Stewart Sims-Handcock

Stewart Sims-Handcock

Lonsdale Wealth Management

Stewart's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 49 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 36 )

Investments and Savings ( 62 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 25 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 37 )

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 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?

Stewart has helped us enormously in the past year with his professional and friendly manner, he’s given us a good understanding of all financial aspects including our pensions, which we would have struggled to make sense of without him. An annual update on our financial situation is always reassuring.

Repeat review

by a verified client in Wiltshire

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?

Highly professional,comprehensive and friendly pensions financial planning advo e and management.

Review

by a verified client in Hampshire

4 months 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

4 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?

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

5 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.