Ben Lancaster

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Ben

Whilst this is an embryonic relationship with DepledgeSWM and Ben in particular, I have now had a couple of meetings with him with the most recent being an initial face to face meeting. Ben was kind enough to travel to London (where I was on business) to hold the meeting with me. So far, I am very encouraged with what I have experienced and positive around a potential long term business relationship with him as I move towards retirement. An attentive and interested listener and, has a skill for capturing and remembering virtually everything that is discussed. I am encouraged by the approach being suggested and am looking forward to getting to know Ben more and, hopefully, working with him in the future.

Ben's reply

Dear Mike, Many thanks for your excellent feedback. I have thoroughly enjoyed our discussions to date and will be delighted to provide support relating to your financial planning, regardless of whether we ultimately engage or not. Very best wishes, Ben

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Ben

If retiring seemed a big decision to make, getting excellent financial advice from someone you can trust with your retirement pot is even greater. Fortunately for us Ben Lancaster has helped us through the whole process. Providing us with a very clear plan of all options available. We couldn't have asked for anything more.... Excellent communication, clear advice, prompt follow up. Professional and personal approach throughout.

Ben's reply

Dear Howard & Vicki, Many thanks for your excellent review, greatly appreciated. A pleasure to advise you and I look forward to working closely together for many years to come. Very best wishes, Ben

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Required our pensions to be sorted at retirement and advice on how best to do this.

How has Ben Lancaster helped you?

Ben consolidated all our pensions and then best advice us on long term investments.

Have you seen the outcome you were hoping for?

It has been a tough period since we started with investing but it shown a steady growth over the period knowing it is a long term investment.

What could they have done better?

We feel Ben has kept on top of our investments and advised us when things needed to change or he felt we would be better off moving to other things. We have trusted his advice and know he has our best interest at heart.

Ben's reply

Dear Tom, many thanks for your excellent review, greatly appreciated. A pleasure to advice you both and I look forward to continuing our good work for many years to come. Very best wishes, Ben

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Pending retirement

How has Ben Lancaster helped you?

He's advised us through every aspects

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Ben's reply

Dear Michael, Many thanks for your excellent review, always a pleasure to advise you and I look forward to continuing for many years to come. Very best wishes, Ben

Repeat review from verified client

October, 2023

This review is a follow-up review from a client who left a review previously.

How has Ben Lancaster helped you since your last review?

Ben has advised for us to arrange our will which we are doing

Ben's reply

Many thanks for the excellent review, both. Always a pleasure to help you and family. Very best wishes, Ben

First impression from a user who is not yet a client

September, 2023

Please provide a brief comment about your experience with Ben

Ben was personally recommended to me by someone I trust implicitly. I was not disappointed. From meeting Ben, he immediately put me at ease and I was very comfortable sharing information about my finances and my life in general. He made the technical easy to understand. I felt at the end of our conversation, I had a good insight and was in very capable hands.

Ben's reply

Dear Lynne, Thank you for your excellent review, greatly appreciated. A pleasure to meet you and I am thoroughly looking forward to developing our relationship and supporting you with your finances for many years to come. Very best wishes, Ben

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Advice on investments, pensions & inheritance tax planning.

How has Ben Lancaster helped you?

Very pleased with the service provided by Ben - he is always extremely responsive and very keen to ensure we are happy with his advice. He works hard to ensure he understands what we are looking for and clearly puts a great deal of effort into thinking about the best options for us.

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Has taken longer to set up the new portfolio than we would have liked but Ben has personally worked harder to move things along.

Ben's reply

Dear Tom & Natalie, Many thanks for your excellent review, greatly appreciated. You and family are a pleasure to act for and I look forward to continuing for many years to come. I am aware that the initial set up process took longer than we would have all liked. As you have kindly noted, I have tried to progress matters as much as possible, but ultimately most of the delays have been caused by slow provider response times. This is an industry wide issue and so hopefully we some improvements going forward. Thanks again & very best wishes, Ben

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

I though I had been managing a wide range of accounts, investments and recent inheritances well but I recognized I actually needed professional help and support to make these work for me both now and for my future needs.

How has Ben Lancaster helped you?

Ben took an holistic approach with me, spending as much time as I needed, listening to my requirements and then supplied me with suggestions for me to consider. Then we worked together to implement changes to all aspects of my finances to help me consolidate and future proof it all. It has all gone very well and has helped my confidence grow to help make even better decisions as I know and understand more on how these things work. Always at the end of a phone if needed Ben was a great choice and I'm more than happy to be guided by him going forward.

Have you seen the outcome you were hoping for?

Of course anyone would want immediate improvements but the investments are not to bad considering and anyone looking at the difficulties going on around us would not be surprised by that. I understand that they are for my long term benefit which is how I want them to be. The revised plans we are going to put in place will help refocus for the future around present difficulties in the world markets and have better results ahead.

What could they have done better?

We have just had our first annual review and have talked through several revisions which Ben and I feel are the best way forward at this time. In the end that is a fair and logical approach to help me achieve the results I want.

Ben's reply

Dear Jean, Thank you for your excellent review. The macroeconomic climate has been very volatile during the short time we have worked together, but we have made good decisions in providing you with a balanced/diversified portfolio of assets (at a very competitive overall cost). A long-time horizon for investment and regular reviews will maximise the chances of success. Always a pleasure to act for you and I look forward to continuing for many years to come. Very best wishes, Ben

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

I was withdrawing from a company pension scheme and wanted some advice regarding effective investment of the fund.

How has Ben Lancaster helped you?

Ben has provided good quality and clear advice from the beginning, is always very thoughtful in his approach, takes care to ensure we are happy with his recommendations and has been responsive whenever we have been in need of advice.

Have you seen the outcome you were hoping for?

Yes, we have a clear approach, a strategy we are comfortable and easy access to information about our money.

What could they have done better?

Nothing of note

Ben's reply

Dear Matt, Many thanks for your excellent review, greatly appreciated. A pleasure to work with you and I look forward to continuing for many years to come. Very best wishes, Ben

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension transfer

How has Ben Lancaster helped you?

