Henry Philpott

What were the circumstances that caused you to initially look for an adviser?

Needed to move a pension and invest some savings. Henry had been highly recommended to us for financial planning l.

How has Henry Philpott helped you?

Henry has provided a clear and detailed path for our financial future and how it could lead to early retirement.

Have you seen the outcome you were hoping for?

Totally happy with our journey so far as we feel safe and prosperous with our financial investments.

What could they have done better?

Nothing - we could not be happier with our financial status that Henry has put us in!

What were the circumstances that caused you to initially look for an adviser?

Sudden change in circumstances at home and needing to make decisions about leaving work/‘retire’ to care/plan for pension.

How has Henry Philpott helped you?

Henry andvised about pensions and investments at a particularly difficult time. His expertise has, crucially, given me the tools to be more confident with finances and manage more for myself whilst knowing his support is always available.

Have you seen the outcome you were hoping for?

Absolutely.

What were the circumstances that caused you to initially look for an adviser?

In view of the relatively soon to be introduced inheritance taxing of pension funds, it was time to transfer my pensions to a drawdown arrangement.

How has Henry Philpott helped you?

Initial advice on where to transfer my funds to then dealing with the transfers and ensuring I had access to be able to review the performance of the funds when required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was completely satisfied with the advice and process.

What were the circumstances that caused you to initially look for an adviser?

We were looking for advise on saving for the future and retirement.

How has Henry Philpott helped you?

Henry advised us on what options we have in order to meet our retirement and savings targets

Have you seen the outcome you were hoping for?

Yes, we are very happy with the ongoing outcomes from Henrys advise.

What were the circumstances that caused you to initially look for an adviser?

I originally had my pension stuck in NEST pensions and not really achieving much which led me to find an advisor to grow my pension. I have known Henry and the team at Philpot Financial for many years and they look after a family members pension who he highly recommended to me, which there pension and investments have only gone strength to strength throughout the years with their expertise so decided to choose Philpott Financial moving forward.

How has Henry Philpott helped you?

Henry has helped massively with my pension since moving it over from NEST over to them, he is an extremely knowledgeable guy and my pension has grown significantly recently with their level of expertise and I really feel confident its in the best hands moving forward. Henry also responds to emails very quickly and efficiently if I ever need any advice or any statements sending over to my accountants. I also come into the office on a regular basis for annual reviews on how my pension is achieving, and I am always welcomed by Phoebe at front of house by a lovely smile and a coffee on arrival.

Have you seen the outcome you were hoping for?

For the years I have been with Henry and Philpot financial I have definitely seen a difference with the growth with my pension and I’m confident it’s in the best hands moving forward.

What could they have done better?

Genuinely can’t think of anything they could do better Henry and the team at Philpot financial are always 1 step ahead.