Reviewed for

Insurance and Protection ( 24 )

Mortgages ( 32 )

Pensions ( 174 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 74 )

Investments and Savings ( 56 )

Pension Transfers - Non Specialist ( 48 )

Inheritance Planning ( 4 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 28 )

Financial Planning ( 18 )

Financial Mentoring ( 4 )

Financial Coaching ( 2 )

( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 28 )

£100k - £200k ( 26 )

Up to £50k ( 27 )

£50k - 100k ( 24 )

Client reviews

Repeat review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian helped me to sort out my 25% tax free withdrawal plus advise me on some other matters .

Repeat review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

He has kept me updated with current markets trends guiding me in what I believe to be the best direction for me at present.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

help with a mis-sold pension

How has Brian Flindall helped you?

helped me get my money back and re-invest my money

Have you seen the outcome you were hoping for?

Yes, helped me a lot and supported me throughout

What could they have done better?

N/A

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Help with a mid-sold pension

How has Brian Flindall helped you?

Helped by getting my money back from a pension company that held my money in an oversea’s investment that wasn’t a valid investment

Have you seen the outcome you were hoping for?

Yes definitely, invested my money in a good pension scheme that I can see the benefit of

What could they have done better?

N/A

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Brian

Brian provided excellent advice on my pension options. He explained everything clearly and professionally. Would highly recommend him

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

My pension provider Royal London were unable to move my pension to their own drawdown scheme unless I took the professional advice from an approved and regulated Financial Adviser. I searched for a local FA and had a telephone conversation with Brian Flindall. I was impressed with the way our telephone conversation had gone and decided that Brian was the right person to trust with my pension advice.

How has Brian Flindall helped you?

Brian Flindall gave me the expert advice I needed and managed to close out the deal for me going forward with a sustainable solution to meet my needs.

Have you seen the outcome you were hoping for?

Yes absolutely 100%

What could they have done better?

No comment I was completely satisfied

Repeat review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

He is always readily available for help and advice. I have been and continue to be very happy with the service and impartial advice he offers.

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Leicestershire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian continues to provide excellent advice regarding my pension investments. Out meetings are always informative and constructive. He takes time to understand my plans and future goals, and his advice and kmowledge has proven to be invaluable over the last few years.

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Advising us on pension and savings.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Looking to consolidate pensions and best proposition.

How has Brian Flindall helped you?

Quality advice on best steps for pension and mortgages.

Have you seen the outcome you were hoping for?

Yes, consolidated pensions into clear, easy and high performing plan.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I was looking for advice with moving a pension scheme from where it was to somewhere that gave me the ability to access it with a draw down facility. After going through various options with Brian, I decided to choose an equity release scheme and leave my pension scheme where it was. Brian helped me get the best scheme available - I knew very little about all this to be honest but Brian guided me through it all & explained it every step of the way.

How has Brian Flindall helped you?

As I mentioned earlier, I know very little about pension schemes & equity release schemes so Brian helped me with everything really.

Have you seen the outcome you were hoping for?

I think I have got the best outcome - my pension scheme is better staying where it is & I have the money from my equity release scheme to enjoy my early retirement now.

What could they have done better?

I don't think I could fault them really.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

improved my situation

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Looking to improve my pension portfolio

How has Brian Flindall helped you?

Given good advice

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Nothing really

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Needed to remortgage

How has Brian Flindall helped you?

He was brilliant, helped in every way possible

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything ran smoothly

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Pension advice

How has Brian Flindall helped you?

Most certainly

Have you seen the outcome you were hoping for?

Yes satisfied with current situation

What could they have done better?

Nothing as very thorough

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Financial planning

How has Brian Flindall helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Consolidation of pensions

How has Brian Flindall helped you?

Very helpful Very professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Needed professional help and advice on my pension

How has Brian Flindall helped you?

Gave advice and sorted my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Explained a bit more in lay man terms

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Going through a divorce

How has Brian Flindall helped you?

Excellent advice and explanations

Have you seen the outcome you were hoping for?

Yes and no, because of the pandemic and wars, the returns weren’t as high as expected, but improving now

What could they have done better?

No pandemic or wars

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Wanted to consolidate all pensions I had and to make them work for me

How has Brian Flindall helped you?

Professional advice and knowledge of the marketplace

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Am happy with service so far.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Retirement pension and investments advice

How has Brian Flindall helped you?

Face to face meetings with good sound knowledgeable advice

Have you seen the outcome you were hoping for?

Early days but good so far

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I had a number of different pension plans from previous employments, and I was keen to consolidate them in to one plan.

How has Brian Flindall helped you?

By giving me the advise to make the changes I wanted and providing on going assistance with the plan.

Have you seen the outcome you were hoping for?

Yes, the plans were consolidated in a reasonable timeframe and cost, and the new pension plan has performed well.

What could they have done better?

Nothing I can think of.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Brian

I was unsure if i was on the correct pension and needed some advice on the techinicalities. Brian provided honest and easy to understand information which helped me make a decision. He is polite, helpful and friendly to deal with which put me at ease.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

I had three individual pension plans that I wanted to amalgamate into one. A friend recommended Brian to me and l have benefited from his help and advice ever since.

