Ben via my previous accountant who fully recommended him following discussion concerning my impression of my then adviser lack of interest in my circumstances. Ben took the time and trouble to not only compile the formal information required of him as required by his profession, but to develop a more in-depth understanding of mine and my wife's individual financial circumstances and requirements. In his professional capacity Ben recommended, and subsequently arranged, the transfer of my pension and ISA to a financial service company who, until very recently, had performed well.

Have you seen the outcome you were hoping for?

As stated above, the advise and recommendations given by Ben were accepted and the transfer arrangements completed within the given time frames, resulted in improved returns from the previous provider, until recent events which have had the same effects on virtually all of the financial industry.

What could they have done better?

I can't answer this question as I do not have the knowledge necessary to give a meaningful opinion (maybe could have employed a crystal ball)

Ben's reply

I am very grateful for such a detailed review, Jim, and pleased you have been satisfied with the advice since taking over from your previous adviser. I am always striving for improvement and will discuss at our next review how I can achieve maximum marks in all areas. In the meantime, I'll have a look for crystal ball.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

My late husband initially used Ben for setting up a pension. I then followed , using Ben for advice on money inherited from my parents and with my existing savings.

How has Ben Taylor helped you?

He has given good advice on choice of investments, inheritance tax and pension planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Under difficult circumstances during lockdowns and other restrictions probably nothing.

Ben's reply

Thank you for such a glowing review and I am pleased I have helped you achieve the outcome you have been seeking. Hopefully, this is a reflection of the holistic approach I take towards delivering financial advice and I look forward to continuing to provide this for you

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Previous poor provisioning

How has Ben Taylor helped you?

Rectify with pension planning and savings

Have you seen the outcome you were hoping for?

It is ongoing

What could they have done better?

Not much else

Ben's reply

I very much appreciate you taking the time to leave a review and that you value my overall service so highly. I look forward to helping you on your journey towards retirement

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Wanted my savings to be invested well for my retirement .

How has Ben Taylor helped you?

Ben is highly professional, skilled and knowledgeable and has given my husband and I excellent advice in a timely fashion .

Have you seen the outcome you were hoping for?

It is fair to say my investments have not grown in recent years but this is due to the world economy. I am confident my investments are in good hands .

What could they have done better?

Nothing

Ben's reply

Thank you for the positive review, Amanda, particularly when it has been a difficult period for investments over recent times. I am pleased you value my knowledge and professionalism and that my approach has given you confidence over how your investments are being looked after.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Initially I wanted to consolidate a couple of pensions and get advice on where to put them.

How has Ben Taylor helped you?

Ben has advised on the pensions and retirement planning. He was able to find better products for the pensions, and has since advised on a number of other financial matters. Ben explains concepts and options well, and his wealth of experience in his field is evident.

Have you seen the outcome you were hoping for?

Yes, I feel I have a much better handle on my finances and a good plan for the future.

What could they have done better?

Na

Ben's reply

Thanks for such a great review, Matt, and pleased that you value our service so highly with 5 stars across the board. Looking forward to continuing to help you on your path to retirement!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Professional advice

How has Ben Taylor helped you?

Take worry away

Have you seen the outcome you were hoping for?

Yes and no due too world wide situation

What could they have done better?

No idea

Ben's reply

Thank you, Ken, for such a positive review. I am pleased I have been able to provide reassurance for you during what has been a challenging economic environment of late

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Looking to manage my income in retirement

How has Ben Taylor helped you?

Ben keeps me updated with pertinent events and issues regarding my investments

Have you seen the outcome you were hoping for?

Yes, having known Ben for a good number of years, I am not disappointed

What could they have done better?

Nothing springs to mind

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Looking for long term financial palnning

How has Ben Taylor helped you?

Ben help us initially set up and then manage our investments

Have you seen the outcome you were hoping for?

The long term growth

What could they have done better?

Na

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I needed advice on the best options for my pension savings.

How has Ben Taylor helped you?

He gave me clear and concise information on annuities and drawdown which helped me to clarify my thoughts. He also gave advice on how to use my pension savings to maximum effect. Ben dealt directly with my existing pension providers making the process easier and more efficient.

Have you seen the outcome you were hoping for?

Definitely. With Ben's advice I am receiving a higher income from my annuity than originally anticipated.

What could they have done better?

Ben has been really helpful and efficient throughout the whole process. Really happy with the outcome.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

At nearly 65 years old it was time to start looking at my retirement options.

How has Ben Taylor helped you?

Ben showed me all retirement income options drawdown and annuities and dealt directly with my pension providers making the process easy for me. His service was prompt and efficient at all times.

Have you seen the outcome you were hoping for?

The outcome of Ben's work for me has exceeded my expectations and i will be receiving more income than i was expecting.

What could they have done better?

I believe Ben did his best for me i am very please with the result.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for a specialist to help me out with a query where my pension input appeared to have been significantly over calculated.

How has Ben Taylor helped you?

Ben liaised closely with the relevant pension agency to identify the errors made and enabled this to be rectified. I was extremely grateful to Ben for his expert advice and the manner in which he conducted the process.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing - 100% satisfaction and I would highly recommend Ben.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with my then pension provider (a major provider) for a number of reasons when I remembered Ben, who as my allocated adviser with said provider, established a sound rapport and fruitful relationship with me until he left them to become an Independent Adviser. I was a little unsure about going with Ben initially (him being a single operator at that time) so I discussed the whole issue with my accountant who whole heartedly recommended that I go with Ben. That I did and have absolutely no regrets since. As I have limited knowledge regarding pensions and investments and, having known Ben for some time, was confident he would act for me to the very best of his abilities.

How has Ben Taylor helped you?