Very much so, excellent

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

I don’t believe anything

Ben's reply

Dear Chris, Many thanks for your excellent review. A genuine pleasure to work with you and family. I look forward to continuing our relationship for many years to come. Very best wishes, Ben

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Ben

Ben is happy to take the time to explain what can be complex issues, helping me get my pensions in order.

Ben's reply

Dear John, Many thanks for your review, I look forward to advising you in future. Very best wishes, Ben

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Ben

Ben called when he said he would, very clear and concise with the points we covered, made me feel at ease very quickly, great experience.

Ben's reply

Dear Shaun, Many thanks for your excellent review, greatly appreciated. A pleasure speaking with you and I look forward to supporting you in the achievement of your goals. Very best wishes, Ben

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

I was approaching 55 and thinking of early retirement and pension planning.

How has Ben Lancaster helped you?

Ben has advised on my pension options, assisted with a major pension transfer and is now advising on the management of my pension investments.

Have you seen the outcome you were hoping for?

Yes, I have my pension funds consolidated and under private investment.

What could they have done better?

Nothing I could think of.

Ben's reply

Dear Chris, Many thanks for your excellent review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Very best wishes, Ben

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking to transfer my pension from a Company pension.

How has Ben Lancaster helped you?

Ben has been amazing right from the start of the process, he is extremely knowledgeable, he provides very clear and understandable information (translated all of the pension jargon into plain English) and all of this was done in a professional and very personable manner.

Have you seen the outcome you were hoping for?

Yes with Ben's support I have achieved my original goal.

What could they have done better?

Nothing, I can't fault him in any way.

Ben's reply

Dear Tracey, Many thanks for your excellent review, greatly appreciated. I look forward to advising you for many years to come. Very best wishes, Ben

First impression from a user who is not yet a client

July, 2023

Please provide a brief comment about your experience with Ben

I'm shopping around and looking for a good Pension and Financial advisor to keep my goals on target. I had a introductory phone call which I felt totally at ease in sharing my circumstances and that I was speaking with Ben and regardless of whether I end up a his client or not, he took time to engage with me. I will state already the fact emails are answered in good timely manner by Ben and I feel the professionalism at work. I looked at and took time to contact another company before I found Ben Lancaster and despite my emails, completing forms etc, still no acknowledgements which is all us clients really want.

Ben's reply

Dear Stephen, Many thanks for taking the time leave a review, greatly appreciated. I look forward to further supporting you with your financial planning. Very best wishes, Ben

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

As I approached fifty I decided to proactively research, control and hopefully safeguard my future by engaging a specialist Financial Advisor and Ben came very highly recommended by a close, trusted work colleague.

How has Ben Lancaster helped you?

Ben has helped me sort the differing pensions that I had accumulated over the years, into a single entity of my choosing, allowing me greater control and flexibilty over my future finances. He achieved this by firstly meeting with myself and my wife, documenting current assets, pensions etc, and then taking time to understand us, (as a family unit), What was important to us, what were the aspirations, goals, concerns, fears etc. Everything was completed at a pace that was fully under our own control, with Ben making sure that everyone was entirely happy and fully understood the next steps ahead, before we embarked upon them. This no-pressure, fact based approach meant that as a family, we felt in full control of the process, and that the process had been tailored to our individual requirements, and not simply a homogeneous overlay

Have you seen the outcome you were hoping for?

Yes, I have now retired early, as well as both my children benefiting from lump sum payments to help them start out their own journey in life.

What could they have done better?

Introduced himself to me ten years earlier, as I would be far wealthier if I had had the benefit of his advice earlier on in my working career.

Ben's reply

Many thanks for your excellent review, Damian and Jacqui. A genuine pleasure to act for you both and I look forward to continuing for many years to come. All the very best, Ben

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Ben

Ben was very helpful in guiding me through my delicate financial situation. He took the time to understand my requirements and explained each area in terms easy to understand. Ben is a very professional and I highly recommend him.

Ben's reply

Dear Katie, Many thanks for your review. A pleasure speaking with you and I look forward to advising you in future. All the best, Ben

First impression from a user who is not yet a client

April, 2023

Please provide a brief comment about your experience with Ben

I had a really informative meeting with Ben, who discussed what i wanted to achieve once i get to retirement age. Ben went through potential options for my pensions and gave me some great advice.

Ben's reply

Dear Martin, Many thanks for your review. Look forward to working with you in future. Best wishes, Ben

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

To transfer my pension out of the company pension scheme.

How has Ben Lancaster helped you?

Ben has successfully completed the transfer of my pension from the company pension scheme. Ben has set up and closely monitors my investment portfolio. Ben is extremely professional and knowledgeable in his field, his guidance and expertise has been greatly appreciated over the years.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

Nothing comes to mind.

Ben's reply

Dear Ken, Many thanks for your review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Planning for an early retirement and my future.

How has Ben Lancaster helped you?

Excellent support and advice. Ben explains everything in a way that I understand, in particular around investments and any associated risks.

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

There are no improvements that I can think of.

Ben's reply

Dear Michelle, Many thanks for your review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Transfer of pensions

How has Ben Lancaster helped you?

being willing to listen and advise on options

Have you seen the outcome you were hoping for?

Not yet but that is as a result of market volatility in 2022

What could they have done better?

Nothing comes to mind...

Ben's reply

Dear Richard, Thank you for your review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

To ensure there was enough in our pension pots to take earlier than statutory retirement.

How has Ben Lancaster helped you?

Made sure we were given the best advice to ensure financial stability and life style choices could be met throughout retirement.

Have you seen the outcome you were hoping for?

Ongoing still, but yes.

What could they have done better?

Speeding up the time between consultation and the resulting forecasts or actions but saying that it is better to ensure it is all correct and quality assured before speed. We are always kept informed with any delays.

