Ion's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 6 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 2 )
Auto Enrolment ( 2 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 8 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Hampshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking general financial assistance and advice.
How has Ion Tsakalis helped you?
Comprehensive knowledge of appropriate and available products and services.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Berkshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching an ahe where I could withdraw my pension.
How has Ion Tsakalis helped you?
Face to face meetings and made recommendations. Also provided long term planning advice.malways willing to offer advice when asked.
Have you seen the outcome you were hoping for?
Yes plus Ion mentioned things I had not thought of and were very helpful in my long term planning.
Review
by a verified client in East Sussex
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance.
How has Ion Tsakalis helped you?
I was given objective and well informed advice based on my financial circumstances.
Have you seen the outcome you were hoping for?
Yes, I am happy with the outcome of the advise I received.
What could they have done better?
I am completely happy with the service I received and do not have any suggestions at this point.
Review
by a verified client in Leicestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were buying our first home and had no idea where to begin with it all.
How has Ion Tsakalis helped you?
He broke wverything down for us abd really simplified what we found to be quite an overwhelming experience.
Have you seen the outcome you were hoping for?
Completely, we are now in our second home and things couldnt have ran smoother thanks to Ion.
What could they have done better?
Literally nothing, he provided an outstanding level of support and i truly couldn't be more greatful.
Review
by a verified client in London
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need some one to advise on some financial planning.
How has Ion Tsakalis helped you?
Gave direct informed independent advice - client was able to make an informed decision.
Have you seen the outcome you were hoping for?
Yes certainly have - client well pleased with advice as opened new opportunities for him, advice was cost effective and was given in a professional manner without pressure or prejudice.
What could they have done better?
Not sure you can get much better than being easy to understand, direct, helpful and informative.