

Stephen's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 40 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some money to invest and needed some advice.
How has Stephen Hudson helped you?
The annual reviews have been useful and Steve helped with a withdrawal recently.
Have you seen the outcome you were hoping for?
Yes, in the longer term.
Review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to invest for the future
How has Stephen Hudson helped you?
Advised the best way for my needs
Have you seen the outcome you were hoping for?
Possibly
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to invest my money
How has Stephen Hudson helped you?
Help and advice as to the best way to to make me feel secure and provide for my future
Have you seen the outcome you were hoping for?
Possibly
What could they have done better?
Nothing as far as I know
Review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received a redundancy payment some years ago and felt that it should be invested to give me some financial security in the future.
How has Stephen Hudson helped you?
Stephen Hudson provided excellent excellent advice and help with my finances.
Have you seen the outcome you were hoping for?
Yes I am very pleased with the outcome.
What could they have done better?
I cant think of any improvements.
Review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest for my future after my husband passed away
How has Stephen Hudson helped you?
By explaining everything to me without putting any pressure on me .
Have you seen the outcome you were hoping for?
On the whole yes
What could they have done better?
I can’t think of anything