Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 2 )

Pensions ( 42 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 33 )

Auto Enrolment ( 1 )

Investments and Savings ( 47 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 20 )

Long Term Care ( 12 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 34 )

Financial Mentoring ( 11 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 18 )

£100k - £200k ( 8 )

( 1 )

£50k - 100k ( 3 )

Up to £50k ( 2 )

Client reviews

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

My husband has had to go into care and so my financial cirmstances had altered. . My solicitor recomended seeing an advisor. Some investments needed updating.

How has Howard Pykett helped you?

Patiently and clearly explaining the situation and making various suggestions for improvement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

Howard's reply

Hi Carol Thank you for taking the time to leave me this review. It's important to me that clients feel they have a good understanding of their options, so they can make a decision that best suits their needs. I'm glad you felt my advice was clear, and that I have helped you achieve your financial aims Looking forward to speaking to you again soon Thanks Howard

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

To review my pension and investments before retirement in 10 years

How has Howard Pykett helped you?

Howard advised me on my current pension and investments and recommended a transfer.

Have you seen the outcome you were hoping for?

Yes, although investment performance will take time.

Howard's reply

Hi Jim Thanks for leaving such a positive review. It's great to hear I have been helpful to you in finding a pension solution which will help you reach your goals. It's been great working with you, and I look forward to seeing you again soon Thanks Howard

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was an existing client of FB&Co

How has Howard Pykett helped you?

He has set out a strategy for personal and company funds

Have you seen the outcome you were hoping for?

Not entirely

What could they have done better?

Possibly

Howard's reply

Hi William Thank you for taking the time to leave this review. I'm sorry to hear you haven't yet seen the outcome you were looking for. I look forward to continuing to work together to see improvements across your portfolio Thanks Howard

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

Land Sale Money to Invest

How has Howard Pykett helped you?

Helped me with long term investments

Have you seen the outcome you were hoping for?

Not invested for long enough

What could they have done better?

Nothing

Howard's reply

Hi Richard Thanks for leaving such a great review. I'm pleased I have been able to give you guidance to invest for the long term, and hope my support has given you confidence in your financial future. I look forward to working together going forward Thanks Howard

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in East Riding

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

Knowledge by someone to help me spread my savings into ISAs

How has Howard Pykett helped you?

Gave me the confidence to invest of what I consider a relatively large sum of money.

Have you seen the outcome you were hoping for?

At times yes, but since covid due to world circumstances having to sit tight and await recovery in long term.

What could they have done better?

Don't know. Lowered my risk rating, not what I wanted. Increased my risk rating, definitely not.

Howard's reply

Hi Michael Thanks for leaving such a positive review. I'm pleased to hear I have helped you gain more confidence to invest. I hope I have been able to give you a greater understanding, and I look forward to continuing to work together Thanks Howard

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Howard

Very friendly but professional and explained things to me that I didn’t understand

Howard's reply

Hi Gill Thanks for taking the time to leave this review. I am looking forward to working together Thanks Howard

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I initially invested to improve my pension fund and savings

How has Howard Pykett helped you?

By changing funds for the better and regular updates

Have you seen the outcome you were hoping for?

Yes obviously there are some changes in the market that can be concerning but on the whole my finances have improved

What could they have done better?

Nothing it’s been a turbulent few years but with the updates and advice from someone in the financial business explaining the situation helps a lot.

Howard's reply

Hi William Thanks for taking the time to leave this review. It's important to me that clients feel confident with their decisions and are well informed, so I enjoy our regular meetings, it gives me the chance to make sure you're happy with your decision, and we are meeting your goals. I'm always happy to talk things through and give you any reassurance you might need Thanks Howard

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Suggested by accountant

How has Howard Pykett helped you?

Safe finacial planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Howard's reply

Thanks Richard for leaving such a great review Lots of accountants refer their clients to us. Our reputation speaks for itself in the industry, and I'm glad your accountant felt the same way. Thanks for putting your trust in me, I'm happy I've been able to help you achieve your goals Thanks, Howard

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Retiring

How has Howard Pykett helped you?

Explained all that I need to know.

Have you seen the outcome you were hoping for?

Possibly.

What could they have done better?

Unsure with the present climate.

Howard's reply

Thanks for such a positive review Brian I'm happy to hear I've been able to explain things clearly, as it's so important to me that my clients have all the information they need to be confident to make the right decisions for them about their finances, especially in the current climate. Here's to a long and happy retirement! Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Value

Service

Based in Lincolnshire

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

I hold lasting power of attorney for and elderly lady with dementia and needed to ensure her financial future.

