Liam's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 17 )
Pensions ( 35 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 1 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Liam
Prompt service and very helpful
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some advice on my pension as I had retired early
How has Liam Winstanley helped you?
Advised what is the best way to invest the remaining pension once I had received my tax free lump sum.
Have you seen the outcome you were hoping for?
Yes I received the payments well within the timescale I had proposed. Excellent service and happy with the investments going forward
What could they have done better?
Not sure there is anything I can include here
Liam:
Thank you for your review Caroline. Enjoy your well deserved retirement!!Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching 60 feeling a bit overwhelmed facing the next chapter
How has Liam Winstanley helped you?
Liam has visited several times and goes to endless trouble to explain options and how plans , pensions work wtc
Have you seen the outcome you were hoping for?
Not yet as early days and just set up various schemes.
What could they have done better?
Nothing really.
Liam:
Thank you for your review Susannah. Hope that we can get you to where you want to be in your quest for financial clarity, wellbeing & peace of mind!Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted quality advice on how and where to invest/consolidate private pension funds
How has Liam Winstanley helped you?
Liam has been nothing short of fantastic. His advice has been balanced and has always led to a positive outcome for us.
Have you seen the outcome you were hoping for?
Absolutely, despite being in the midst of UK and Global challenging financial conditions and markets
What could they have done better?
Nothing
Liam:
Thank you for your kind words Kevin. Great to hear that you value our collaboration and I look forward to helping you achieve your goals in the years ahead!Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pensions pot advice.
How has Liam Winstanley helped you?
Provided good advice, tax savings.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nione