Ian Kells

Ian Kells

Stepping Stones Financial Planning LLP

Ian's reviews

Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 27 )

Pensions ( 19 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 13 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 2 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 8 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 5 )

£100k - £200k ( 5 )

Up to £50k ( 13 )

£50k - 100k ( 6 )

Review

by a verified client in Angus

a year ago

Overall

Advice

Service

Value

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

I needed to look for Life Cover as I recently became a father and wanted to ensure my family were protected in the event of my death

How has Ian Kells helped you?

Ian was very professional, friendly and easy to deal with. I explained my circumstances of working and living abroad whilst still remaining a UK citizen and the reasoning for my protection needs. Ian checked my eligibility and made sure that we selected the best policy suited to my needs. This was done in a very timely manner and Ian kept me updated with the process of the application, beneficiary details and if there was anything else needed in relation to the policy. Once the application was completed Ian confirmed this to me. I would feel very comfortable in asking Ian any follow up questions and will be recommending him to family and friends.

Have you seen the outcome you were hoping for?

Extremely happy. I’m now covered with a very affordable policy to suit me and my family’s needs.

What could they have done better?

Nothing Ian was brilliant from start to finish. No complaints

Review

by a verified client in Nottinghamshire

a year ago

Overall

Advice

Service

Value

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

I’ve known Ian for some time now and I found out he was a mortgage advisor so he helped up remortgage a few of our properties with a previous partner of mine. I shall be using him again in the future when going for a mortgage on my own, which he has kindly helped me gain advice on what direction I need to be brought out my house and moving forward.

How has Ian Kells helped you?

He has help us get mortgages on properties & he has also helped me in being brought out of my mortgage and where to go moving forward.

Have you seen the outcome you were hoping for?

With previous properties yes as he has acquired what we needed from him with brilliant advice and professionalism.

What could they have done better?

Nothing, we got everything we needed at a brilliant rate and guidance.

Review

by a verified client in Nottinghamshire

a year ago

Overall

Advice

Service

Value

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

My Mortage rates had rocketed and needed assistance with lowering the monthly costs

How has Ian Kells helped you?

Managed to secure a Mortage deal with lower monthly payments

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing at all

Review

by a verified client in Nottinghamshire

a year ago

Overall

Advice

Service

Value

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

Needed help with my savings

How has Ian Kells helped you?

He helped me better manage my money and showed me the best ways to save my money effectively

Have you seen the outcome you were hoping for?

Yes I got the outcome I wanted

Review

by a verified client in Nottinghamshire

a year ago

Overall

Advice

Service

Value

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

Recommendation

How has Ian Kells helped you?

great advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing