Kevin's reviews
Reviewed for
Insurance and Protection ( 33 )
Mortgages ( 10 )
Pensions ( 89 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 58 )
Auto Enrolment ( 2 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 44 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 44 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 43 )
£200k - £500k ( 11 )
£100k - £200k ( 9 )
( 1 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Little depth of knowledge personally
How has Kevin Holleron helped you?
Maximised my pension and savings potential
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and safe investment
How has Kevin Holleron helped you?
Kevin took time to assess our lifestyle and balance that to our future for ourselves and family and then guide our investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Bring cookies and gluten free brownies
Review
by a verified client in Nottinghamshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling my dental practice.
How has Kevin Holleron helped you?
Helped me invest my money in safe places.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
The letters they send are very long and technical. Needs to be in more simpler terms e.g. bullet points, summary. Short and sweet.
Kevin:
Thank you Fariba for your positive review. It is a pleasure to work with you on your financial plans and I look forward to working with you in the future. Thank you for choosing us as your partner in achieving financial success for yourself and your family. Best wishes KevinReview
by a verified client in South Yorkshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Kevin’s for some twenty years or more. I was looking to plan my pension investment toward my retirement whilst maximising tax planning
How has Kevin Holleron helped you?
Kevin has advised both m6 wife and I on our pension investment and on the best way to manage our private and NHS pension drawdown
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, we are both very happy with the way our plans have been drawn up
Kevin:
Thank you Cliff for your positive review. It is a pleasure to work with you on your financial plans and I look forward to working with you in the future. Thank you for choosing us as your partner in achieving financial success for yourself and your family. Best wishes KevinReview
by a verified client in West Yorkshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t happy with my previous financial advisor
How has Kevin Holleron helped you?
Help & advice with NHS pension Saving investment advice
Have you seen the outcome you were hoping for?
Returns haven’t been as good for the last few tee
What could they have done better?
Not have invested as much in commercial property
Kevin:
Thank you Adrian for your positive review. It is a pleasure to work with you on your financial plans and I look forward to working with you in the future. Thank you for choosing us as your partner in achieving financial success for yourself and your family. Best wishes Kevin