Phil's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Repeat review
by a verified client in Bedfordshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Phil Waddell helped you since your last review?
Phil has helped me understand the impact of global events on the economy and the associated risks within the areas that I am invested.
Repeat review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Phil Waddell helped you since your last review?
Kept me informed of changes in market and suggested and implemented changes
Repeat review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Phil Waddell helped you since your last review?
Supported by the depth of St James's Place, Phil continues to provide excellent advice and SJP's fund performance continues to be very good in this current, difficult economic climate. We are very happy.
Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For Pension advice
How has Phil Waddell helped you?
By creating a personalised pension plan for me
Have you seen the outcome you were hoping for?
100%, a very thorough plan which I can monitor
Repeat review
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Phil Waddell helped you since your last review?
Phil has great understanding of investments and pensions and is very helpful and knowledgeable. More than this, because he is part of a very effective practice, which is member of St James’s Place, he has phenomenal back up and access to cost effective, well managed funds. We are always happy when we receive our valuation reports.