How has Howard Pykett helped you?

Howard has helped to decide on suitable investment planning to ensure that her financial future is assured and escalating care payments are covered.

Have you seen the outcome you were hoping for?

Yes

Howard's reply

Thanks for leaving this review Alan I appreciate when you're helping someone else with planning for their future, you want someone to help make those difficult decisions a little easier, by giving you some guidance and support. I'm glad I've been able to do that for you, and help achieve more financial security for ongoing care payments. Look forward to our next meeting Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

security

How has Howard Pykett helped you?

peace of mind

Have you seen the outcome you were hoping for?

satisfying

What could they have done better?

n/a

Howard's reply

Hi Joan, thanks for this review I'm glad I've been able to give you peace of mind in your finances. I hope I have been able to help you and give you clarity and confidence for your future. It means a lot to have been able to help you achieve the goals you were looking for, and I look forward to many more years working together Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Howard was recommended to ourselves as a reliable wealth manager.

How has Howard Pykett helped you?

My first year of retirement was made simple by the recommendations Howard gave.

Have you seen the outcome you were hoping for?

With the market still in flux, and having an understanding that my risk was medium. The outcome could have been better but looks healthier going forwards.

What could they have done better?

My only comment is that the annual meeting could be improved with a mid year 'catch-up'.

Howard's reply

Thanks for this review Trevor It's great to hear I was able to help you through your retirement, it's a big transition, and can be a bit daunting if you're not clear on your finances. Everyone's situation is different, and I like to work with my clients to give them the best outcome, while still taking in to account what they're comfortable with. As you say, the climate isn't great at the moment, but I'm glad to see I have been able to make you feel more confident for the future. I look forward to seeing you again soon, but don't forget, I'm always here if you have any questions Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

To advise on future financing

How has Howard Pykett helped you?

Sayisfactory

Have you seen the outcome you were hoping for?

Yes

Howard's reply

Thanks for taking the time to leave this review Gordon I'm happy to hear I have been able to help you achieve the goals you were looking for. Planning for the future is an important part of anybody's finances, and it's been a privilege to be able to work with you to help you achieve it. Looking forward to ongoing success Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

inheritance tax

How has Howard Pykett helped you?

suggestions for a plan

Have you seen the outcome you were hoping for?

so far

What could they have done better?

time will tell, happy at the present time

Howard's reply

Thanks for leaving this review David Finding Inheritance Tax friendly solutions is a vital part of planning for yours' and your family's futures. I'm happy I've been able to help you find the right options for you, to give you more confidence and stability. Glad I've been able to help, and I'm looking forward to seeing you again soon Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Mixture of investments needed sorted

How has Howard Pykett helped you?

Professional and friendly with solid advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Satisfied

Howard's reply

Thanks for the kind words Grant It's important to find an adviser you feel comfortable with, so they can get to know you and find the options that best suit your individual situation and goals. Investments can be a tricky area, and I appreciate that sometimes you need someone to be able to help make things a bit clearer. I'm happy I have been able to do that for you, and I look forward to seeing future success together Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Having been widowed twice I wished to seek advice and guidance regarding my income, pensions etc

How has Howard Pykett helped you?

Howard has ensured I fully understand financial details so that I am well informed. Howard has given me beneficial advice and guidance. As a result I have every trust in Howard

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m not sure.

Howard's reply

Hi Denise, thanks for this review I appreciate how hard it is to deal with finances after a bereavement, so thank you for letting me help you through such a difficult time. I pride myself on getting to know my clients as best I can, so I can support and guide them to the best options to suit their situation and goals, so it's great to hear from you that I have helped to give you more confidence, knowledge and understanding with your financial situation Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Pension advice and future planning.

How has Howard Pykett helped you?

Howard has great industry knowledge and gives very balanced and considered advice.

Have you seen the outcome you were hoping for?

Yes, totally.

What could they have done better?

Nothing, Howard has been exceptional at every stage.

Howard's reply

Thanks for your kind words Gary I'm thrilled to hear that you have seen the outcome you were hoping for. I realise what a big step retirement is, so good planning is vital to give us confidence and peace of mind to really enjoy it. Thanks for putting your trust in me, it's great to see that my advice has helped you feel more comfortable for your future Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

After dabbling myself in stocks and shares I decided to think about unit trusts and that is what prompted me to contact an adviser.

How has Howard Pykett helped you?

Howard Pykett has taken over all of our investments and investment planning, and we are confident he is acting in our best interests at all times.