How has Brian Flindall helped you?

With Brian's help and advice, I was confident enough to make decisions and move funds as the markets changed.

Have you seen the outcome you were hoping for?

I think I have seen the best outcome that I could have hoped for considering the turmoil that the financial markets have gone through these last few years.

What could they have done better?

Perhaps we would have made different decisions if Brian had invested in a time machine.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I have retired and needed to sort me pension

How has Brian Flindall helped you?

He is friendly ease to talk to we went through everything he sort my drawdown what was best for me

Have you seen the outcome you were hoping for?

At the moment I am happy with everything

What could they have done better?

I am happy with my plan at the moment

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

we needed to sort a pension out, and Brian was recommended by a mutual friend.

How has Brian Flindall helped you?

Brian has always been there for us, any questions or problems are sorted out asap

Have you seen the outcome you were hoping for?

As far as i know yes.

What could they have done better?

as far as i know, nothing.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

To look after my finances

How has Brian Flindall helped you?

Excellent with ivestments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Required help with a Pension.

How has Brian Flindall helped you?

Good advice and fund management.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Brian was strongly recommended to me by a friend, to amalgamate all my pensions together into one place.

How has Brian Flindall helped you?

Brian has advised and helped my pension keep improving over the years.

Have you seen the outcome you were hoping for?

Yes thanks to Brian my pension is doing really well.

What could they have done better?

Nothing really, I am very happy with his advice and service.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Warwickshire

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

Sort out existing pension

How has Brian Flindall helped you?

Given sound investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

I knew Brian as a friend before asking him to advise me, as once I knew I could rely on him in many other ways, as a friend and close family I knew I would see great results with my finances, excellent and dependable with advice.

How has Brian Flindall helped you?

Brian advised me and helped me to decide on letting him amalgamate my pensions into his care which I knew was second to none. He also helped me with life insurance improving on my cover for the same premium. This led to me providing healthcare insurance for my company with the same provider.

Have you seen the outcome you were hoping for?

More than I was hoping for

What could they have done better?

Nothing in my eyes

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I had several pensions both private and company which Britain brought together for me into one pot. He then advised me what the best was for me.

How has Brian Flindall helped you?

As previously mentioned he brought all my various pensions together and found me an investment company that would give me a good interest rate.

Have you seen the outcome you were hoping for?

Yes I have seen the outcome and under the current financial situation it is fairly good.

What could they have done better?

Nothing

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

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

Didn’t know what to do about a pension

How has Brian Flindall helped you?

Moved my pension to a better deal

Have you seen the outcome you were hoping for?

Yes, far better placed

What could they have done better?

Nothing it was perfect

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

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

Advice for my husbands pension pot

How has Brian Flindall helped you?

Brian as managed this pot since 2012 and as been a great support over this time. My husband died in 2020 and Brian as been amazing support and advisor. I feel safe in his hands

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I can see

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Money out warning about. Tax

How has Brian Flindall helped you?

Advised me about doing it

Have you seen the outcome you were hoping for?

No too much tax paid

What could they have done better?

Listened

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Pension

How has Brian Flindall helped you?

Good advice

Have you seen the outcome you were hoping for?

Pretty much

What could they have done better?

Given me the correct six lottery numbers

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Brian

Great chap explaining everything in layman’s terms

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Brian

Mr Findall’s professionalism exceeded my expectations. He has a cool and reassuring demeanour. His advices are free of bias, and all other options are put on the table. I would highly recommend him for anyone seeking good financial advice of any kind.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

My pension provider recommended that I did so

How has Brian Flindall helped you?

Consolidating pensions into a single fund whilst gaining me my tax free lump sum.

Have you seen the outcome you were hoping for?

Brian did the job as I required

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

To transfer my pensions

How has Brian Flindall helped you?

Kept in touch changed some when they've not doing so well

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I wasn't happy with that my pension plan offered me the best options for the future.

How has Brian Flindall helped you?

He found the right company to transfer my pension to.

Have you seen the outcome you were hoping for?

Yes, all of the pension was secured.

What could they have done better?

I wouldn't say that there was anything that could have been done better.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Due to I’ll health I was in need of professional advice regarding a number of pensions amassed during my career which was cut short due to a stroke.

How has Brian Flindall helped you?

Thoroughly professional in collating a number of pensions initially and planning for the future. Keeping me updated with all situations relating to the future.

Have you seen the outcome you were hoping for?

Yes, definitely. Although some of the pension companies do not appear to be as efficient as they promise or advise.

What could they have done better?

Brian and his colleagues did everything within their control in an efficient and informative way.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

To move all my pensions into one pot

How has Brian Flindall helped you?

He sorted things out and got me the best deal

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

To understand my retirement pension pot and use some of my pension

How has Brian Flindall helped you?

Yes, Brian gave good solid advice and explained how the pension investment works.

Have you seen the outcome you were hoping for?

Yes, as explained by Brian

What could they have done better?

Happy with the service

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Kept me informed of my pension performance

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

The need for a pension

How has Brian Flindall helped you?

