Ian's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 85 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 34 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 58 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 29 )
£100k - £200k ( 12 )
Up to £50k ( 5 )
£50k - 100k ( 3 )
Review
by a verified client in West Sussex
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to simplify pension arrangements by merging funds from several providers built up over my working life.
How has Ian Pine helped you?
Advise on where to place my pension pot to maximise returns in-line with my attitude to risk.
Have you seen the outcome you were hoping for?
Yes, the advice and action taken by Ian has been in-line with my expectations and requirements.
Review
by a verified client in Devon
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ian Pine helped you?
Advice and guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Review
by a verified client in Kent
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with my pension planning.
How has Ian Pine helped you?
I trust Ian with his knowledge of the markets and how it affects my pension fund.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
rationalise my pensions
How has Ian Pine helped you?
I have inherited Ian after the departure of his predecessor
Have you seen the outcome you were hoping for?
Yes for now
Review
by a verified client in North Humberside
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice for the best way of getting my pension to the best outcome for my retirement
How has Ian Pine helped you?
He has offered guidance/knowledge to us when we have highlighted and so given us the options to make our financial decisions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can see