Ashley's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 5 )
Pensions ( 103 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 2 )
Investments and Savings ( 111 )
Pension Transfers - Non Specialist ( 38 )
Inheritance Planning ( 13 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 31 )
Financial Planning ( 9 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 28 )
£100k - £200k ( 14 )
£50k - 100k ( 14 )
Up to £50k ( 10 )
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We approached Ashley for help with clearing some debts by drawing down some money from our SASS scheme
How has Ashley Parry helped you?
Ashley listened to what we wanted to achieve and advised us the best way to draw the funds we needed and move the balance to two new pension investment schemes with lots of flexibility for our future needs and circumstances
Have you seen the outcome you were hoping for?
Yes...Ashley provided brilliant results which exceeded our expectations and helped us to reinvest for the future with continued support
What could they have done better?
Nothing everything has been handled professionally no improvements needed
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a more personal service as my last FA died and the business transferred to a larger company
How has Ashley Parry helped you?
Ashley was really good, explained everything with examples and gave a good range of options for my pension transfer
Have you seen the outcome you were hoping for?
Yes, the transfer went smoothly and the investments are going as expected
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My private pension had matured and I wanted to invest the money and also combine my employment pension.
How has Ashley Parry helped you?
I went to see Ashley and he went through different ways to invest my money. I was impressed with the information and the examples he showed me and agreed to let him look after my money for me, he contacted my current providers and requested the money to be transferred over.
Have you seen the outcome you were hoping for?
It is too soon to see a growth in my investments yet as the money only transferred over recently but I have every faith in Ashley because he has been looking after my Dads investments for years and my Dad has always been more than happy with how his investments have grown.
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial position changed due to bereavement and I had 2 recommendations from friends about Polygon.
How has Ashley Parry helped you?
Ashley helped me sort out my finances and work out a plan so I can retire early. He also helped with a pension transfer so that I didn’t have several small pension pots.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My company pension, it only pays half benefits, if something wear to happen to me ,now with good advice my spouse gets it all
How has Ashley Parry helped you?
Ashley Perry, helped me get the right pension for me and my family, with no pressure at all .
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing for me as its was all explained to me very well