Ben's reply

Dear Vivien & Paul, Thank you for your review - greatly appreciated. A pleasure to advise you both and I look forward to continuing for many years to come. I do recognise that the forecasts take some time to construct. However, and as you clearly understand judging by your comments, we must ensure accuracy. This is in addition to catering for the needs of our other valued clients. Best wishes, Ben

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Our previous financial advisor has retired

How has Ben Lancaster helped you?

Ben has helped facilitate moving our pension and exploring other options

Have you seen the outcome you were hoping for?

Ben has been very professional throughout.

What could they have done better?

Prevented the war in Ukraine and Liz Truss being PM

Ben's reply

Dear Duncan & Belinda, Many thanks for your review, greatly appreciated. A pleasure to advise you both and I look forward to continuing for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Ben

Our interactions with Ben were smooth, informative and clearly understood at all times. Ben took the appropriate amount of time to fully answer our questions. Communications in between meetings were prompt and courteous Although we eventually chose a different investment outcome we would not hesitate to recommend Ben's financial advice due the the balanced views provided.

Ben's reply

Dear Nick & Sue, Many thanks for your review, I thoroughly enjoyed speaking with you both and am pleased that you settled on a way forward that you feel best meets your requirements. Best wishes for the future, if I can be of further support please don't hesitate to let me know. Ben

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

Reaching retirement age and wishing to ensure pension pot would be used to help ensure financial security during my retirement

How has Ben Lancaster helped you?

Prompt and clear pension advice

Have you seen the outcome you were hoping for?

Considering how the economic picture has been recently clear and precise planning has resulted in better than expected results

What could they have done better?

Nothing

Ben's reply

Dear Simon, Many thanks for your review. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Ben

Very professional and pleasant to deal with.

Ben's reply

Dear Dave, Many thanks for your review, greatly appreciatied. I am looking forward to helping you achieve your goals. Best wishes, Ben

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Ben

Excellent communicator and immediately made me feel at ease

Ben's reply

Many thanks for your review, Alison. I look forward to supporting you with making the right decisions. Best wishes Ben

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

I was being made redundant after 40years within the same company and had also built up a substantial pension pot. I wanted the best advice possible before making any decisions.

How has Ben Lancaster helped you?

Ben has been a huge help to me. I spent time with several other Financial Advisors before choosing Ben, partly due to his ability to explain things in a way everyone can understand. But most of all, his empathy, compassion and huge level of commitment towards me and my family meant he was my “go to” person in this case.

Have you seen the outcome you were hoping for?

Yes, my investments have continued to grow in the current volatile markets.

What could they have done better?

I feel there is absolutely nothing they could of done better for me. The experience I’ve had with Ben and Depledge since day one has been exceptional.

Ben's reply

Dear Janette, Many thanks for your excellent review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Ben

I decided to contact Ben through a family recommendation and I am incredibly glad that I did. Even though I felt I had straightforward financial circumstances, there were areas in relation to my current pension, mortgages and insurances that I wouldn't have considered without Ben's (and his team's) advice. Ben is extremely easy to speak to, very friendly and can explain complicated financial information easily to a person like myself who finds financial obligations complex and (at times) a bit of putting off exercise. It has helped me to focus the weak areas in my future planning that I hadn't considered. I highly recommend Ben to anyone, no matter what financial stage you may be at in your life - this is not a service provision that is only for high net worth individuals.

Ben's reply

Dear Angela, Many thanks for your excellent review, greatly appreciated. A pleasure to advise you and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement arrangements

How has Ben Lancaster helped you?

Organizing finances to maximize return to enable financial security of income.

Have you seen the outcome you were hoping for?

Yes

Ben's reply

Dear Janet & Stuart, Thank you for your review, it is a pleasure to advise you both. Look forward to continuing for many years to come. Very best wishes, Ben

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Ben

An initial discussion was had with my wife who decided to go to next stage, where their team collected and collated the information from both our numerous pension providers. Then we had an 1.5 hour Teams review of this. This was all done 'free/no-obligation'. Thankfully for us all, this time wasn't wasted and Ben left us both confident that we wanted to progress with him and his team, and the solutions he was suggesting. The discussion was detailed but succinct and focused and left us optimistic that we could dramatically improve our pension planning & outcomes, & visibility/tracking of this. I appreciated that his personable approach, and that he also constantly tried to clarify the jargon and summarise the points as he lead us through the discussion. We certainly got the impression that he and his team aren't focused on making 'easy money' for themselves and instead take more pride in helping their clients get their own money working harder for them. We're happy that it's a service that will more than pay for itself over the next 10 to 15 years.

Ben's reply

Dear Kevin, Many thanks for your excellent review, greatly appreciate. I look forward to acting for you both for many years to come. Best wishes, Ben

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed support with redeploying a pension share

How has Ben Lancaster helped you?

Ben has helped immeasurably from initially explaining all the options available to me and providing forecasts and scenarios that gave me certainty around next steps in the immediate and long term. He has ‘had my back’ during the turbulence of the last 18 months and initiated some investments that have performed brilliantly despite the overall market uncertainty.

Have you seen the outcome you were hoping for?

Yes sbdolutely

What could they have done better?

I can’t fault Ben and his knowledge, client care and professionalism

Ben's reply

Dear Sally, Many thanks for the review, your feedback is greatly appreciated. A pleasure to act for you and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

When wrestling with decision on whether to take early retirement I needed some clear advice on my options

How has Ben Lancaster helped you?

Ben gave great advice, making options very clear and concise. Ben always ensured I fully understood what he was explaining and gave me confidence in decisions I could take.

Have you seen the outcome you were hoping for?

Yes although the recent political turmoil has had an impact that is hopefully short term

Ben's reply

Dear Karl & Jane, Many thanks for your review, greatly appreciated. It's a pleasure to act for you both and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement

How has Ben Lancaster helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Ben's reply

Dear Janet & Stuart, Many thanks for the review, it is a pleasure to act for you both. Look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Complex pension situation requiring financial epertise and guidance

How has Ben Lancaster helped you?

