Sean's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 75 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 45 )
Auto Enrolment ( 1 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 5 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 8 )
£100k - £200k ( 13 )
Up to £50k ( 7 )
£50k - 100k ( 11 )
Review
by a verified client in Moray
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to be able to access the money in a private pension.
How has Sean Gilbert helped you?
Sean clearly explained various different options which were available to me, i.e. How much I could get, how long I would get it for, any charges etc.
Have you seen the outcome you were hoping for?
Yes. Exactly what I was looking for.
What could they have done better?
Nothing. I am 100% happy.
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Sean
Very helpful and knowledgeable
Review
by a verified client in Stirlingshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to plan for my financial future
How has Sean Gilbert helped you?
Sean walked me through various options based on circumstances and my financial goals
Have you seen the outcome you were hoping for?
Yes, feel much more confident in my financial planning and future financial security
What could they have done better?
Not applicable
Review
by a verified client in Stirlingshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After taking early retirement, I was looking for pension advice.
How has Sean Gilbert helped you?
Through a series of meetings , Sean took me through various options and scenarios that were available for me and explained what outcomes to expect.
Have you seen the outcome you were hoping for?
Yes. Extremely satisfied with the result.
What could they have done better?
From my point of view , nothing. All of my queries/questions were resolved and the whole process was completed in a timely manner
Review
by a verified client in Clackmannanshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Decided to retire
How has Sean Gilbert helped you?
Explained my options on what was the best way to use my pension pot
Have you seen the outcome you were hoping for?
Yes but still early days
What could they have done better?
Nothing