Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 2 )

Pensions ( 36 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 18 )

Investments and Savings ( 21 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 9 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 20 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 11 )

£100k - £200k ( 2 )

( 1 )

Up to £50k ( 1 )

Client reviews

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in West Sussex

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

In desperate financial circumstances I was luck in being recommended to Arron Sharkey who has managed to turn my formerly moribund pension situation into what I reasonably expect will form the backbone of my retirement plan. I can offer no higher praise.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Pembrokeshire

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron always answers emails promptly, or returns phone calls as soon as possible.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron has continued to give us valuable advice and support since he has been our advisor.

Repeat review from verified client

May, 2024

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Service

Value

Based in Bridgend

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

By giving sound advice on all my investments, Also Arron will explain on matters I don't under stand, Arron is a real gentleman

Repeat review from verified client

May, 2024

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Advice

Service

Value

Based in Swansea

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Pension fund planning and drawdown.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in West Sussex

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron has kept us upto date on where our financial situation is at the present moments. We discuss the next 6 months strategy and review the last meeting decision and outcomes.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Bristol

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Secure advice

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Lancashire

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

We have spoken regarding my due to be drawn pension

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron continues to give me the professional advice that I need to insure I continue to make the right investments for my pension! He’s great and really knows the pension market inside out! I can 100% higher recommend Aaron!

Arron's reply

Hi Paul, Thank you for your kind review. Speak soon, best wishes. Arron

Repeat review from verified client

May, 2024

Overall

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Service

Value

Based in Newport

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

It’s now happened and I’m very happy with the service provided

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Monitoring growth and advising when things needed to be shifted or changed to have maximum benefit.

Arron's reply

Thank you Joy for your review, much appreciated. Very best wishes. Arron

Repeat review from verified client

May, 2024

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Value

Based in Middlesex

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron has held meetings with us to discuss our investments, pensions and advice on purchasing properties. He then send us our documentation which is easy to read and understand. I know I can contact Arron at any time for most advice and his suggestions are sound. He is a pleasure to work with. Again another year of satisfied collaboration with Arron. Thanks again Arron for the personal style service you provide.

Arron's reply

Hi Lorraine, Many thanks for your kind words. Look forward to catching up soon. Best wishes to you and the family. Arron

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Swansea

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Always there when advice is needed and already recommended him to friends and colleagues

Arron's reply

Thanks for your kind feedback Dave. Best wishes, Arron

Repeat review from verified client

May, 2024

Overall

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Service

Value

Based in Carmarthenshire

This review is a follow-up review from a client who left a review previously.

How has Arron Sharkey helped you since your last review?

Arron works tirelessly to guide us in the right direction. Arron has helped us put things into perspective by listening to our needs. We have complete trust in Arron and his team and look forward to a continued relationship.

Arron's reply

Hi Claire, Thank you for your kind words. It has been a pleasure working with both you and Martin. Very best wishes, Arron

Review from verified client

November, 2023

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Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I first got to meet Arron when he was involved with setting up our Company Pension Scheme at work when auto-enrolment was initially launched. based on the approach he had with our Company Scheme I decided that he was the right person to look after my own requirements

How has Arron Sharkey helped you?

Over the past few years Arron has brought together all my schemes and looked after my Pension Portfolio. He has kept me updated on a regular basis and also has been proactive in communicating through the recent world events such as the Pandemic & the Ukraine War

Have you seen the outcome you were hoping for?

I have not been disappointed with the overall performance when you take all the factors into account and are aware that this is for Long-Term & not Short-Term investment

What could they have done better?

I do not feel that there is anything lacking in the service provided and am satisfied with the service I get

Arron's reply

Hi Vicky, Thank you for your kind words. It is very much appreciated. Best wishes, Arron

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

The need to have a reliable advisor on pension matters and financial planning for retirement.

How has Arron Sharkey helped you?

Arron's advice has always proved to be excellent helping to get me where I have wanted to be in retirement.

Have you seen the outcome you were hoping for?

The outcome has been exactly, if not better, that I had hoped for.

What could they have done better?

Arron has always given me sound advice and cannot fault in any way the manner in which he has provided his very professional service.

