Ian's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 1 )
Pensions ( 25 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Repeat review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
He has made sure that my pension and ISA are invested in the right place, and he has updated my Financial Plan to give me reassurance that I'm still on track, despite the things that are happening in the world.
Repeat review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
I asked Ian for advice on the best investment approach for a redundancy payment - a combination of growth and future drawdown. As always, Ian’s advice was expert and balanced reflecting my needs & concerns as well as challenging some of my assumptions.
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
Continued to evolve and refine our strategies for long-term gain and peace of mind.
Repeat review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
Ongoing financial review, potential options for my pension with SJP and what would be best to do with a pension from a different provider. Ian continues to be clear and patient when discussing any potential changes to my pension and responds to any queries promptly.
Review
by a verified client in Staffordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A requirement for detailed general financial planning, plus a special focus on retirement.
How has Ian Marsh helped you?
Thorough investigation of my circumstances, followed by broad-based advice on investment options and potential outcomes. Execution and incorporation of plans.
Have you seen the outcome you were hoping for?
Yes, progress is perfectly acceptable.
What could they have done better?
Nothing I am aware of.