Ben helped by listening to me regarding my concern over my exsiting pension arrangements and other investments, discussing and establishing my risk levels, researching verious products and providers, discussing pros and cons of those he considered viable within my risk concerns, and drew up a short list from which he recommended, in his opinion, the most suitable provider for the reasons that we then discussed for me to make the final choice, which I did.

Have you seen the outcome you were hoping for?

Initially thing were good and going in the right direction, however 2020 came along with all its attending issues resulting in a reversal of direction, but no where as bad as I was expecting. Overall the earlier trend was very good, better than I had generally experienced with the previous pension provider, and investment provider (two different organisations).

What could they have done better?

I really cound not say, I get regular updates regarding both pension and investment activities from the provider, and Ben keeps in contact via email, letter and telephone.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To invest savings and plan for retirement

How has Ben Taylor helped you?

Consolidating pensions, identifying investment options

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Ww should have met him 10 years ago!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

In the first instance I needed to consolidate a number of different pension schemes into one managed plan. I then needed a financial plan put in place to satisfy my requirements for my up coming retirement as well as look at different savings and investment options in order to provide a balanced risk portfolio.

How has Ben Taylor helped you?

He provided a number of different options for restructuring my investments and was careful to explain the potential risk element at each stage. This included basic cash ISA's through to VCT's. This has led to more in-depth conversations about the best approach to minimising potential tax liabilities.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

My late husband and I have used Ben for financial advice for many years. He worked for a company which advised my husband and his colleagues on setting up pensions. He has continued to work for us after starting out on his own and after my husband retired. Following the death of my husband he now advises me.

How has Ben Taylor helped you?

He is a reliable source of information, trustworthy and explains things clearly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needed good independent advice on equity investments and risk.

How has Ben Taylor helped you?

Excellent service at our home at a time convenient to us. Always careful to gain information about our finances to assess and provide a professional and knowledgeable plan for our investments. Annual reviews form a solid basis to look at investment outcomes, market projections, together with an update on our future risk profile and timescales for investments.

Have you seen the outcome you were hoping for?

Ben has provided a quality of information that has a structured transparency, providing us with the reassurance that we are making the best of our investments during these uncertain times.

What could they have done better?

Service is good, explanation and planning thorough, so little or nothing to improve.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Previous financial advisor retired. We needed specialist advice on investments and pensions.

How has Ben Taylor helped you?

He gave us the clear and concise advice we needed

Have you seen the outcome you were hoping for?

Yes, in these uncertain times, he always responded to our questions and concerns. We are happy with how he has managed our investments.

What could they have done better?

Nothing we are aware of. We have complete confidence with the advice given by Ben.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Ben Taylor helped you since your last review?

Continuing to respond well and give good advice.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Ben Taylor helped you since your last review?

Follow up 6 monthly review to ensure current planning is on track.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Ben Taylor helped you since your last review?

He’s maintained my investments

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Ben Taylor helped you since your last review?

Ben is very knowledgeable and approachable. He has continued to keep in touch and provide reviews despite the current situation with Covid. He has been able to advise us on all aspects of our portfolio and he addresses our queries thoroughly and professionally. Ben is excellent at being able to explain things very clearly. We feel very comfortable having Ben to handle our finances.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Ben Taylor helped you?

He provided sound advice with regard to pensions and was able to recommend a change to my original pension provider that should see me in better stead at retirement

Have you seen the outcome you were hoping for?

Not yet as I have only just changed pension providers

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

We required specialist advice on the most suitable and cost effective life insurance for my wife and I.

How has Ben Taylor helped you?

Ben Taylor was able to successfully source the best life insurance for our particular needs.

Have you seen the outcome you were hoping for?

Ben Taylor has provided us with peace of mind, knowing that we have the most appropriate life insurance at an affordable price.

What could they have done better?

We are very happy with the service that Ben Taylor provided for us and would highly recommend his services to anyone looking for financial advice.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had a few that I had dealt with over the years and wanted to combine them in one place

How has Ben Taylor helped you?

Came to our House, and gave all good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Ben Taylor helped you?

Reviewed current arrangements and made recommendations for necessary adjustments for self and wife's pension plans

Have you seen the outcome you were hoping for?

Until Covid 19 yes

What could they have done better?

Ben is completely on the ball. He has been advising me for over 10 years ans I have every confidence in his ability and advice.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I wanted to transfer my pension and I had some investments that aI wanted managing effectively.

How has Ben Taylor helped you?

He set up investments, then researched my pension, got it transferred out of my company scheme and then invested it with my other investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I think he’s done a great job already.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Our previous Financial Adviser retired and Ben took up our portfolios. We needed safe, informed advice on our finances and Ben has certainly provided this. He is now a director of his own company Consolidare Wealth Management Ltd. We feel fortunate to have found Ben.

How has Ben Taylor helped you?

Ben has been extremely helpful right from the start. Initially, he advised us on our investments in general and more recently he has given us detailed advice regarding our pensions in preparation for our retirement. Ben keeps us updated with any changes which he recommends to better suit our needs, always discussing these fully with us and giving regular reviews. He has a very professional, well informed approach and we feel comfortable and safe in his hands.

Have you seen the outcome you were hoping for?

Our portfolios have performed extremely well under Ben's guidance. Obviously, the markets are very volatile at the moment so it is a waiting game until globally things improve. Despite the current situation (with Coronavirus and the impact it is having) we are still confident about our finances.

What could they have done better?

We could not ask for better service from Ben. He is always ready to listen, provides good clear advice and is so well informed on anything we wish to discuss with him regarding our finances. He makes himself readily available either by phone or a visit if there is anything we need to talk through re our portfolios. Nothing is ever too much trouble.