Steven's reviews
Reviewed for
Insurance and Protection ( 33 )
Mortgages ( 113 )
Pensions ( 25 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 15 )
£50k - 100k ( 9 )
( 2 )
Up to £50k ( 27 )
Review
by a verified client in London
15 days 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
19 days 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
2 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
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had started a new company and wanted to create a new pension for me and my wife as the two directors. I also wanted to look at investing opportunities to maximise usage of company funds.
How has Steven Burgess helped you?
Steve has helped develop a personal plan that forecasts our needs beyond retirement and help to put plans and products in place to manage those needs.
Have you seen the outcome you were hoping for?
Yes and I hope to continue to work with Steve in the future to develop our plans and investment portfolio further.
Review
by a verified client in East Sussex
4 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired and recommended Steven.
How has Steven Burgess helped you?
Advised on drawdown from pension pot, private pension advice (which may be revised post budget) and overall financial position.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
At this stage, nothing. But then you don't know what you don't know!