Benjamin's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 117 )
Retirement income (annuities, drawdown) ( 93 )
Auto Enrolment ( 1 )
Investments and Savings ( 115 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 18 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 58 )
Financial Mentoring ( 8 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 38 )
£100k - £200k ( 12 )
Up to £50k ( 4 )
£50k - 100k ( 5 )
Review
by a verified client in West Yorkshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed specialist advice to transfer my pension to a drawdown model.
How has Benjamin Philpott helped you?
Ben helped set up the drawdown pension initially and has provided ongoing advice and support over the last few years in relation to my investment.
Have you seen the outcome you were hoping for?
Yes - really positive outcome.
What could they have done better?
Nothing could have been done any better
Benjamin:
Thank you, Alison, for such kind words. I’m really pleased to hear the drawdown pension setup and ongoing support have worked well for you. It’s been a pleasure helping you navigate those decisions and keeping things on track over the years. I’m glad the outcomes have been so positive and I look forward to continuing to support you in the future.Review
by a verified client in West Yorkshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approached just after getting married some 40+ yrs ago and realised then that I needed to start looking to the future
How has Benjamin Philpott helped you?
Ben's knowledge of your personal circumstances helps in his guidance and advice that he gives you
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot really without having the ability to see into the future and know which way the markets are going to move.
Benjamin:
Thank you, John, for your thoughtful review and for sharing your long-term perspective. It’s always a privilege to support clients who have been thinking carefully about their financial future for many years. I’m really pleased to hear that you’ve found the guidance helpful and that the advice has been tailored to your personal circumstances. Understanding what matters most to each client is at the heart of the service I aim to provide, and it’s great to know that this approach has made a difference. While none of us can predict the markets, I’m glad the planning and support have helped you feel on track and confident about the outcomes we’re working towards. As always, I’m here to review things with you as your needs evolve.Review
by a verified client in West Yorkshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Medium term management of investments and long term planning for future retirement
How has Benjamin Philpott helped you?
Benjamin has been a solid, reliable support providing easy to understand quality advice. He has provided a clear roadmap for the future
Have you seen the outcome you were hoping for?
Absolutely yes, being exactly where I wanted to be
What could they have done better?
Nothing
Benjamin:
Thank you, Andrew, for taking the time to leave such a thoughtful review. I’m really pleased to hear that the advice and support have helped you feel confident about both your medium-term investments and longer-term retirement planning. It’s great to know that the roadmap we’ve created together has provided the clarity you were looking for, and that you feel you're exactly where you wanted to be. That kind of outcome is always the goal, and it’s been a pleasure to support you along the way.Review
by a verified client in West Yorkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice on pensions.
How has Benjamin Philpott helped you?
Manages pensions and savings.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing.
Benjamin:
Thank you, Sam, for your generous review and for taking the time to share your experience. I’m really pleased to hear that you’ve been happy with the advice and support provided around your pensions and savings. It’s great to know that the outcomes we’ve achieved so far have met your expectations. Helping clients feel confident and in control of their financial future is always a priority, so your feedback means a great deal. Managing pensions effectively is key to long-term financial wellbeing, and it’s been a pleasure supporting you on that journey. Please don’t hesitate to get in touch if anything changes or if you'd like to review things again in future.Review
by a verified client in North Yorkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
annual review of my finacials
How has Benjamin Philpott helped you?
programming and planning my retirement finances
Have you seen the outcome you were hoping for?
yes 5 ⭐️⭐️⭐️⭐️⭐️
What could they have done better?
Ben covered all that was required regarding my finances
Benjamin:
Thank you, Paul, for your kind words and for taking the time to leave a review. I’m really pleased to hear that your annual review was valuable and that we were able to cover everything you needed regarding your finances. It’s great to know that the work we’ve done together around retirement planning has given you the clarity and direction you were hoping for. Retirement is such a significant life stage, and having a clear financial plan in place can make all the difference in feeling confident about the future. Your feedback means a lot, and I appreciate your continued trust. If anything changes or new questions arise, I’m always here to help.