By educating me and producing sound financial proposals to assure my future financial position post retirement. He has also assisted me in completing some of the requisite forms that have been somewhat challenging

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Consider that Ben's service has been thorough and to a very high standard

Ben's reply

Many thanks for the excellent review, Georgina. A pleasure to act for you and I look forward to continuing for many years to come. Best wishes, Ben

Repeat review from verified client

October, 2022

This review is a follow-up review from a client who left a review previously.

How has Ben Lancaster helped you since your last review?

Guided us with Equity release and also using that cash for investment for building interest whilst the cash is used over the next 15-20 years

Ben's reply

Dear Graham & Pam, Thank you for the excellent review, greatly appreciated. A pleasure to act for your both and I look forward to continuing for many years to come. Best wishes, Ben

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

We had savings which were not making much on low interest rates and needed professional advice. Also we both had pensions which needed to be centralising into one and we needed professional advice on how to go forward.

How has Ben Lancaster helped you?

He has helped by advise on savings and combining our pensions. Also he has always kept us with up to date advice and on how our investments are progressing.

Have you seen the outcome you were hoping for?

Yes we are both satisfied with the outcome especially having gone through some rough financial periods.

What could they have done better?

No we don't think that they could have done much better and have made a low risk increase during some bad times.

Ben's reply

Many thanks for the excellent review, Tom and Sue. A pleasure to act for you both and I look forward to continuing for many years to come. Best wishes, Ben

Repeat review from verified client

October, 2022

This review is a follow-up review from a client who left a review previously.

How has Ben Lancaster helped you since your last review?

Ben has been very helpful in putting our monthly income in place, through discussion it proved to be most beneficial to. Plus we have discussed further investment regarding child and grandchildren. His knowledge & help putting things into perspective is very helpful whilst he keeps our interests a priority.

Ben's reply

Many thanks for your excellent review, Mike and Karen. It’s a pleasure to look after you and I look forward to continuing for many years to come. Best wishes. Ben

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Ben

I spoke to Ben about specific tax questions. He was approachable, quickly understood my questions and was able to help me to understand the situation that I found myself in. I was able to leave the conversation with a much clearer understanding.

Ben's reply

Many thanks for the review Raj, I am pleased that our discussion was helpful. Best wishes, Ben

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Ben

Ben's preparation for our meeting was excellent; he had a well thought-through agenda, had prepared each scenario with detailed calculations for each, and facilitated both discussion and answered all my questions fully. Transparency is vital in discussions such as these and, again, Ben provided full disclosure and was painstakingly thorough. I came away both informed and able to make the best choices for me. I'd have absolutely no hesitation in recommending Ben to friends and colleagues as a Financial Adviser.

Ben's reply

Dear Kelvin & Pat, Thank you for taking the time to leave a review, greatly appreciated. Thoroughly enjoyed meeting with you both and look forward to meeting again shortly. Best wishes, Ben

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

I had accumulated several pension schemes each with different rules and restrictions. I wanted to create a coherent and flexible Pension plan that optimised the schemes.

How has Ben Lancaster helped you?

Ben developed a robust plan to consolidate the schemes that made the best of the individual schemes while also taking into account overall factors such as LTA and a trade off between flexibility vs security.

Have you seen the outcome you were hoping for?

I am confident we have the right plan which we are implementing now.

What could they have done better?

The time to implement has necessarily been uncertain due to the aftermath of CoVID meaning the response of various pension trustees has been tardy. Ben's estimates of the time to complete various stages have been a bit out (both ways).

Ben's reply

Dear Chris, Many thanks for your positive review, greatly appreciated. Estimating the response times of third parties is never easy (as it is ultimately out of control), but we will endeavour to nudge matters along and give you a realistic timescale to completion. Looking forward to working with you for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

July, 2022

Please provide a brief comment about your experience with Ben

Finding a financial adviser can be a tricky business - you need someone who is completely trustworthy, an attentive listener, can communicate complex information, has the ability to provide appropriate advice and act in your best interests. Ben has all these qualitities and I look forward to continuing our professional relationship.

Ben's reply

Many thanks for your review Caroline, I look forward to working with you and Graham. Very best wishes. Ben

First impression from a user who is not yet a client

June, 2022

Please provide a brief comment about your experience with Ben

Ben was very professional and thorough in helping me improve my awareness of options available to me based on the information I was able to provide. Ben was very clear in his explanations and made sure that I was happy with each stage of our discussions and was able to add clarification where appropriate including doing further research when he felt it necessary. I felt that Ben was not only professional but also cared about me getting the best outcome possible and treated me with respect and sensitivity and I owe him a debt of gratitude for his help and advice.

Ben's reply

Dear Janet, Many thanks for your kind words, it was a pleasure helping you and I look forward to speaking again in future. Very best wishes, Ben

First impression from a user who is not yet a client

June, 2022

Please provide a brief comment about your experience with Ben

We are extremely pleased with the level of professionalism shown by Ben. We very much look forward to working with him going forward.

Ben's reply

Dear Caroline & Richard, Many thanks for your review, greatly appreciated. Thoroughly looking forward to working with you both also. Best wishes, Ben

First impression from a user who is not yet a client

June, 2022

Please provide a brief comment about your experience with Ben

Ben and I had a really good “chat” which made it fell comfortable. It was two way and flowed naturally. If we didn’t cover something off Ben asked for more. This showed to me Ben has a well planned approach, listens and records as the conversation develops but then goes back to clarify or request more. Ben was able to look at various aspects that will be important for future review and outlined steps that could be considered. Ben was transparent about likely costs/fees. I came away from the call positively. Thank you Ben.

Ben's reply

Dear Matt, Many thanks for your review, greatly appreciated. Looking forward to further discussion with you in due course. Best wishes, Ben

First impression from a user who is not yet a client

June, 2022

Please provide a brief comment about your experience with Ben

At the exploratory stage Ben has been open, informative, flexible and professional, and I am full looking forwards to working with him more as my financial adviser.