Have you seen the outcome you were hoping for?

I think so when considering market ups and downs.

What could they have done better?

I have no complaint so I am unable to give constructive criticism.

Howard's reply

Thanks for this review Paul It's great when clients know I have their best interests at heart. No matter your financial experience and knowledge, it's good to get an outside perspective from someone with expertise, who wants to help your interests grow and develop. I'm happy I have been able to guide you to options that suit you, and support you in making decisions. I look forward to us seeing ongoing successes Thanks, Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Exiting british steel pension

How has Howard Pykett helped you?

Howard has helped me in reinvesting my pension

Have you seen the outcome you were hoping for?

Due to world circumstances as yet no though losses have been limited

What could they have done better?

Nothing

Howard's reply

Hi David Thanks for taking the time to leave this review It's been a pleasure to help you with your pension, as you say, the current climate hasn't been great, but I look forward to continuing to work together for future success and financial stability for your retirement Take Care Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I didn't look for an Adviser he just arrived at Forrester Boyd

How has Howard Pykett helped you?

In all the way ticked above

Have you seen the outcome you were hoping for?

Due to National and World economics I doubt anyone's expectations have been reached.

What could they have done better?

Performed better

Howard's reply

Hi Lynne Thanks for leaving such a positive review. It's been great working with you. As you say, the current climate hasn't been great, but I look forward to continuing to support you to achieve your goals in the future Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Saddled with a retirement task of acting as attorney for a former Client

How has Howard Pykett helped you?

Howard has assisted in identifying and rationalising investments, advising on application of funds, creating a PRU ISA, transferring ISA and Stock and Share portfolio, use of National Savings, safety and profitability of assets, communication with solicitors for Client and late husband's estate.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I am concerned.

Howard's reply

Hi Patrick Thank you for leaving such a positive review. I'm thrilled to hear I have been able to help you support your client. I hope I have been able to make things a bit easier for you, and that my suggestions have been clear and informative I look forward to our next meeting Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Consolidating a few pensions into one.

How has Howard Pykett helped you?

Been able to group all my pensions into one fund, earnings are better than I expected.

Have you seen the outcome you were hoping for?

Yes definitely

Howard's reply

Hi Andrew Thanks for taking the time to leave this review, it's very much appreciated. Retirement is such a big change of lifestyle, so it's important to feel confident in your financial situation, with as little stress as possible. I'm glad to hear I have exceeded your expectations with your income, and I look forward to continuing to work with you to make your retirement as comfortable as possible Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

needed advice on general money metters

How has Howard Pykett helped you?

Always clear in his explanations and knowledge of the financial world

Have you seen the outcome you were hoping for?

My portfolio seems to have progressed well

What could they have done better?

Not sure I could have done better with another service

Howard's reply

Hi Gerard Thank you for taking the time to leave such a positive review. I'm so pleased to hear that I've been able to help you understand the world of finance, and hopefully given you confidence in your decisions. I look forward to us seeing continued success together Take Care Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

received money form Auntie then on the death of parents

How has Howard Pykett helped you?

what was the best options to put our money in

Have you seen the outcome you were hoping for?

yes

Howard's reply

Hi Carol Thank you for this review I'm glad I have been able to support you through such a challenging time. I'm glad to hear my guidance has been a help to you, and I hope I have been able to give you the support and information needed to make you feel comfortable in your decisions. I look forward to seeing you again soon Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

To amalgamate 3 or 4 separate pension funds and later, on retirement from full time employment, to further restructure my pension funds

How has Howard Pykett helped you?

On retirement changing my way of thinking re the funding regular outgoings and, on an ongoing basis, keeping my pension funds safely invested and performing as they should

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything that could be improved

Howard's reply

Hi Anne Thanks for the great review. Retirement is such a big change of lifestyle, so it's important to feel comfortable in your financial situation. I'm glad to have been able to help you, and I hope my guidance has helped you to feel more confident for your future. Take Care Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I had a serious Accident which meant my career in the Merchant Navy was ended,I needed long term financial advice for myself & my Wife

How has Howard Pykett helped you?

Howard Pykett & his colleagues at Forrester Boyd Wealth Management Ltd,been very helpful in dealing with any problems or answers that I asked.

Have you seen the outcome you were hoping for?

Yes things have been tough but I'm in for the long term & not for the short term

What could they have done better?

Nothing could have been done any better than has been done up to now,financial markets have been in turmoil things will hopefully start to improve in the near future.