Arron's reply

Thank you for your kind words, John. It has been a pleasure working with you and long may it continue! Best wishes, Arron.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Bridgend

What were the circumstances that caused you to initially look for an adviser?

Transfer a Company Pension into a Private Pension

How has Arron Sharkey helped you?

Arron has helped us “convert” hopes of retiring early from an “idea” into reality.

Have you seen the outcome you were hoping for?

Arron has absolutely changed our lives. We often comment on the fact that if we hadn’t used Arron’s services we would definitely not be in the great position we are inn now.

What could they have done better?

We cannot think of anything Arron could have done better.

Arron's reply

It has been great working with you both and thank you for such kind words. It's great to read such brilliant feedback. You have both been a pleasure to work with. Speak soon, Arron.

Review from verified client

October, 2023

Overall

Advice

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Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I met Arron many years ago as he joined the financial planners I had already engaged, and it was so pleasing to have been assigned Arron. Arron then created his own company DS Howell and I didn't hesitate to transfer my business and funds to him and his company.

How has Arron Sharkey helped you?

Arron has managed my pension and life assurances for many years. Recently, with the annual assessment Arron provides, he advised me on some considerations I could think about for my pension fund. Arron spends so much time clearly explaining each option, and provides his impartial view on each, making the whole process a breeze.

Have you seen the outcome you were hoping for?

Over the years I have watched my pension fund grow, hence why I continue to trust in Arron and DS Howell.

What could they have done better?

There is nothing Arron could do better. Trusted and faultless service, Arron is recommended with a 10/10.

Arron's reply

Thank you for your very kind words, Elliott. They are very much appreciated. It has been a pleasure advising you and I look forward to working closely with you as we move forwards. Very best wishes, Arron

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Cardiff

What were the circumstances that caused you to initially look for an adviser?

I wanted to merge all my private pensions together to provide the best retirement plan as possible.

How has Arron Sharkey helped you?

Arron has managed the pension fund extremely well, especially during difficult financial times. He has given me some sound financial advice over the years.

Have you seen the outcome you were hoping for?

Yes, the outcome was better than I expected especially in the financial situation the world is currently in.

What could they have done better?

Nothing. They have managed a difficult situation very well.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Newport

What were the circumstances that caused you to initially look for an adviser?

At the point of retirement I needed expert support and advice.

How has Arron Sharkey helped you?

Arron covered off every angle expertly the whole transition went very well.

Have you seen the outcome you were hoping for?

Absolutely and more

What could they have done better?

Nothing it was brilliantly managed at every step of the way.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

What were the circumstances that caused you to initially look for an adviser?

Retirement, organising future financial planning regarding Pensions and personal savings. Arron came highly recommended by a friend who had positive outcomes with the work Arron had produced.

How has Arron Sharkey helped you?

Put a financial plan in place for myself and my wife regarding Pensions, and personal savings

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Nothing at all, very pleased with the service provided, Arron was very helpful.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

DS Howell took over the business of our previous long standing financial advisor. We required advice on our private investments and pensions and inheritance planning

How has Arron Sharkey helped you?

Arron has always been friendly and attentive and used his best endeavours to fulfil our requirements as promptly and efficiently as reasonably possible

Have you seen the outcome you were hoping for?

This is a constantly evolving process and is always under review but we have achieved many short term goals and we are confident that the advice received will help us to achieve longer term goals

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Newport

What were the circumstances that caused you to initially look for an adviser?

To establish a long term savings & contingency fund

How has Arron Sharkey helped you?

Arron has explained the available options available to us along with a recommended strategy in clear easy to understand terms. Arron always makes himself available to answer any queries we ma have & provides regular updates on the performance of our fund.

Have you seen the outcome you were hoping for?

Yes, the outcome has exceeded our expectatioins

What could they have done better?

We have made minor refinements to some of our processed which have usually been suggested by Arron, but iun general terms the service we have received has been excellent right from the start.

Review from verified client

May, 2023

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Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Due to circumstances reasonably beyond my control, I was left in without my career, and my workplace pension was in a parlous state. Through luck and circumstance I was introduced to Arron who has managed to double my pension in the form of a SIPP, in an almost impossibly short period of time. Through Arron's expertise I am now in the fortunate position of being the owner of a meaningful pension, offering me a life in my retirement years.

