Tean Hatt

Tean Hatt

Vizion Wealth Chartered Financial Planners

Tean's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 18 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 21 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 5 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 9 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 4 )

£100k - £200k ( 2 )

Review

by a verified client in Northamptonshire

23 days ago

Overall

Advice

Service

Value

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

An inheritance

How has Tean Hatt helped you?

He explained my options clearly.

Have you seen the outcome you were hoping for?

It's too early to tell.

What could they have done better?

Nothing

Tean:

Brigette, thank you for your kind review and I look forward to continue working with you. Kind regards, Tean
Review

by a verified client in Buckinghamshire

a month ago

Overall

Advice

Service

Value

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

Looking for new advisor after our previous advisor retired and we didn't gel with their replacement

How has Tean Hatt helped you?

What we have valued most is Tean's thorough, practical and holistic view > getting to know what makes us tick to help ensure our investment strategy can deliver our short and long-terms goals

Have you seen the outcome you were hoping for?

Yes, absolutely. Our financials plans have never been in better shape, especially important in the run up to retirement

What could they have done better?

Nothing - its been a great introduction to Tean and the wider Vizion Wealth team

Tean:

Thank you for your review which I have also passed onto Tara and the team here. It has been a pleasure working with you and Angela over the last few months and I look forward to doing so for many years.
Review

by a verified client in Buckinghamshire

6 months ago

Overall

Advice

Service

Value

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

I have several pension pots and saving accounts with several providers and felt now was the right time to obtain specialist advice on the best way to make my investments work for me

How has Tean Hatt helped you?

Tean and I initially did a full cash flow which included all income, outgoings and investments. We discussed my current and future requirements and from that he developed a plan that meant that I could bring forward my semi-retirement plans

Have you seen the outcome you were hoping for?

Absolutely, I would not be in the position I am now without Tean's expert advice

What could they have done better?

Nothing, Tean was supportive and responsive at all times, I was able to meet in person on several occasions which was extremely helpdul

Tean:

Lynda, thank you for your kind review. it's been a pleasure helping you take early retirement with the secure income you need. I look forward to our next meeting. Tean
Review

by a verified client in Lincolnshire

7 months ago

Overall

Advice

Service

Value

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

Following early retirement in 2012 we wanted a review of various investments assembled in previous years to ensure we had the right balance to promote growth and future income.

How has Tean Hatt helped you?

We met Tean in 2013 and he assessed the suitability of our widely disparate holdings. Tean is a hugely personable adviser and his patient manner, coupled with his excellent professional skills, guided us accordingly. He carefully considered our circumstances, explained matters carefully. Investments were rationalised to ensure they were balanced and suitable for our needs.

Have you seen the outcome you were hoping for?

Our investments have grown steadily and we are very satisfied

Tean:

Thank you Joe & Angie for your kind review. I look forward to meeting you again in 2025 for our latest review. Tean
Review

by a verified client in Buckinghamshire

7 months ago

Overall

Advice

Service

Value

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

Needed financial advice on investment and pension planning

How has Tean Hatt helped you?

Recommended new investment strategy, determined our investment approach, transferred pensions and ISAs for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Tean:

Sheena, thank you for leaving me a review. It was a pleasure working you both and I look forward to our first review in 2025 if we don't speak before then. Tean