Stuart's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in East Sussex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to seek advice on my pension and Shackleton are the company that I used based on many years of them looking after our company pension scheme.
How has Stuart Terry helped you?
He has provided advice and understanding of my options and investments.
Have you seen the outcome you were hoping for?
We are still working on the outcomes, but all is progressing in a positive way.
What could they have done better?
At this time, I am happy with the progress, so its not possible to say what could have been better.
First impression
by a VouchedFor user
5 days ago
Overall
Please provide a brief comment about your experience with Stuart
He really made an effort to understand my individual circumstances and my priorities, it was an excellent session and a brilliant service. Well done Stuart.
Review
by a verified client in East Sussex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already a client of Shackleton‘s advisors
How has Stuart Terry helped you?
By listening to Stuart, it has put our mind at rest and given us confidence
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing,
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Shackleton financial advisers (formerly Skerrits) for about 15 years. Stuart is the latest of a series of very professional IFAs who have provided me with sound financial planning advice over this period. Initially, I needed help to consolidate my retirement portfolio. This was put in place before I retired in 2018. My investments have been successfully managed ever since.
How has Stuart Terry helped you?
By being well prepared for our meeting and by understanding my circumstances and requirements in a professional manner. I like his relaxed and reassuring competence.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing springs to mind
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement plans and investments for our company pensions
How has Stuart Terry helped you?
We held a very informative online meeting. Stuart was very clear with his comments and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. I was very happy with our meeting