Ben's reply

Many thanks for your review and kind words, Chris. Thoroughly looking forward to working with you. Very best wishes, Ben

First impression from a user who is not yet a client

April, 2022

Please provide a brief comment about your experience with Ben

Ben has a professional, open and transparent approach, with clear and complete communication throughout. I have no hesitation in recommending his services.

Ben's reply

Dear John, Many thanks for your review, it's a pleasure to act for you and I look forward to doing so for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

April, 2022

Please provide a brief comment about your experience with Ben

Ben has explained things with great clarity throughout all our meetings, ensuring we fully understood the options under discussion.

Ben's reply

Many thanks for your review Karl, I am delighted to be working with you and Jane. Look forward to taking care of your finances for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

April, 2022

Please provide a brief comment about your experience with Ben

My original expectations of the initial contact with Ben was that I would get a 1/2 phone call where we would have just a very general discussion about the health of my pension plans and investments. I also had not had a great experience with a previous Financial Adviser many years ago and so I was delighted when Ben gave me far more than the expected consultation. The depth of his analysis and advice was far more than I was expecting for what has, so far, been a no fee relationship. He has given me many pointers and options to improve the way my money is working for me. I am far more confident with the shape of my portfolio and have a much clearer idea of how I will proceed with handling my pensions/savings and investments going forward. Ben's manner inspires confidence and he is patient and willing to explain (several times in my case) the mechanisms of the various products, tax efficient investment techniques, and tax rules. He provided detailed notes from our discussions backed up with example illustrations and links to further information for me to digest. These are excellent for future reference. In all of this, there has been no requirement for me to commit to any future business with him, but I feel that I will be coming to Ben for some further advice and help in a fee paying arrangement. Overall the experience has been very pleasant and reassuring, which I did not expect.

Ben's reply

Dear Robin, Thank you for taking the time to leave a review and for your positive feedback, greatly appreciated. I look forward to further discussions with you soon. Best wishes, Ben

First impression from a user who is not yet a client

March, 2022

Please provide a brief comment about your experience with Ben

Ben has been professional, extremely helpful, informative and supportive during the range of meetings we've had to date. In fact due to all of that his new client and my good friend has decided to put her business with him. This is mainly because he explained everything so well and has gone to great lengths to meet her particular requirements.

Ben's reply

Dear Gary, Many thanks for your review / positive feedback, this is greatly appreciated. I look forward to working with you and Jean in future. Best wishes, Ben

First impression from a user who is not yet a client

February, 2022

Please provide a brief comment about your experience with Ben

From the outset of our initial meeting, Ben took time to understand my particular family dynamics and what my true retirement goals were. His easy-listening style allowed very quickly for me to feel at ease with himself and open up truthfully to him on any concerns or fears concerning my future pension provision for myself and the family. Ben has ensured that the process to date, moves only at the pace that I personally want it to travel, never pushing or trying to move me along. This journey has allowed me to read, understand and fully digest the financial projections he has created (specifically matching my requirements), allowing me to feel confident and in full control of my family's financial destiny. His style of working means that I am looking forward and confident in having a long term fruitful relationship with him.

Ben's reply

Dear Damian, Many thanks for your review and kind words. Always a pleasure to speak with you and I look forward to supporting you and Jacqui going forward. Best wishes, Ben

First impression from a user who is not yet a client

February, 2022

Please provide a brief comment about your experience with Ben

Fairly complex financial matters clearly explained.

Ben's reply

Dear Nick & Sue, many thanks for your review, greatly appreciated. Looking forward to speaking with you both again soon. Best wishes, Ben.

Review from verified client

February, 2022

What were the circumstances that caused you to initially look for an adviser?

Negligence by previous adviser.

How has Ben Lancaster helped you?

This is too generic to answer!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Improve terms on investment, although these are early days.

Ben's reply

Dear Barry & Valerie, many thanks for the review, greatly appreciated and it's a pleasure to act on your behalf. Look forward to speaking with you soon. Best wishes, Ben

Review from verified client

February, 2022

What were the circumstances that caused you to initially look for an adviser?

Age and desire to be able to do my hobbies when I retire

How has Ben Lancaster helped you?

Helped me understand what I will need, where I am and what I need to be doing to achieve my goals

Have you seen the outcome you were hoping for?

It's early days.. just a year.

Ben's reply

Many thanks for your review Nina, it's a genuine pleasure to act on your behalf. Best wishes, Ben

First impression from a user who is not yet a client

February, 2022

Please provide a brief comment about your experience with Ben

I first met Ben on the recommendation from another colleague looking to transfer my defined Benefit pension out. Ben goes through all the pros and cons of this process and explains clearly what every step entails, providing detailed analysis. What impressed me was the fact that he cares about the client and what's best for them and their family in the long run, with no obligation and definately no pressure selling he genuinly wants what's best for you.

Ben's reply

Many thanks for your review Mike, looking forward to speaking again soon and helping you to achieve your goals. Best wishes, Ben

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

Pension drawdown

How has Ben Lancaster helped you?

Ben has been a great help in advising on all pension possibilities, he is very helpful and nothing was too much trouble I would highly recommend.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Ben's reply

Many thanks for your review Steve & Jo. Always a pleasure to speak with you. Ben

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

I have arrived at the age where such matters are important. Ben interviewed very well and we chose him as our advisor.

How has Ben Lancaster helped you?

in a number of ways but most importantly to gain control again and plan for the future, he is a great listener and got to know us realy well before advising.

Have you seen the outcome you were hoping for?

early days but have no doubts

What could they have done better?

all good

Ben's reply

Dear Ami, Many thanks for your review, greatly appreciated. It's a pleasure to act for you and family, look forward to speaking again very soon. Best wishes, Ben

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with Ben

I have found Ben and the Depledge team to be pro-active and very helpful. I have found their financial expertise and advise excellent and an absolute must for non financial experts such as myself.

