Kevin's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 8 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Suffolk
9 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I am self employed working beyond retirement age and needed understandable advice on investments in pensions and retirement incomes.
How has Kevin Reynolds helped you?
Set up investments via Transact which were easily understandable, well arranged and well managed.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Kent
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Further investment advise.
How has Kevin Reynolds helped you?
He was recommended by a mutual acquaintance.
Have you seen the outcome you were hoping for?
The returns have been consistent.
What could they have done better?
Since we do discuss other investment options outside of the annual review, not much really.
Review
by a verified client in Suffolk
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension maturity.
How has Kevin Reynolds helped you?
By advising me of my pension and investment options following a full financial review.
Have you seen the outcome you were hoping for?
My financial situation is now all I could have hoped for.
What could they have done better?
I cannot think of anything he, or his colleague could have done to improve the service they have provided.
Review
by a verified client in Norfolk
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Confusion about my options on retirement.
How has Kevin Reynolds helped you?
Talked me through what options were.
Have you seen the outcome you were hoping for?
Yes I believe I have received the best advice.
What could they have done better?
I am very satisfied with the advice and service given to date.
Review
by a verified client in Norfolk
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was offered and accepted early retirement and was looking to invest my lump sum.
How has Kevin Reynolds helped you?
Gave me advice and helped me compile a shar portfolio.
Have you seen the outcome you were hoping for?
More than satisfied with my portfolio and guidance from Kevin.
What could they have done better?
If there is an area where these guys could have done better then I have yet to think of it.