Stewart's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 48 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 25 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 36 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 17 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
( 1 )
Repeat review
by a verified client in Wiltshire
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stewart Sims-Handcock helped you since your last review?
Highly professional,comprehensive and friendly pensions financial planning advo e and management.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need help with financial planning
How has Stewart Sims-Handcock helped you?
He assessed my assets, revised my goals and helped me investing to achieve those goals
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Stewart had been brilliant. I find difficult to find areas where he could have done better. Maybe, and it is a very big maybe, some further communication when things do not go too well in the marketplace.
Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stewart Sims-Handcock helped you since your last review?
Stewart has continued to give me excellent advice and I have total confidence in his ability to secure my financial security for the future
Repeat review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stewart Sims-Handcock helped you since your last review?
Very much in the same way as previous year.
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stewart Sims-Handcock helped you since your last review?
A knowledgeable and personable Advisor who I can rely on to provide solid guidance in a consultative manner. No hesitation recommending.