Steve's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 61 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 58 )
Auto Enrolment ( 1 )
Investments and Savings ( 110 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 19 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 46 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 30 )
£100k - £200k ( 14 )
Up to £50k ( 6 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have used a financial advisor for years and Steve took over from previous advisor
How has Steve Midgley helped you?
Steve had helped me planning my retirement and savings.
Have you seen the outcome you were hoping for?
Yes I have found his advice has produced good outcomes.
What could they have done better?
Not applicable
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to seek financial security when I retired
How has Steve Midgley helped you?
By giving me sound advice
Have you seen the outcome you were hoping for?
Yes, I do believe I have
What could they have done better?
In my opinion the information I have been given has been excellent so I don’t think they could have done any better
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheriting my late husband's pension.
How has Steve Midgley helped you?
Providing advice re my early retirement and whether it was financially feasible. Reassuring me with regard to the management of my late husband's pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything particular.
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Since the death of my husband, I have needed advice and support with managing my draw down income and savings.
How has Steve Midgley helped you?
Steve has been very helpful with this and will answer my questions, give advice and give me support with my financial matters.
Have you seen the outcome you were hoping for?
Yes, my draw down pension is performing very well. The savings ISAS are not so good but I'm not losing on them.
What could they have done better?
I don't think so.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for retirement.
How has Steve Midgley helped you?
Steve has helped guide me on my pension including annuities. Also my investment savings with a stock & shares ISA account. Whenever I have requested a meeting, Steve has given me excellent service in arranging and provided me with information that I can understand.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
I honestly feel that nothing could have been done better.