How has Arron Sharkey helped you?

He has given me the opportunity to enjoy my retirement years.

Have you seen the outcome you were hoping for?

Better than I ever thought possible, given my circumstances.

What could they have done better?

In my humble opinion, Arron has done everything right.

Review from verified client

May, 2023

Overall

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Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I needed someone to help with the amalgamation of our pensions.

How has Arron Sharkey helped you?

Arron has reviewed and advised accordingly. He is always extremely helpful and easy to contact.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I feel that everything that could be done had been done to help with our requirements.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Ongoing advice for my existing pension and isa.

How has Arron Sharkey helped you?

With advice on the effects of new taxation legation regarding my pension and suggestions on lowering the management costs of the invedtments in my pension and isa.

Have you seen the outcome you were hoping for?

I am satisfied with some of the outcomes so far but some changes are a work in progress snd will require more time to be able to make a judgement.

What could they have done better?

This is difficult to answer since overall I am happy with the advice I have recieved.

Review from verified client

May, 2023

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Value

Based in Pembrokeshire

What were the circumstances that caused you to initially look for an adviser?

Monies inherited

How has Arron Sharkey helped you?

I have found him easy to approach… He always explains things clearly… Always tries to maximise my investment…

Have you seen the outcome you were hoping for?

Markets have been rather up and down lately, but on the whole things turn out ok

Review from verified client

May, 2023

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Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

We had an advisor but then he disappeared and Arron took over

How has Arron Sharkey helped you?

Arron confirmed that our advisor had done a good job over the years and Arron took it to a higher level.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It is perfect

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Swansea

What were the circumstances that caused you to initially look for an adviser?

Insight into planning for retirement.

How has Arron Sharkey helped you?

Immensely. Retired precisely as planned.

Have you seen the outcome you were hoping for?

Exceeded expectations in respect of helping find expert advice when needed.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Swansea

What were the circumstances that caused you to initially look for an adviser?

His hand had set up pension

How has Arron Sharkey helped you?

Arron has always given me sound advice,whenever I have needed to speak to Arron if he is not available at that moment he always comes back to me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Bridgend

What were the circumstances that caused you to initially look for an adviser?

I wanted to move my work pension (Local Authority) into a private pension and had been advised previously that this was not possible.

How has Arron Sharkey helped you?

Arron was really knowledgeable about the process that needed to be followed and really clear about the risks that might be involved given that my pension was secured for life. Arron talked me through the process together with the benefits and the risks that I would be taking, checking in with me regularly highlighting the fact that I could change my mind until I signed the documentation. Arron is really approachable and has always responded to any questions/queries I have in a timely way. Arron's professionalism, extensive knowledge and confidence in his practice has been reassuring and had provided me with a level of security in the knowledge he knows what he is doing. The last few years have been challenging for many reasons in respect of the financial market, Arron has kept me updated, offered choice in respect of my next steps while maintaining his passion and enthusiasm in wanting my investments to be the best they can be for me.

Have you seen the outcome you were hoping for?

Yes, absolutely and more. My investments despite the ups and downs of recent years continue to grow and surprise me.

What could they have done better?

Nothing, Arron and his team communicate with me on a regular basis and are available as and when this is required.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Bridgend

What were the circumstances that caused you to initially look for an adviser?

Advice on finance and pensions

How has Arron Sharkey helped you?

To understand and explain all the facts.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

IN my opinion nothing

Review from verified client

May, 2023

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Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Following a rather rough time with my Financial Advisor.

How has Arron Sharkey helped you?

The initial months of talks between us, allowed me to regain the trust that was somewhat eroded in being able to talk & be listened to by an advisor

Have you seen the outcome you were hoping for?

Yes and a strong foundation to work on & respect.

What could they have done better?

Nothing springs to mind.

Review from verified client

May, 2023

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Value

Based in Vale of Glamorgan

What were the circumstances that caused you to initially look for an adviser?

