Brian Flindall

Review from verified client

October, 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pension release

How has Brian Flindall helped you?

By consolidating all my money all together so it is easier for me to keep track of what I have

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2022

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

Early retirement

How has Brian Flindall helped you?

Advised how to manage fund

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

July, 2022

Please provide a brief comment about your experience with Brian

Brian is always on time and is always happy to help he will go above and beyond to help you as much as he can he was so knowledgeable when it came to my pension and told me the best way forward

Repeat review from verified client

June, 2022

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 my family in reinvesting money after my fathers passing. Advice on other personal financial matters and company matters too.

Review from verified client

May, 2022

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

Requirement for a pension.

How has Brian Flindall helped you?

Advising over many years, whenever I required financial advice.

Have you seen the outcome you were hoping for?

Yes.

Repeat review from verified client

May, 2022

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 done a full review of our pensions and advised me on what options are available to us, he also reviewed our mortgage and advised us to stay where we are which is refreshing and shows his commitment to us as more than customers, I have recommended him to friends and family simply because of his honesty where the client certainly comes first.

Review from verified client

April, 2022

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

Turned 50 years of age and wanted advice

How has Brian Flindall helped you?

Sorted mortgages transfered my work pension

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Repeat review from verified client

April, 2022

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 always gives sound advice. He doesn't tell me what to do just offers informed choices.

Repeat review from verified client

April, 2022

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?

I was concerned about by pension after COVID hit and the loss it had made over that period. Brian came over talked me through my concerns and reassured me. Everything he told me regarding the recovery of my pension pot was correct and happened.

Repeat review from verified client

April, 2022

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 assisted with my uncertainty of what to do with an inheritance from my late mother. He found the most appropriate product for me, and was efficient and mindful of my circumstances when dealing with the investment. He ensured I was happy with my choices. He also assisted in releasing funds from a previous investment, a process I would have found daunting.

Repeat review from verified client

April, 2022

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?

Regular emails and phone conversations have kept me in the loop

Repeat review from verified client

April, 2022

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?

Yes Brian keeps in touch with me which is reassuring to know

Repeat review from verified client

April, 2022

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 never let me down on advice and investment, he is so on my level when discussing my finances , also I look on him as a friend.

First impression from a user who is not yet a client

April, 2022

Please provide a brief comment about your experience with Brian

I have really enjoyed Brian's support, as he showed a high level of professional ethics that was amazingly delivered with an need to listen, ask important questions and empathy. I found it relatively easy to quickly build a high level of trust with him, that was developed around his values for honesty and confidentiality. I could easily continue with a long list of more positive facts, but also aware that his is a humble man, so will leave it there

Repeat review from verified client

March, 2022

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?

We agreed no changes to my policies and we were both happy with the outcome.

Repeat review from verified client

March, 2022

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?

Good advice and clearly went through next options

First impression from a user who is not yet a client

March, 2022

Please provide a brief comment about your experience with Brian

Brian's advice and support was incredibly helpful. He was really down to earth, and answered my questions with clarity and detail. I certainly left feeling much clearer about my options moving forwards, and would highly recommend Brian to anyone looking for financial advice.

First impression from a user who is not yet a client

February, 2022

Please provide a brief comment about your experience with Brian

Brian was patient, down to earth, and really helped me to achieve the basic level of understanding that I needed.

Repeat review from verified client

December, 2021

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 is helping to managed my pension while I'm working in Australia - and he doing a wonderful job

Review from verified client

November, 2021

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

I had many pension plans and was looking to consolidate them. Brain came as a recommendation so I approached him.

How has Brian Flindall helped you?

Reviewed all my pensions and explained each one in turn. Found the best solutions for me and did all the transfer work.

Have you seen the outcome you were hoping for?

Yes have started to.

Review from verified client

November, 2021

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

I contacted Brian back in May 2021 after being given his name by a friend as I was due to retire and had two large pensions that I required advice on

How has Brian Flindall helped you?

Brian advised me to combine the two pensions and then took me through ways of what could be done with it. He also asked questions to see what sort of risk I would prefer. I was happy with his advise and asked him to look after it for me. He also advised that investments could fall as well as rise.

Have you seen the outcome you were hoping for?

Yes I have, He advised a Royal London investment which meets my requirement [Inc 25% tax free release that I required]. In the 3 months of investment, my portfolio has risen by 4%. I intend to take drawdown in the next financial year starting April 2022

What could they have done better?

