Ashley's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 57 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 36 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 16 )
£100k - £200k ( 12 )
Up to £50k ( 4 )
£50k - 100k ( 4 )
Review
by a verified client in Cumbria
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest and maturity of pensions.
How has Ashley Magean helped you?
Guided us through each process, and kept us informed at all times.
Have you seen the outcome you were hoping for?
Yes, often over and above.
What could they have done better?
Nothing g springs to mind.
Ashley:
Thanks so much for your kind review! We really appreciate you taking the time to leave your feedback. I look forward to seeing you both at our next meeting.;Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser referred me
How has Ashley Magean helped you?
Smooth transfer
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Too early to say
Ashley:
Thank you so much for your kind review. We really appreciate you taking the time to leave your feedback. I look forward to seeing you in the coming months.Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previously had little advice from a bank manager that wasn’t tax efficient
How has Ashley Magean helped you?
I believe Ashley to be a trust worthy and honest person which has given me confidence
Have you seen the outcome you were hoping for?
Yes until recently but this is nothing to do with Ashley, only Mr Trump
What could they have done better?
Nothing
Ashley:
I appreciate you taking time to leave a positive review. Whilst we can't influence events such as those involving Mr. Trump, our strategic approach is designed to manage potential market fluctuations and protect your long-term financial security. I look forward to seeing you again at our next meeting.Review
by a verified client in Cumbria
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Original adviser moved on
How has Ashley Magean helped you?
Explaining
Have you seen the outcome you were hoping for?
Think so
What could they have done better?
Who knows
Ashley:
Thank you for your feedback. We're delighted to hear you're on track and have seen the results you were hoping for, and we're very grateful for your recommendations. We noted your comment about meeting frequency; our records indicate we've met two or three times in the past couple of years. To ensure the accuracy of future reviews, please feel free to contact us if you have any questions while completing the feedback questionnaires.Review
by a verified client in Cumbria
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ashley Magean helped you?
Set up income drawdown
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
All good so far.
Ashley:
Thank you for taking the time out to provide a positive review. On behalf of the entire team here I am pleased that you value the service we have provided and hope you are enjoying your early retirement. Look forward to catching up at our next meeting. Ashley