Steve's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 66 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 1 )
Investments and Savings ( 118 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 21 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 52 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 33 )
£100k - £200k ( 15 )
Up to £50k ( 7 )
£50k - 100k ( 6 )
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 Middlesex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking after pensions and cash is something left to an expert - like Steve
How has Steve Midgley helped you?
Steve gas guided me through the ups and downs of the financial and political landscape admirably
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
I don’t think there is anything which comes to mind
Review
by a verified client in Surrey
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on investing for retirement
How has Steve Midgley helped you?
Good personal service in managing pension
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not very experienced in financial items, so needed guidance
How has Steve Midgley helped you?
Steve talked us through our options, we took his advice. He continues to keep in touch and his advise had been invaluable
Have you seen the outcome you were hoping for?
Yes, thank you
What could they have done better?
Good as is
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice required re pension fund pot investment
How has Steve Midgley helped you?
Steve Midgley has provided advice after careful considerations of the risks as discussed with me and my wife. He has also been prompt and helpful when dealing with occasional requests for draw down from savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with the service provided
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?
How best to invest my money
How has Steve Midgley helped you?
Advising me on my best optionsY
Have you seen the outcome you were hoping for?
Yes my investments have grown