Phillip's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning.
How has Phillip Masters helped you?
Recommended & arranged facility.
Have you seen the outcome you were hoping for?
Very good outcome.
Review
by a verified client in Berkshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice setting up a company pension plus additional investment of an ISA.
How has Phillip Masters helped you?
Phillip Masters listened to my needs and suggested a risk profile for me. Phillip continually monitors my investments that he recommended to buy on my behalf and buys and sells as and when needed.
Have you seen the outcome you were hoping for?
Yes, Phillip has consistently maintained great annual returns for me, I wanted someone to choose my funds and have access to all the investment funds and not just one provider. Phillip has managed that for me and makes my investments an easy task to monitor.
Review
by a verified client in Hertfordshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Regular update on my circumstances and my objectives in retirement.
How has Phillip Masters helped you?
Phillip helped with the creation of a well diversified portfolio.
Have you seen the outcome you were hoping for?
Yes, I'm happy with my pension arrangements.
What could they have done better?
I've know Phillip for many years and I'm very comfortable with the outcomes of our meetings.
Review
by a verified client in Dorset
9 years ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Originally, I wanted to establish a small company pension fund and my trusted accountant recommended me to Phillip Masters.
How has Phillip Masters helped you?
He established the fund as required. He has subsequently handled personal investments and ISAs for me.
Have you seen the outcome you were hoping for?
No, but I assume that due to the state of the global economy most small investors are in the same boat, i.e. a positive result but not as significant as hoped for 10 years ago.
What could they have done better?
I don't have any particular complaints or suggestions for improvement. Phillip has been responsive to me when I have sought advice and keeps me reasonably informed regarding performance of my portfolio.
Review
by a verified client in Surrey
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He approached us.
How has Phillip Masters helped you?
Great advice friendly helpful service.
Have you seen the outcome you were hoping for?
yes definitely.