Ben's reply

Dear Ray, Many thanks for your review, this is greatly appreciated. The team and I are looking forward to supporting you and family for many years to come. Best wishes, Ben

Review from verified client

January, 2022

What were the circumstances that caused you to initially look for an adviser?

I'm approaching retirement within the next 5 years and want to ensure my family has the best possible financial planning in place.

How has Ben Lancaster helped you?

Ben reviewed the options with us and made clear recommendations.

Have you seen the outcome you were hoping for?

Yes - it's only 12 months since we began working with Ben but the signs are very positive so far.

What could they have done better?

Very happy with the service Ben's delivered to date.

Ben's reply

Dear John, Many thanks for the review, it's a genuine pleasure to take care of your finances and I am looking forward to working with you for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with Ben

Ben has been absolutely fantastic helping my husband and myself in discussing our options when investing quite a large sum of money for us. This is our first experience of speaking to a financial adviser, although we did 'interview' a number before deciding on him. He is incredibly knowledgeable, nothing is too much trouble and we have spent some time speaking to Ben for a number of months and we haven't even invested yet. Ben is very approachable, personable and nothing is too much trouble, in fact he never seems to stop working! He regularly checks in with us and sends us confirmation emails of what we have discussed afterwards. Ben has provided us with great support, help and advice and when we are finally in a position to invest then we will certainly continue our relationship with him moving forward.

Ben's reply

Dear Beth & Rob, Many thanks for your review and kind words, greatly appreciated. It's a real pleasure getting to know you both and I look forward to supporting you for many years to come. Very best wishes, Ben

First impression from a user who is not yet a client

December, 2021

Please provide a brief comment about your experience with Ben

I met with a number of Financial Advisors before selecting Ben to help manage my pension fund. Straight away I knew he was the person I trusted with my money and future plans. Ben has been supportive throughout the process and nothing is ever to much trouble. For me the trust element is the biggest factor and I’m so happy with the service and support from Ben that I’ve also recommended him to a number of my colleagues. Ben also makes the complicated pension world so much easier to understand. I look forward to many years ahead with Ben as my Financial Advisor.

Ben's reply

Dear Janette, Many thanks for the review and kind words, looking forward to taking care of your finances for many years to come. Best wishes, Ben

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

To seek advice on retirement solutions

How has Ben Lancaster helped you?

Organised a retirement strategy that works for me.

Have you seen the outcome you were hoping for?

Yes

Ben's reply

Dear Stephen, many thanks for the review, greatly appreciated. It's pleasure to act on your behalf and I look forward to speaking soon. Best wishes, Ben

First impression from a user who is not yet a client

December, 2021

Please provide a brief comment about your experience with Ben

Even though I haven't done any business yet with Ben I have found him to be highly professional, understanding my needs and clearly articulating my options and the nuances of each. His patience is a virtue

Ben's reply

Many thanks for your review Howard, this is greatly appreciated and it's a genuine pleasure to discuss matters with you. Best wishes, Ben

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

looking at options around retirement in next 3-4 years- had a number of pension schemes that could be consolidated and were preforming less than ideal. needed to look at transfer options as well as simplification and better diversification

How has Ben Lancaster helped you?

focused upon options open to me, explained risk and tax implications well, provided appropriate suggestions re investment strategy. led on the transfer into a better option for me which will provide opportunity to acheive desired income and mortgage repayment

Have you seen the outcome you were hoping for?

to date all is on plan

What could they have done better?

timing of investments but this it not really ben's issue- the process for transfer took a considerable time to progress which resulted in some missed opportunities . however it is the big picture that matters!

Ben's reply

Many thanks for your kind words John. It's a genuine pleasure to take care of your financial affairs, looking forward to guiding future progress and ultimately watching you enjoy a long and fruitful retirement! All the very best, Ben

First impression from a user who is not yet a client

October, 2021

Please provide a brief comment about your experience with Ben

Ben successfully converted my initial feelings of anxiety regarding how to unravel my various pensions into a feeling of calm assurance. I found Ben to be very approachable and ultimately the information provided by Ben was delivered to me in a way that was easy to understand. Consequently I now feel most positive about progressing our business relationship and am confident that Ben will continue to provide a quality service.

Ben's reply

Many thanks for the review Georgina, I look forward to working with you. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Pension imalganation and financial planning.

How has Ben Lancaster helped you?

Ben gave professional advise fit for our circumstances, easy for us to comprehend and put into action.

Have you seen the outcome you were hoping for?

In previous dealings we achieved expected and more than expected. Therefore, we have no hesitation in moving forward with Ben again.

What could they have done better?

At this time nothing. But we know if there should be it would be open to discussion.

Ben's reply

Dear Mike & Karen - Many thanks for the review, greatly appreciated. It's a pleasure to act for you both and I look forward to speaking again soon. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Desire to move towards retirement and to find a safe pair of hands with financial expertise to manage our finances.

How has Ben Lancaster helped you?

Ben consolidated pensions and made best use of our savings, explaining options and what was possible for our retirement.

Have you seen the outcome you were hoping for?

Yes, we have. We are now retired and feel assured our financial affairs are in good hands.

What could they have done better?

Nothing. Ben has been clear and concise during all our dealings with him.

Ben's reply

Dear Stuart & Janet, Many thanks for the review, greatly appreciated. It's a pleasure to act for you both and I look forward to speaking again soon. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Having been with another financial advisor I sought a different advisor and found Ben Kanx Having been with a different advisor for 10 years with declining returns I sought different advice and found Ben Lancaster

How has Ben Lancaster helped you?

He reviewed my existent investments and recommended a total revamp of my ISA investments. Further to this he set up an offshore bond within a Discounted Gift Trust

Have you seen the outcome you were hoping for?

Yes most definitely with very good value fees.

What could they have done better?

None I have been perfectly happy with his service

Ben's reply

Dear Ken, Many thanks for your review, greatly appreciated. It's a pleasure to act on your behalf. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

We had money sat in the bank and building society’s not returning any interest. Also our pensions were scattered with different funds and we wanted to combine them into one each and reinvest into something with more return at a low risk.

