Ian Pine

Ian Pine

Argentis Wealth Management

Ian's reviews

Reviewed for

Insurance and Protection ( 6 )

Pensions ( 49 )

Retirement income (annuities, drawdown) ( 28 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 20 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 33 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 18 )

£100k - £200k ( 8 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Review

by a verified client in North Yorkshire

2 days ago

Overall

Advice

Service

Value

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

Adviser retired.

How has Ian Pine helped you?

Friendly with good and sensible advice.

Have you seen the outcome you were hoping for?

On going.

What could they have done better?

On going.

Review

by a verified client in East Riding

2 days ago

Overall

Advice

Service

Value

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

To plan and advise on my retirement. To give advice on best and most efficient use of final few years of work and transition into retirement.

How has Ian Pine helped you?

Ian has helped and advised how to best use and balance pension drawdown in most effective way. Advised on best areas to look at for safe and effective investment. Also encouraged planning ahead with powers of attorney and wills.

Have you seen the outcome you were hoping for?

Yes, not withstanding the fluctuating global financial climate.

Review

by a verified client in Hampshire

a month ago

Overall

Value

Service

Advice

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

I originally looked for pensions advice with a view to merging pension funds from different providers. This work was carried out by a previous Argentis advisor so predates when Ian become involved.

How has Ian Pine helped you?

Ian has been my advisor for several years now and I trust his advice. I believe he has always acted in my best interests by carrying out my wishes regarding pension fund investment. I have yearly reviews with Ian who provides updates on my pension funds together with advice on related matters.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't have any issues with the service provided by Ian.

Review

by a verified client in Kent

a month ago

Overall

Advice

Service

Value

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

TO ensure my pension was being looked after and i was getting the best advice.

How has Ian Pine helped you?

Yes Ian is good at explaining my best options and looking ahead.

Have you seen the outcome you were hoping for?

Yes i am happy with the current outcome.

What could they have done better?

NA

Review

by a verified client in North Yorkshire

a month ago

Overall

Advice

Service

Value

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

As part of my retirement planning

How has Ian Pine helped you?

Provide expert advice and guidance around investment and financial planning in my retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Historically the time taken by Standard Life to pay withdrawal payments has been too slow