Howard's reply

Hi Norman Thanks for the great review. It's been a pleasure to be able to help you through such a tough time. I'm glad I've been able to support you and give you support to achieve your goals for your long term financial needs. As you say, the current climate hasn't been great, but I hope my advise and guidance has helped, and I look forward to continuing to work together for future success Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

The complexity of investments Pension advice

How has Howard Pykett helped you?

Saved time Given confidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Howard's reply

Hi Richard Thanks for the positive review. I'm glad to hear I've been able to give you confidence in your finances. The world of pensions can be daunting and complex, so I'm glad I have been able to guide you to options that will fit with your needs, and make your life easier I look forward to seeing you again soon Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Consolidated pensions

How has Howard Pykett helped you?

Advised on the best pensions for me

Have you seen the outcome you were hoping for?

No, but not Howard’s fault as the market has collapsed

What could they have done better?

Hired a crystal ball!

Howard's reply

Hi John Thanks for the review, I really appreciate it. As you say, the markets haven't been great, but I hope my support and guidance has been some help, and given you a greater confidence for your financial future. I hope I have been able to explain things clearly, and given you some peace of mind. I look forward to future success Take Care Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

Medical negligence compensation

How has Howard Pykett helped you?

Able to talk through our options without jargon

Have you seen the outcome you were hoping for?

We will

What could they have done better?

Nothing

Howard's reply

Hi Allie Thanks for leaving me such a positive review. It's been a pleasure to get to know you, and an honour to be able to help you through a difficult situation. I'm glad to hear I have been able to explain options clearly, and helped to give you the knowledge and support to help you feel more confident in your financial future. I look forward to continuing to work together Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Leading up to retirement

How has Howard Pykett helped you?

Providing advice which has helped make the most of my pensions/ISAs

Have you seen the outcome you were hoping for?

Yes, apart from the last couple of years due to poor returns worldwide.

Howard's reply

Hi Lesley Thank you for leaving such a positive review, it means a lot. Retirement is a big change of lifestyle, so I'm glad to hear I have been able to assist you by finding you options that best suit your needs, and the support and guidance to give you confidence in your financial decisions. I look forward to ongoing success together Take Care Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I am a former solicitor, attorney for an old lady in a care home. She came to require my assistance through bereavement

How has Howard Pykett helped you?

Howard has been invaluable in helping marshal investments, reinvest, advise and support me

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

n/a

Howard's reply

Hi Patrick Thanks for taking the time to leave this review, I appreciate it. I'm glad I have been able to help you support your client with various areas of finance. I look forward to continuing to work together, and future success Thanks Howard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Death of my husband left me with financial independence. I wanted to ensure that any money I had would allow me to do what I wanted without worries.

How has Howard Pykett helped you?

Howard has helped me to invest my income so that I feel financially secure.

Have you seen the outcome you were hoping for?

Yes

Howard's reply

Hi Linda Thanks for taking the time to leave this review. It's been an honour to be able to help you through such difficult circumstances. I'm glad I have been able to give you the financial security for your future, and I look forward to continuing to work together to help you have many more worry free days Thanks Howard

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

We were advised by our solicitor to contact Forrester & Boyd for advice regarding our being executors of of our Daughter's Wil Trust for our 2 Grandson's.

How has Howard Pykett helped you?

Giving us advice & continued to re assure us that we were still acting in the best interest of Our Grandson's Trust whenever we had a Review or had any concerns.

Have you seen the outcome you were hoping for?

Up to This date Yes we have.

What could they have done better?

Under todays circumstances; Nothing, as far as we can see or understand .

Howard's reply

Hi Jennifer Thank you for taking the time to leave this review, it's very much appreciated. I'm glad I have been able to support you, and give you the reassurance you needed to help your grandchildren, and secure their futures. Trusts can be a difficult area, so I'm pleased my guidance and advice has been helpful for you. I look forward to continuing to work together, and I'm here for any questions you might have Take Care Howard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Pension Advice, Howard guided me through the various options and arrange for a monthly payment pension plan.

How has Howard Pykett helped you?

Howard sorted out a release of pension funds to enable us to purchase a property abroard, all very smooth and easy.

Have you seen the outcome you were hoping for?

So far yes, having drawn down 25% the balance is working for my future.

What could they have done better?

Not a lot more, all questions answered easily and competently

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

The proceeds of the sale of my Mums bungalow.

How has Howard Pykett helped you?

Howard has helped making the transfer of the investment after my Mums death into mine and my husbands name, advising us both throughout the process.

Have you seen the outcome you were hoping for?

