Rebecca's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 2 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 20 )
Financial Mentoring ( 9 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Repeat review
by a verified client in Berkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Kingwell helped you since your last review?
As per my previous comments. Excellent financial planning and mentorship.
Repeat review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Kingwell helped you since your last review?
Reviewed finances
Repeat review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Kingwell helped you since your last review?
Rebecca's continued Support and expertise has continued to be of huge benefit.
Repeat review
by a verified client in Northamptonshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Kingwell helped you since your last review?
By continuing to advise that my savings are performing well
Repeat review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rebecca Kingwell helped you since your last review?
Continuing and ongoing revision of pension goals and financial targets