How has Ben Lancaster helped you?

Ben set up our managed isa's with Aviva. He also set up to combine our pensions into the Aviva pension. He has always offered a personnel service to us and he is constantly in touch with us with updates and how our funds are panning out.

Have you seen the outcome you were hoping for?

Yes we both think that things have worked out well considering the present circumstances and we are happy with the service we have received from Ben.

What could they have done better?

We do not think they could have done better, but we are not the experts and of course it is in the interest of all concerned to give us a good service.

Ben's reply

Dear Tom & Sue, Many thanks for your review, greatly appreciated. It's a pleasure to act for you both and I look forward to speaking soon. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Reaching 60 I had 4 pensions and also contracted out of the state pension, my wife was already retired with a pension. We also had savings and some Isas I intended to retire at 63 whilst we had some financial knowledge

How has Ben Lancaster helped you?

We needed expert advice on our pensions,savings and Isas to maximise our overall pot of money to enable us to enjoy a happy retirement without worrying about our financial position.

Have you seen the outcome you were hoping for?

Absolutely right from our first meeting with Ben I felt a good connection he explained the pensions I had what he thought we could do with them and had also told us we needed to invest in more Isas most importantly why we should do this. Ben then went away and came back with a 5-10 year financial plan with projections pension spending the Isas. The pensions were consolidated into one pension and the Isas allowed us to draw cash from it when I retired at 63. Advised us on my tax giving us a handsome payment when I retired from work. We had a meeting with Ben in September to review the plan and he is going to comeback with some more projections and guide us on inheritance etc.

What could they have done better?

Completely happy with Bens financial knowledge and judgement, also Ben has a great personality and keeps things simple these two things are very important for me so I can completely trust him.

Ben's reply

Dear Graham & Pam, Many thanks for your review and kind words, greatly appreciated. It's a pleasure to act for you both and I look forward to speaking again soon. Best wishes, Ben

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

I needed to combine five pension funds into one annuity for easy management and also draw down cash tax free lump sums. I had already done a lot of research on the internet and discussed my situation with the government Pension Wise service, and then selected Depledge Wealth Management from their list of recommended advisors, as well as two other listed advisors. Ben Lancaster contacted me promptly to discuss my requirements and provide details of how they could guide me through the process.

How has Ben Lancaster helped you?

Ben Lancaster contacted me promptly and arranged to meet with me via Zoom due to Covid lockdown. I immediately felt at ease due to Ben's professional and friendly manner, which has made the whole process much less stressful than I anticipated it to be. My wife and I are highly averse to risk and Ben talked through the process in full detail giving all potential options and pros and cons involved. Ben gave me regular Zoom meeting updates during the process when we had confirmed our course of action and responded promptly to any phone calls or emails from me.

Have you seen the outcome you were hoping for?

Ben provided exactly the outcome for my retirement annuity that I had wanted to achieve.

What could they have done better?

The process took a bit longer than expected, but this was due to slow responses from my various pension providers during the Covid lockdown.

Ben's reply

Dear Chris, Many thanks for your review and kind words are greatly appreciated. A pleasure to act on your behalf and I look forward to catching up in future. Best wishes, Ben

First impression from a user who is not yet a client

October, 2021

Please provide a brief comment about your experience with Ben

I recently met Ben for an initial review of some personal finances and found him extremely professional and informative and at the same time very personable. At the end of our meeting I felt very confident that he would be able to support me with my financial goals and look forward to working with him and building upon the foundations we have already built.

Ben's reply

Dear Tracey, Many thanks for your review, I am very much looking forward to helping you achieve your goals. Best wishes, Ben

First impression from a user who is not yet a client

September, 2021

Please provide a brief comment about your experience with Ben

My experiences with Ben have all been very positive. From the point of reaching out for advice communication has been very timely and clear. I and my wife were seeking guidance on a wide range of topics including pensions, tax planning, and investments and it is evident that Ben and Depledge SWM have strong expertise in all areas. At all times I have felt advice given has been independent and very much in my best interests. I would definitely recommend Ben to others.

Ben's reply

Dear Mike, Many thanks for your review. I am very much looking forward to working with you, Sally and family for many years to come. Best wishes, Ben

First impression from a user who is not yet a client

September, 2021

Please provide a brief comment about your experience with Ben

Professional to work with and makes complex financial details easy and simple to understand. No queries or questions are a problem. Timelines of the process are explained in detail and where there is clarity required you can call or email him. There is no pressure but works with you to help you reach the goals that suit you. There are risks managed at the level you have agreed to and informs you if they drop how these risks are monitored and managed.

Ben's reply

Dear Rita, Many thanks for the review, very much looking forward to working closely with you in future. Best wishes, Ben

First impression from a user who is not yet a client

September, 2021

Please provide a brief comment about your experience with Ben

Ben takes the time to listen and understand client requirements and ensure prompt and proactive follow up of all the points. You never feel rushed with Ben and you come away feeling that he has your best interest at heart. There is definitely no pressure selling and he is always keen to go the extra mile. I have no hesitation in recommending Ben to family, friends and work colleagues.

Ben's reply

Dear Raj, Many thanks for the review, I am very much looking forward to working with you going forward. Best wishes, Ben

First impression from a user who is not yet a client

May, 2021

Please provide a brief comment about your experience with Ben

Ben was quickly able to understand our specific needs and summarised them back to us for confirmation. Ben was very professional and explained things in a way which is understandable to people with limited knowledge of pension finance and planning. He showed the plus and the minus of different choices and made recommendations which were thoroughly checked out within the team at Depledge and quality assured too. This gave us confidence in the service being right for our needs.

Ben's reply

Dear Vivien & Paul, Many thanks for the review, I am very much looking forward to working with you going forward. Best wishes, Ben

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Ben

Professional yet approachable and friendly. Trustworthy. Knowledgeable. Customer first approach.

