Steven Pye

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

I had multiple workplace pensions, i was not receiving the service from the other providers and i wanted to consolidate my pensions.

How has Steven Pye helped you?

He helped me get a better understanding in regard to the financial world

Have you seen the outcome you were hoping for?

100% i now get the customer service i had been looking for! I would recommend.

What could they have done better?

Nothing

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

My Partner & I were first time buyers purchasing our first home. I'm self employed and needed clarity on what options where available to me at the time.

How has Steven Pye helped you?

Steven was incredibly helpful, knowledgeable and supportive throughout the process. He approached my complex situation with an open mind and 'can do' attitude which gave me confidence in his ability and in his level of customer care.

Have you seen the outcome you were hoping for?

Absolutely, without Steve's support and guidance we wouldn't have been able to purchase our first home.

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

Death of my husbanb

How has Steven Pye helped you?

Advised on my present investments and any future ones

Have you seen the outcome you were hoping for?

Not entirely due to present circumstances

What could they have done better?

Don’t known present circumstances

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

I needed guidance and advice surrounding my situation following a bereavement and plan for my future financial security.

How has Steven Pye helped you?

Steven took time to thoroughly understand my situation and then provided cash-flow modelling for various scenarios along with advice, guidance and illustrations with regards to investments and savings and retirement planning. Equally important was Steven's empathy and the reassurance that came from dealing with a highly qualified person.

Have you seen the outcome you were hoping for?

I have seen the exact outcome that I was expecting, which was because of the thorough advice process, which Steven made very easy to understand.

What could they have done better?

Steven could not have done anything better. I am very pleased.

Please provide a brief comment about your experience with Steven

Steven was friendly but professional. He put me at ease and was patient with me lack of knowledge on these subjects!