Not as yet as it’s still early days.

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Death of my husband left me with a large capital to invest from Teacher's Superannuation. The death of my parents and the equity from their house sale also injected capital

How has Howard Pykett helped you?

Willing to give sound advice. Willing to visit me in my home . Enabled me to continue living at a standard that leaves me comfortable yet allows for "treats"

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

Overall

Value

Service

Advice

Based in Lincolnshire

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

Having large assets but little pension I wanted advice on best way to make most of my money.

How has Howard Pykett helped you?

Total investment advice including pensions and minimising I H T

Have you seen the outcome you were hoping for?

Would have done if the general economy had behaved itself!!!

What could they have done better?

????

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Retirement

How has Howard Pykett helped you?

Annual Pension Review

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in North Yorkshire

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

My sister had an investment portfolio and was advised Howard Pykett for a number of years until her death last year. My sister's investments were transferred to her long term friend and principal beneficiary.

How has Howard Pykett helped you?

Howard organised the transfer of my late sister's portfolio in the most cost efficient way and now advises the new owner of the investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not aware of how they could have done better.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I didn't look for him he arrived with Forrester Boyd and I was allocated him.

How has Howard Pykett helped you?

Financial advice an any area I needed.

Have you seen the outcome you were hoping for?

Doubt anyone has in the present climate.

What could they have done better?

Shoot Puten

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

When I retired, my company was with Forrester Boyd.

How has Howard Pykett helped you?

Talking through financial matters.

Have you seen the outcome you were hoping for?

Yes, possibly under all the present circumstances.

What could they have done better?

Crystal ball gaze!?

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Referred through bridge mcfarland solicitors

How has Howard Pykett helped you?

Guidance and advice on investments

Have you seen the outcome you were hoping for?

At the moment due to matters elsewhere I have lost a significant sum but have been reassured the investment bond will increase again through time

What could they have done better?

This matter was out of thier hands

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Pension review

How has Howard Pykett helped you?

Advice on Financial matters.

Have you seen the outcome you were hoping for?

Sort of.

What could they have done better?

Very little.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Looking towards retirement

How has Howard Pykett helped you?

Consolidated my ISAs, set up pension

Have you seen the outcome you were hoping for?

Yes, everything has worked well so far

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was looking for advice in order to actively manage my pension pot

How has Howard Pykett helped you?

His knowledge of investment opportunities has been excellent

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my knowledge

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Death of a parent & subsequent death of husband

How has Howard Pykett helped you?

Always excellent sound advice. Readily approachable and extremely helpful. Helped me deal with my investments following two bereavements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In this climate no and I am happy with the results and support.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Becoming self employed

How has Howard Pykett helped you?

Howard has advised on a pension plan and transferring a pension, on ISAs and on retirement planning. He also advises on taxation.

Have you seen the outcome you were hoping for?

Yes, the investments are doing well and I am maximising my allowances.

What could they have done better?

I can't think of anything that could be done better, Howard is very pro-active and follows up on annual reviews. We then meet and Howard get an update and then advises.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

As Executors 0f our Daughter's will we were advised to take Financial Advice to set up a Trust Fund for our 2 Grandsons until they reached the age of their inheritance at 25 years.

How has Howard Pykett helped you?

Understanding & Clarity with his advice.

Have you seen the outcome you were hoping for?

We were....but obviously the circumstances have altered in the past 2years. Therefore until our next review we cannot comment.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Retirement.

How has Howard Pykett helped you?

Sorting our pensions and investments out.

Have you seen the outcome you were hoping for?

The problems in Ukraine haven’t helped the financial markets,so it’s hard to assess.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Need to improve my personal pension performance and husband and I looking for investments advice for his retirement lump sum

How has Howard Pykett helped you?

By taking time to listen and understand our needs and guide us towards sensible investments to generate growth in a tax efficient way. Very clear explanations alongside the formal paperwork.

Have you seen the outcome you were hoping for?

Early days yet but looking positive. Very comfortable with the recommendations.

What could they have done better?

Nothing - excellent personal service.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Whilst still working I had various pension schemes scattered amongst various organisations. Howard amalgamated my pension policies into one efficient policy and has managed that policy ever since to great effect

How has Howard Pykett helped you?

When I retired I had ideas as to how I would utilise my savings and pension policy. Howard listened very patiently and then advised a totally different way forward. His advice has proved 100% efficient and much more beneficial than the plans I had in mind

Have you seen the outcome you were hoping for?