Nothing, his advise was excellent [I pre-checked that he was authorized to carry out the advise he gave me and also noted good independent references for him on this site

Review from verified client

November, 2021

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

BSC Pension

How has Brian Flindall helped you?

got the ball rolling in 2017

Have you seen the outcome you were hoping for?

yes when i turned 55

What could they have done better?

nothing really

Review from verified client

November, 2021

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

Brian provides sound, honest and clear direction with regards to financial management and pensions. I found it refreshing to talk to Brian and take his advise on money matters and where best to invest. I look forward to our catch ups to review how my investments are progressing.

How has Brian Flindall helped you?

Financial investments, pensions and transfers

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At the moment I am more than happy with the service provided

Review from verified client

November, 2021

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

To look at my longer term financial planning

How has Brian Flindall helped you?

He scoped out all my financial needs and helped me put a realistic plan in place to achieve my goals by my retirement age.

Have you seen the outcome you were hoping for?

Its too early to see from what I do know the pensions are performing extremely well.

What could they have done better?

No, perfect service for what I needed. Plain speaking, no jargon and really helpful.

Review from verified client

November, 2021

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

Having a lot of pensions needed advice of what to do

How has Brian Flindall helped you?

Top Quality advice about all my pensions and what to do with each one

Have you seen the outcome you were hoping for?

Yes they have been moved into a better place

What could they have done better?

Nothing

Review from verified client

November, 2021

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

I was put in contact with Brian through a member of the family as I was looking to start a private pension

How has Brian Flindall helped you?

Brian gave me excellent advice on a private pension, transferring funds and ultimately setting one up.

Have you seen the outcome you were hoping for?

So far I am happy with the service I have received

What could they have done better?

At the moment there is nothing that I believe could have been improved

Review from verified client

November, 2021

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

I wanted to retire so that I could care for my husband who has a rare blood cancer.

How has Brian Flindall helped you?

Brian helped by consolidating my pensions, allowing me to take a tax free lump sum which meant I was able to retire early.

Have you seen the outcome you were hoping for?

Yes, there were no problems and we are both grateful for the help and advice that we received.

What could they have done better?

Nothing, no complaints we are very pleased with the service.

Review from verified client

November, 2021

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

Need to release funds due to surgery.

How has Brian Flindall helped you?

Brian gave me clear advise and options and was not put under any pressure. A pleasent experiance for someone who had never looked for advice in the past, and was made to feel comfortable and at ease.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot

Review from verified client

June, 2021

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

Father passing away

How has Brian Flindall helped you?

Planning for the future along with help with financial planning on a new house build

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

May, 2021

Please provide a brief comment about your experience with Brian

Brian was brilliant, friendly and knowledgable. We approached brian for help with our pensions and we couldn't have received better service. We will definately be using Brian again in the future and would highly recommend him.

Repeat review from verified client

May, 2021

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?

With further advice as and when required.

Repeat review from verified client

May, 2021

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 contacts us not too often to update us, my pension is flying which is totally down to me acting on the advice i was given backed up by hard facts. I am very happy with the service provided even though I can be hard to please.

Repeat review from verified client

May, 2021

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 continued to help get the best return on my personal pension

Repeat review from verified client

April, 2021

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 been able to provide a more preferable fund which allowed me to release some money and reinvest the remaining with companies giving a better return on my investment.

Repeat review from verified client

April, 2021

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?

With support and sound informed advice

Repeat review from verified client

April, 2021

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?

I need advice about transferring a pension

Repeat review from verified client

April, 2021

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 helped me obtain a greater understanding of my pension how it works and on how to maintain it going forward into retirement just good house keeping advice.

Repeat review from verified client

April, 2021

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 helped me withdraw some money from my pension.

Repeat review from verified client

April, 2021

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/advised and facilitated money release from another fund which was great ?

Repeat review from verified client

April, 2021

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?

Because of the Covid virus I haven’t visited Brian at his offices for a one on one update. But Brian regularly keeps me updated on any changes connected with my pension and it’s investments. I know that a phone call or an e-Mail to Brian will result in him answering any queries that I might have.

Repeat review from verified client

April, 2021

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?

Conscious of Covid safety and always circumspect and professional, Brian contacted me to let me respectfully know that I needed to update the trustee to my savings/investments after a suitable time following my partner's death, also advising a change of will, something I had put to the back of my mind, and for which I was grateful. He was able to advise on monies from deferment of State pension after I requested help/advice. Over the years Brian has always steered me in the right direction and has made a good deal of money for me despite the fluctuating fortunes of the economic market. He has been a boon.

Review from verified client

April, 2021

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

Early retirement and pooling of 5 pension funds

How has Brian Flindall helped you?

Sound advice which was easy to understand and answered all my questions

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

No area of concern

Review from verified client

April, 2021