Tean's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Review
by a verified client in Lincolnshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate disparate holdings and improve monitoring of investments as we previously did not know the overall picture.
How has Tean Hatt helped you?
Our investments were consolidated under one investment platform. Investments were changed and performance has been very good over the years.
Have you seen the outcome you were hoping for?
Yes. Solid performance.
Tean:
Joe and Angie, thank you for your kind review. It was a pleasure to meet you again and I look forward to working with you for many years to come. TeanReview
by a verified client in Buckinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Time to sort pensions out
How has Tean Hatt helped you?
Transferring pensions and financial planing
Have you seen the outcome you were hoping for?
Yes all going very well
Tean:
Hi Jo and Alison, I was pleased to see you here last week for your first review 6 months after we brought everything together. Thank you for your review. TeanReview
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with the cost of and service provided by Hargreaves Lansdown
How has Tean Hatt helped you?
Tean takes time to fully understand my position and advises accordingly, often taking time to consult specialists before doing so. Because my position and investments are regularly reviewed I feel much more comfortable than I have for some years.
Have you seen the outcome you were hoping for?
Very much so. Costs are down and service is up. What’s not to like?
What could they have done better?
Nothing that matters to me.
Tean:
Patrick, thank you for your kind review. It has been a pleasure advising you and Pat for the last decade or more. TeanReview
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice about my pension options. Tean’s company was recommended to me by a former work colleague.
How has Tean Hatt helped you?
Tean explained the options for my pensions, and gave me sound advice on the way to manage my pension pot in the months before my retirement.
Have you seen the outcome you were hoping for?
Yes, the advice given protected the value of the lump sum I took from my pension pot.
What could they have done better?
Nothing that I can think of.
Tean:
thank you for your kind review Steve and I look forward to meeting you both again at our next review. TeanReview
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I decided to switch from chase de Vere as Tean offered a more flexible service
How has Tean Hatt helped you?
I have received specific advise around my pension and the recent changes in relation to pensions and IHT
Have you seen the outcome you were hoping for?
I received clear advise and options
What could they have done better?
Nothing
Tean:
Thank you for kind review Gary and I look forward to meeting you again next month. Tean