In numerous ways, over many years.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Brian

I don’t use the word exceptional often but Brian’s support, advice and approach was exceptional. Thanks Brian

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Has transferable one pension pot into another pension

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Well I havnt had to call on Brian since my last review in January but I always know if I need his advise he will be there for me

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Home visit to explain how current markets are changing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Moving a Pension

How has Brian Flindall helped you?

Great advice and recommendation of a Company to fulfill my requirements.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing as far as I am concerned

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Pension drawdown

How has Brian Flindall helped you?

friendly and efficient service.

Have you seen the outcome you were hoping for?

yes finances seem to be moving in the right direction despite the current market state.

What could they have done better?

Nothing at present

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Wishing you organize and start drawing from my private pensions

How has Brian Flindall helped you?

Clear layman explanation, listened to my questions even stupid ones and gave simple clear advice

Have you seen the outcome you were hoping for?

Yes , everything happened when Brian said it eould

What could they have done better?

Met all my needs

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

My husband died and I was clueless about my financial future. My pensions, savings etc needed to be where they would benefit me for the years ahead.

How has Brian Flindall helped you?

Revitalised my funds.gave clear straight interpretation of what was available and how it would affect my decision. Took time to ensure I knew what it all meant.y

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

They did all I required and keep in touch and review. My situation regularly

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Pension advice

How has Brian Flindall helped you?

Brian helped me with my pension policy when I was unsure of the best course of action

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I really didn’t know if I had any pension fund anywhere plus what to do with the money that I eared over my working life

How has Brian Flindall helped you?

Brian actually found a substantial pension fund I didn’t know existed , he also gave me sound advice as to what to do with my earnings I had saved

Have you seen the outcome you were hoping for?

Present climate has affected the profits but on the whole I am very pleased how things are going

What could they have done better?

Can’t think of a thing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Old pension doing nothing

How has Brian Flindall helped you?

Sorted pensions out.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing met my requirements

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

He has kept in touch and advised me of any relevant changes that my affect my status

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

No as not necessary

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Early retirement.

How has Brian Flindall helped you?

Yes.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Starting a pp

How has Brian Flindall helped you?

Advised me on the right direction to go with my money

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Essex

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

I have found Brian to be pro-active in assessing our needs and requirements and genuinely concerned for the outcome of investments.

How has Brian Flindall helped you?

We have realigned the portfolio of our investments, to reflect our risk profile, whilst targeting funds and the like that have a positive track record.

Have you seen the outcome you were hoping for?

In an extremely volatile market post Covid / Truss-economics & the current Ukraine war, our portfolio has increased in value.

What could they have done better?

Nothing comes to mind, again in a volatile market, Brian has performed well for us.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Pension drawdown

How has Brian Flindall helped you?

Honesty professional advice

Have you seen the outcome you were hoping for?

Ongoing advice and support

What could they have done better?

Nothing

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Unhappy with previous pension provider

How has Brian Flindall helped you?

Transferred my pension to a better pension provider

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Brian

It was great to meet Brian today, He is very polite,very professional and very informative. I would definitely recommend his services.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Hes continuing to manage my pension while I'm overseas

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Brian

Met with Brian to look into my pensions he's great guy gave me good advice

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Brian was recommended to us by a close friend

How has Brian Flindall helped you?

We found his advice and experience in the pension planning medium of a high quality. He regularly keeps us updated and we also have annual meetings to discuss how our plans are progressing. Would and have recommended him to colleagues and family that were looking for a good financial planner

Have you seen the outcome you were hoping for?

Due to the financial instability of the last 12 months, although our money invested has fallen it is not as bad as the market average fall during this period

What could they have done better?

Nothing, Brians advice was good.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian gave me sound advice on the investment I have made within the current climate.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I suffered a stroke three years ago and need professional advice regarding my pension pot and options available.

How has Brian Flindall helped you?

Brian provided an excellent service in producing a report and advice on a number of schemes that I had acquired whilst working for a number of medical companies throughout my career that was cut short. Advice on each product and which would be best to release and best to keep, this made my decision much clearer and peace of mind for the short and long term.

Have you seen the outcome you were hoping for?

I receive regular updates and information via email updates and news letters which keep me up to date with relevant events.

What could they have done better?

Nothing, extremely happy with the service provided.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I was looking to transfer a pension as a cash lump sum and release 25% of it tax free.

How has Brian Flindall helped you?

Brian gave me sound and easily understood advice on pension transfers including advice on the risks involved. He also did all the work in transferring my pension and kept in touch answering any questions I had during the process.

Have you seen the outcome you were hoping for?

Yes. I'm very pleased with the outcome. Everything went really smoothly.

What could they have done better?

Nothing could have been better. I found Brian to be friendly, very informative and easy going.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

To gain an understanding of our pension pot and when we could retire comfortably

How has Brian Flindall helped you?

Brian reviewed our pensions and identified where we would benefit the most, including giving us an estimated retirement age. Brian listened to our future plans

Have you seen the outcome you were hoping for?

Yes, our pension growth is healthy. All the information given by Brian was transparent and honest

What could they have done better?

N/A Happy with the service provided

Review from verified client

September, 2022