Kyle's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 9 )
Pensions ( 81 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 5 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 22 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
Up to £50k ( 11 )
£50k - 100k ( 7 )
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 East Riding
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Always transparent and helpful
How has Kyle Penn helped you?
Good advice surrounding pension pots.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Nottinghamshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice / planning.
How has Kyle Penn helped you?
Kyle has provided excellent advise, ongoing financial planning and reviews. He has provided information about investment and retirement / pension options.
Have you seen the outcome you were hoping for?
Yes, Kyle has provided me with a robust pension / retirement planning advise that has informed my retirement decision.
What could they have done better?
Nothing. I have been well advised.
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement
How has Kyle Penn helped you?
with planning
Have you seen the outcome you were hoping for?
not yet
What could they have done better?
hard to say
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Kyle’s for the last 10 years. There is no need for myself to want to move to another adviser, as Kyle’s expertise is giving the best in investments.
How has Kyle Penn helped you?
Financial knowledge, keeping us up to date with our investments, and informing new ones, which benefits myself.
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
N/A
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone to guide me through The pension process
How has Kyle Penn helped you?
Kyle helped sorting my pension option
Have you seen the outcome you were hoping for?
Yes