Ben's reply

Dear Nina, Many thanks for taking the time to leave me a review, very much appreciated. I am looking forward to working with you for what I hope will be many years to come. Best regards, Ben

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Ben

Ben was extremely helpful with my financial requirements. He always answers emails promptly and offers sensible advice based on my personal circumstances. There was no forced agenda or pushy approach and he spent time looking into my finances even though we were at the "no obligation" no-fee stage. Although I decided to manage my own investments at this point, I will certainly be asking for Ben's services in the future as I near retirement age.

Ben's reply

Dear Simon, Many thanks for taking the time to leave me a review. I have enjoyed our discussions and look forward to catching up in due course. Please do not hesitate to contact should you have any question/queries. Best regards, Ben

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Ben

I find Ben to be professional, knowledgeable and very easy to talk to, he is always available when i need to speak to him.

Ben's reply

Dear Ken, Many thanks for taking the time to leave me a review, greatly appreciated. I am looking forward to helping you achieve your goals. Best wishes & speak soon, Ben

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Ben

I have had the pleasure of meeting with Ben on a few occasions now. Each time, he has been very professional, friendly, open and his financial knowledge is exceptional. He has provided us with great advice on our finances and I will continue to use his service.

Ben's reply

Dear Pete & Julie, Many thanks for taking the time leave me a review. I look forward to working with you in future. Best wishes, Ben

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Ben

Ben to date has given clear and concise details to me. He is easy to speak to and has conveyed an understanding of my requirements.

Ben's reply

Dear Stephen, Thank you for your feedback, I look forward to working with you. Best wishes, Ben

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Ben

Incredibly helpful and has shared a wealth of knowledge.

Ben's reply

Hi Mathew, Many thanks for taking the time to leave me a review, greatly appreciated. Looking forward to working with you. Best wishes, Ben

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Ben

Very easy to talk to, willing to explain things more than once if needed.

Ben's reply

Dear Richard, Many thanks for the review. I look forward to future discussions with you. Best wishes, Ben

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Ben

Ben explains complicated financial items in easy to understand terms ensuring that any questions are addressed before moving on. Very professional. Keen to see how his financial recommendations will pan out over the coming years but confident regular reviews will keep things on track.

Ben's reply

Many thanks for your feedback John, much appreciated. Looking forward to working with you. Ben

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Ben

I had an initial consultation with Ben to review my current financial situation as I wanted to build a long term financial plan for my family as currently I do not have any plans in place. Ben has clearly explained the areas which need to be addressed first before thinking of more long term investments. I am starting out as a normal guy I don't have much money to start with but Ben has been so helpful and professional at the same time. He is a really down to earth guy who I can see will create value for me over the coming years.

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Ben

Direct, honest, and thorough.

Ben's reply

Dear Martin, Many thanks for taking the time to leave me a review. I have enjoyed our conversations thus far and look forward to catching up in due course. Best wishes, Ben

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with Ben

Superb! Really thorough and careful to ensure I understood everything

Ben's reply

Many thanks Romany, a pleasure to speak with you. Best wishes, Ben

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Ben

Professional, approachable, clear and easy to talk to

Ben's reply

Hi Janet, Many thanks for taking the time leave me this feedback, very much appreciated. I look forward to speaking with you and Andrew again shortly. Best wishes, Ben

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Ben

Ben was an excellent communicator. Concise and clear. He took a comprehensive 'financial history' from me and demonstrated an efficient understanding of my particular financial goal. He took care to understand the context of my planned financial project, and gain an impression of my attitude toward risk and long term financial planning. He was very good at building rapport, sharing knowledge respectfully from a position of greater knowledge.

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Ben

Professional and clear

Ben's reply

Dear Tom, Many thanks for taking the time to leave me a review, this is greatly appreciated. I look forward to speaking with you again soon. Best regards, Ben

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Ben

Ben has been very helpful and asked questions in a way that helped me see other alternatives to those I had rather fixed in my mind. I found him very professional and also friendly and approachable. I have every confidence that working with Ben will be a great experience and I can go into the next phase of my life and into retirement with my finances taken care of.

Ben's reply

Dear Sally, Thank you so much for your lovely comments. It is a pleasure to work with you and I am looking forward to doing so for many years to come. Speak soon & best wishes, Ben

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Ben

Ben has a very pleasant manner, communication is clear and he takes time to listen to you. He has made clear the process, costs and risks associated, never Making you feel uncomfortable.

Ben's reply

Dear Chris, Many thanks for taking the time to leave me a review. Your comments/feedback is greatly appreciated. I look forward to speaking with you soon. Best regards, Ben

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Ben

My call to Ben regarded transfer of a Defined Benefits Pension from an earlier employer, to my current employers Defined Contributions Pension Scheme. I already have a good knowledge of Pension matters, and although Ben's advice was that such a transfer would likely not be possible under current FCA regulations, he was extremely professional in providing me with a clear and detailed explanation of the underlying reasons, despite the fact that he would not benefit from any business as a result. I have a very high regard for the service he provided and would not hesitate to approach him in the future.

Ben's reply

Dear Bob, Many thanks for taking the time to leave me such valuable feedback, much appreciated. Best wishes for the future and please don't hesitate to return to me if I can help with anything. Ben

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Ben

Extremely productive meeting, Ben provided clear and concise information which was very useful for my overall understanding of pension transfer.

Ben's reply

Dear Walter, Many thanks for taking the time to leave me a review, this is very much appreciated. I am pleased to see that you found our conversation productive/helpful and I hope to speak with you again in due course. Best regards, Ben

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Ben

It was a great pleasure in speaking to Ben on various occasions with his clear and very informative advice and in answering my questions in a very clear and understandable manner. A very likeable Professional IFA with whom I felt very comfortable with throughout all stages. A very highly recommended and very approachable IFA.

Ben's reply

Dear Dave, Many thanks for taking the time to leave a review for me, this is greatly appreciated. I really enjoyed having the opportunity to speak with you and wish you all the very best for the future. Please don't ever hesitate to get in touch should you have any questions/want a second opinion on something. Best regards, Ben