Brian's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 32 )
Pensions ( 222 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 101 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 53 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 33 )
Financial Planning ( 35 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 38 )
£100k - £200k ( 34 )
Up to £50k ( 35 )
£50k - 100k ( 31 )
Review
by a verified client in Derbyshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming closer to retirement
How has Brian Flindall helped you?
Found suitable products for my needs
Have you seen the outcome you were hoping for?
Yes things are moving in the right direction for me
What could they have done better?
Nothing specific overall happy
Repeat review
by a verified client in Derbyshire
12 days ago
Overall
Advice
Service
Value
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 reviewed my investments and pensions and recommended actions he thought I should take.
Repeat review
by a verified client in Derbyshire
16 days ago
Overall
Advice
Service
Value
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?
As I am now retired I have less need of this service but Brian has always given honest, confidential and clear advice whenever I have dealt with him. Very happy to recommend.
Repeat review
by a verified client in Nottinghamshire
17 days ago
Overall
Advice
Service
Value
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 has helped with our financial planning.
Brian:
Thank you so much for your review, means the worldRepeat review
by a verified client in Leicestershire
20 days ago
Overall
Advice
Service
Value
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 good quality advice, and suggestions in regard to new ideas and opportunities in regard to my pension investments. Our meetings are always constructive, and informative. He explains things in an informed and easy manner.