1. Needed to amalgamate a number of small pensions into one pension, followed by... 2. Following a period of unexpected ill health, looking at option to take early retirement on health grounds

How has Arron Sharkey helped you?

Availability - Arron has made himself available to assist me in my ever-changing situation. He has visited me at home as well as utilising Zoom, during the Covid pandemic. He is available on the phone and has visited at very short notice to meet my specific needs. Support and Advice - Arron has individualised his support to meet my specific needs. He has looked to see what path to follow that will give the maximum and most relevant support for me. Explanations - Arron's explanations have been clear and concise. Easy to follow and supported by thorough documentation. Confidence - Arron has given me confidence to take a firm step into a new phase of my life.

Have you seen the outcome you were hoping for?

Yes to date. The situation is an ongoing situation that requires differing input at particular time points.

What could they have done better?

Nothing. Arron has adapted his approach in accordance with our specific needs and requirements. Arron is friendly, professional and very supportive. He is a good listener and paces his responses in a manner that is easily understandable and that can be followed.

Review from verified client

May, 2023

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Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed a new pension advisor

How has Arron Sharkey helped you?

Arron has been a huge help to me, my pensions needed professional attention and I had invested in a rogue pension which Arron also assisted with!

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

If it gets any better then I’d be very happy but as things stand it really doesn’t get any better!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

What were the circumstances that caused you to initially look for an adviser?

Pension Advice and Financial Planning

How has Arron Sharkey helped you?

Arron has been invaluable to us with a problem we have with our Pension Scheme and has also given us advice regarding our Future Financial Planning.

Have you seen the outcome you were hoping for?

The query is in the process of being resolved, but couldn't have reached this point without Arron's help and guidance.

What could they have done better?

Arron could not have done anything better

Review from verified client

May, 2023

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Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice to amalgamate several pensions

How has Arron Sharkey helped you?

He advised to leave certain pensions alone as they couldn't be matched anywhere in the financial sector.

Have you seen the outcome you were hoping for?

Yes very happy with the results

What could they have done better?

Nothing Arron always replies promptly to any queries

Review from verified client

April, 2023

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Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

Security

How has Arron Sharkey helped you?

With everything

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Neath Port Talbot

What were the circumstances that caused you to initially look for an adviser?

I was with the company when I retired and Arron took over the company , have found him excellent and available at all times even during the pandemic .

How has Arron Sharkey helped you?

Available when I needed answers

Have you seen the outcome you were hoping for?

Pandemic has been difficult but allowing for that yes

What could they have done better?

Satified

Review from verified client

April, 2023

Overall

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Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

I needed an advisor to help me pull a number of small pensions together under one umbrella.

How has Arron Sharkey helped you?

He gave excellent advise a took on the transfer process totally.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2023

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Value

Based in Torfaen

What were the circumstances that caused you to initially look for an adviser?

I needed to move my frozen pension out of my workplace

How has Arron Sharkey helped you?

Arron helped me with this and explained all the pros and cons and completed it in a smooth snd professional manner

Have you seen the outcome you were hoping for?

Yes my pension is now doing what I wanted it to do and it’s helped relieve so much stress and anxiety

What could they have done better?

I think the service provided was excellent throughout the process and would highly recommend Arron and the firm

Review from verified client

April, 2023

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Value

Based in Carmarthenshire

What were the circumstances that caused you to initially look for an adviser?

I amalgamated each of my Pensions into 1 pot. As did my husband in relation to his Pensions

How has Arron Sharkey helped you?

Aaron’s passion, knowledge and genuine interest in achieving the best for us can not be faulted. We can go to bed at night knowing our financial affairs are in the best hands. So much so, we have recommended Aaron to friends and family.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Just keep doing what your doing. We are absolutely delighted with the service provided. It’s so comforting to work with an advisor who is truly interested in their clients needs.

Review from verified client

April, 2023

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Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needed help to view the broader picture, find better deals, long term planning.

How has Arron Sharkey helped you?

Listened to my objectives, offered alternatives I might not have considered. Continuity of dealing and watching outcomes.

Have you seen the outcome you were hoping for?

Yes, planning ahead and watching and then the next set of revised plans. Adjusting where necessary.

What could they have done better?

I am very happy with their service at the moment.