Most definitely. After 6 years of retirement my pension policy is still intact and performing well

What could they have done better?

There is nothing I can think of that could be improved

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Concerns over retirement and pension planning.

How has Howard Pykett helped you?

Organised several pensions into one fund, advised on work pension.

Have you seen the outcome you were hoping for?

Yes definitely

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Usually as part of yearly meeting and on quick calls for advice

How has Howard Pykett helped you?

Clarity of explanation and friendly manner

Have you seen the outcome you were hoping for?

As expected

What could they have done better?

Cannot say as they fall within my risk setting

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Riding

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

Initially to consider transferring my company pension

How has Howard Pykett helped you?

Howard has helped me with the pension transfer and understanding the SIPP and it’s features

Have you seen the outcome you were hoping for?

Yes the advice has been exemplary and very accurate

What could they have done better?

Not sure anything could have been done better in all honesty Howard gave me confidence in the transfer process and even introduced me to the individual who had the accreditation to carry out the transfer which set me at ease Also the SIPP performance has been communicated at all times and even removed and changed to increase performance and reliability So all in all l dont think there is anything

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

My husband and I had done our investments together, when he died in January 2019 after talking to a friend who was a client of Howard, I decided to put our investments in his hands, and he has looked after them since then.

How has Howard Pykett helped you?

The world markets have been unstable for a couple of years and although investments have fluctuated, I feel that when world markets settle, I will benefit. I get quarterly reports from Howard and a yearly visit and telephone communication whenever I feel it necessary. Howard has also arranged monthly payments for me from my investments.

Have you seen the outcome you were hoping for?

I have been quite happy to let Howard look after my investments.

What could they have done better?

I don't know.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Redundancy

How has Howard Pykett helped you?

Advice and administration of pension and investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I required professional advise on my total withdrawal of my pension from my works scheme and what processes to follow. Once done I required financial advise going forwards and the investments made for me.

How has Howard Pykett helped you?

Howard assisted my understanding of my total withdrawal of my pension from my works scheme and advised as to the correct methods to follow. Once re-invested, Howard shall now act as my finical advisor on the investments made for me.

Have you seen the outcome you were hoping for?

The outcomes in todays unsettled markets is as explained may happen, Howard said this can happen, however longer term should recover and make profit.

What could they have done better?

Moving to a web portal for monitoring the investments is an improvement. The portal itself could be developed to ensure all total investments are updated automatically not physically.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Needing help with investments.

How has Howard Pykett helped you?

He has ascertained our views to investments and risks and used them to provide us with the appropriate advice.

Have you seen the outcome you were hoping for?

Yes I think so.

What could they have done better?

Nothing, we have been regularly kept up to date with the financial scene.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

A pension transfer

How has Howard Pykett helped you?

Howard helped me transfer my pension and manage it for me very satisfied with all the help he has given

Have you seen the outcome you were hoping for?

In current climate yes

What could they have done better?

Nothingà

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Sale of business

How has Howard Pykett helped you?

Management of assets in retirement

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I cannot think how

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

looking for advice on how to manage finances on retirement

How has Howard Pykett helped you?

Consolidating AVCs to maximise benefits. Ongoing support and advice Investment of recent inheritance

Have you seen the outcome you were hoping for?

Up to the recent market uncertainties, we have been very pleased with the performance of our investments.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Riding

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

Long term financial investment

How has Howard Pykett helped you?

Having received unsatisfactory service from a previous adviser, we felt the advice and commitment offered by Howard Pykett to secure a better return on our investments was a better option.

Have you seen the outcome you were hoping for?

Yes. The only disappointment was the downturn in our investment growth which we believe was the result of decisions from the the prime minister at the time, Liz Truss. No blame could apportioned to Howard Pykett or his advice.

What could they have done better?

Nothing, we have been pleased with the decisions we took acting on the advice given to us by Howard Pykett.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Retirement planning

How has Howard Pykett helped you?

Secure future established

Have you seen the outcome you were hoping for?

And more

What could they have done better?

Provided breakfast

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Rationalisation of existing funds and minimising Inheritance Tax

How has Howard Pykett helped you?

Regular meetings and bulletins plus excellent advice on tax

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nil

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Confused by pensions

How has Howard Pykett helped you?

Howard has been thorough, informative, professional and sincere in all his dealings with me.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing.

Review from verified client

November, 2022

Overall

Value

Service

Advice

Based in Lancashire

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

I was referred to them by my solicitors

How has Howard Pykett helped you?

He has kept me up to date on my portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing