Sean's reviews
Reviewed for
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
First impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Sean
Sean has been an absolute game changer when it comes to helping me understand and manage my finances. I’ve always struggled with saving and planning, but he took the time to listen and broke things down in a way that made sense to me. His support has made a real difference. I now feel more confident, more in control, and finally have a plan I can stick to. I couldn’t recommend him enough genuinely grateful for everything he’s done.
Review
by a verified client in Dorset
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning.
How has Sean Fane helped you?
Yes.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
I dint think he could have helped me any better sean went above and beyond my expectations of what I wanted.
Sean:
Thanks so much for the review, it is much appreciated. You have done a great job focussing on the foundational areas of financial planning. I am really glad you found the service useful, and that you are energised to continue your journey to secure your family's future.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sean
Sean has been an invaluable advisor, guiding me through the complexities of financial planning with clarity and expertise. From structuring my income and managing school fees in a tax effiecient way, to setting up trusts and ensuring my will and death-in-service policies are all financially in order, he has provided tailored advice that gives me complete peace of mind. His attention to detail, professionalism, and ability to simplify intricate financial matters have made a real difference. I wouldn’t hesitate to recommend him to anyone looking for a trusted financial advisor.
Sean:
Thanks so much for such a positive review, it is very much appreciated. I am very lucky to have the opportunity to engage with such a forward thinking and pro-active client.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sean
The financial advice that Sean has provided me over the last two years has been invaluable, he helped with setting up my ISA, investment and pension. We have regular catch up's to discuss and review and I know he's more than welcome to hear from me at anytime with questions or concerns I may have. Highly recommend
Sean:
Thanks so much for the kind review. It has been a great pleasure getting to know you over the last couple of years, and help you with general coaching and support regarding the landscape of pensions and investments. It often takes a while for people to start to feel comfortable with transitioning from relying on an income from their job, to relying on their savings and investments. It is a journey I am pleased to be on with you.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I realised that I had not yet organised not only my own pension requirements but also provisions for my family.
How has Sean Fane helped you?
Definitely helped me. We discussed at length all the variables, it can of course be a minefield and information overload but Sean carefully unfolded the map of successful investing.
Have you seen the outcome you were hoping for?
It is early days for me but perhaps for me the outcome is more about me having confidence in the product and knowing I have Sean in the background if needed.
What could they have done better?
I cannot really pick out anything that would help the delivery any better. For me its a 10/10
Sean:
Thanks so much for the review. It has been a really enjoyable experience working with you on your pension and investments, and seeing the difference that it will make to your retirement plans.