Steven's reviews
Reviewed for
Insurance and Protection ( 33 )
Mortgages ( 114 )
Pensions ( 26 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 7 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 9 )
£100k - £200k ( 15 )
( 2 )
Up to £50k ( 27 )
£50k - 100k ( 10 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions, retuirement income planning, financial forecasting, combinning and transfer of pension funds
How has Steven Burgess helped you?
Financial assessemnt, planning, projection of performance, future pension income options, financial and market advice with management of the end-to-end process of pension transfers
Have you seen the outcome you were hoping for?
Management of the individual pension fund identification, information neceesary to complete the transfer, transfer process was all completed very efficiently. Reporting and portal information very helpful. Transfer of pension has just been completed
Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Current Mortgage term ended, looking for a new beneficial deal
How has Steven Burgess helped you?
Instantly reduced the cost of mortgage payments highlighting where savings can be made
Have you seen the outcome you were hoping for?
In progress
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
buying a property when lenders were very cautious to lend money
How has Steven Burgess helped you?
Steve searched the market thoroughly and found us a lender with a very good interest rate. Steve and his team did all the paperwork and the whole thing went through smoothly.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
All was good
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A new mortgage
How has Steven Burgess helped you?
Steve helped me get a mortgage though I had quite a complicated financial position
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a new home
How has Steven Burgess helped you?
Always available to provide quick and meaningful advice and to find the best product available.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing