Henry's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 2 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 8 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 38 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 10 )
£100k - £200k ( 10 )
Up to £50k ( 13 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning and investment opportunities
How has Henry Philpott helped you?
Carefully selecting the best options for the above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Henry:
Thank you for taking the time to leave me a review, Dave. Your feedback is greatly appreciated. Many thanks HenryReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments & pensions
How has Henry Philpott helped you?
Excellent advice & follow up
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything I could of expected
Henry:
Thank you for taking the time to leave me a review, Chris. Your feedback is greatly appreciated. Many thanks HenryReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had previously been with St James Place for years and was unhappy with both the performance and their charges. We looked for a new advisor.
How has Henry Philpott helped you?
Henry has looked after the transfer of ISA’s, pensions including a SIP with a building, and the continuation and management of the investments. We have also addressed future financial planning.
Have you seen the outcome you were hoping for?
We are very happy with the investments and management of our portfolios with Henry. We are always kept up to date and cover all areas in our review meetings, with sound and honest advice.
What could they have done better?
I cannot think of any area that hasn’t been handled in the way we wished or expected.
Henry:
Thank you for your thoughtful review. I'm really pleased to hear that you’ve been happy with how everything has been handled, particularly after your previous experience. It’s great to know the transfer of your ISAs and pensions, including the SIP property, went smoothly and that you feel confident in the ongoing management and planning support. I’m especially glad the regular reviews and honest advice have been helpful – that’s exactly the level of service I aim to provide. Thanks again for your kind words. I look forward to continuing to work with you. Warm regards, Henry PhilpottReview
by a verified client in South Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various pensions scattered and some inheritance that I wanted to make work for me.
How has Henry Philpott helped you?
I can now see all my pensions and investments in one place, I know they’re all working the best they can for me and to suit my current situation.
Have you seen the outcome you were hoping for?
Yes I’m starting to see results although it’s a long term game. I have recommended them to friends who now also use them successfully and happily.
What could they have done better?
Nothing, I am extremely satisfied that my money is working the hardest it can for me.
Henry:
Thank you for taking the time to leave a review. I’m glad to hear you feel confident that your pensions and investments are now working effectively and aligned with your current needs. Bringing clarity to scattered pensions and helping you make the most of your inheritance was a key priority, so it’s good to know you’re starting to see positive results. I also really appreciate your referrals. It’s encouraging to hear that those you've recommended are also finding value in the advice and service. I look forward to continuing to support you in the long term. Best regards, Henry PhilpottReview
by a verified client in West Yorkshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent redundancy and the need to fully review all my pensions and investments
How has Henry Philpott helped you?
Consolidate a couple of pensions and gave me an excellent overview of both my current and future financial position via financial modelling
Have you seen the outcome you were hoping for?
Yes I’m very happy with the time taken and review process
What could they have done better?
No issues and never felt rushed
Henry:
Thank you so much for taking to the time to leave me a review, your feedback is much appreciated. It's great to hear we have been able to provide you with the outcome you were hoping for at this stage. I am looking forward to supporting you through the next phase of your retirement planning. Many thanks Henry