Sean's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 62 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 12 )
Auto Enrolment ( 1 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 23 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 32 )
£200k - £500k ( 12 )
£100k - £200k ( 11 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
Review
by a verified client in London
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was at the point where I felt I needed a financial adviser because I had accumulated a lot of wealth and was concerned about inheritance tax following the pension changes. I knew Sean from years ago and got in contact because I knew he would be the best person to help
How has Sean Irwin helped you?
Sean explained things very clearly and has taken an overall view of my holdings and estate which is really what I needed
Have you seen the outcome you were hoping for?
I have
What could they have done better?
He has been great he is very professional but very easy and fun to talk with about sensitive subjects. Only thing I can think of is maybe not support Aston Villa :)
First impression
by a VouchedFor user
21 days ago
Overall
Please provide a brief comment about your experience with Sean
Sean gave me superb support and financial advice. An all round excellent guy. I’d highly recommend his service.
First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Sean
I've had 2 meeting with Sean & on both occasions I have found him friendly & easy to speak to.
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted help with understanding options for my personal pension pots
How has Sean Irwin helped you?
He talks to me in away that I understand what is going on
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
I am more than satisfied with Seans service
Review
by a verified client in London
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on my pensions
How has Sean Irwin helped you?
Set up my pension plan so I contribute from my company each year the maximum allowance
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Everything has been positive