Vinny's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 1 )
Pensions ( 79 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 3 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 11 )
£100k - £200k ( 12 )
Up to £50k ( 21 )
£50k - 100k ( 6 )
Repeat review
by a verified client in West Yorkshire
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vinny Lall helped you since your last review?
We have an annual Pension review and Vinny is always very knowledgeable, asks what you want to achieve then advises the best options for you. He produces a comprehensive forecast document which is good to see; it also lists all the funds your pot is split across and you can request specifics such as ethical or environmentally positive investments only etc Vinny is always available if I have any questions throughout the year, quick to respond and to get back to you. I highly recommend Vinny for any financial advice.
Vinny:
Many thanks for your feedback Jaccqui, as always it is much appreciatedRepeat review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vinny Lall helped you since your last review?
Vinny calls round annually to explain how my pension is doing and leaves me with all the information so I can read it.
Vinny:
Hi Steve great catching up yesterday. All looks in order. Until next year. VinnyRepeat review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vinny Lall helped you since your last review?
As we continue with our pension investments, Vinny has started to provide guidance on the options we have available to us that could mean we do not have to stay in our current professions until 'standard' retirement age of 67.
Vinny:
Thanks for your comments Ed. Much appreciated. I look forward to seeing you again next yearRepeat review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vinny Lall helped you since your last review?
Vinny has continued to provide excellent advice and service with my private pension and investments.
Vinny:
Thank you for your kind words Abi. See you again soon.Repeat review
by a verified client in West 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 Vinny Lall helped you since your last review?
Vinny has helped guide me on how to invest money and how to grow my income.
Vinny:
As always val, a complete pleasure working with you and your family