Olivia's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 12 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
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 South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was with her father who was good and she has followed her father very good
How has Olivia Henny helped you?
On all my pension ect
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise me on my pension.
How has Olivia Henny helped you?
She has been great advise what I need to sort out.
Have you seen the outcome you were hoping for?
Yes I am more than satisfied with the advise I have been given.
What could they have done better?
Not much they could have done better.
Review
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Security
How has Olivia Henny helped you?
Reviewed my funds...advised upon matters affecting..and advice going forward
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No comment
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension fund transfer initially, and then all saving ISA investments
How has Olivia Henny helped you?
Always on hand for advice
Have you seen the outcome you were hoping for?
Growth been good, up until recent crisis, that has affected ALL investors.
What could they have done better?
Do not think could have done better
Review
by a verified client in Derbyshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment and financial planning with ongoing advice and help relative to legal and tax issues connected to financial matters.
How has Olivia Henny helped you?
Olivia has helped us arrive at positive and informed decisions relating to our financial matters to ensure that we make the best outcomes in the future during the present situations and restrictions applied to markets and government imposed policy.
Have you seen the outcome you were hoping for?
Yes we are happy with the situation at the present time.
What could they have done better?
We are more than happy with the service and advice offered to us.