Ian's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 1 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 34 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 49 )
Financial Mentoring ( 16 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 10 )
£100k - £200k ( 16 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Repeat review
by a verified client in Cumbria
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Plant helped you since your last review?
by keeping me up to date with changes
Repeat review
by a verified client in North Yorkshire
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Plant helped you since your last review?
Ian has always kept us up to date and informed with our finances.
Repeat review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Plant helped you since your last review?
Everything is so easily explained in layman’s terms.He makes us very comfortable and describes everything in meticulous detail.In other interviews we have always been a bit stressed but not with Ian,he puts us at ease from the first minute.
Repeat review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Plant helped you since your last review?
Ian offered advice on pension drawdown if my wife is made redundant from her job. Ian also looked at our total estate value and the impact it could have on Inheritance Tax and possible ways of reducing it within our wills, he also suggested we should make Lasting Power of Attorney.
Repeat review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Plant helped you since your last review?
I have known Ian for many years and he has always been very professional, reassuring and very positive