Dominic's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 12 )
£100k - £200k ( 13 )
£50k - 100k ( 3 )
Up to £50k ( 7 )
Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To retire early
How has Dominic Bowers helped you?
Dominic has helped me go through all the retirement options that were available to me
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing, gave fair impartial advice
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?
I was already retired and needed advice on how best to take my private pension pot. I had a basic understanding of the options available, but wanted to get clear advice on the best options to suit my current and potential future needs.
How has Dominic Bowers helped you?
He has explained the options available and guided me to making decisions that I am comfortable with. He has recommended ways to invest my money in my preferred lower risk options while providing details of the potential for drawdown funds to last as long as I can reasonably expect to live.
Have you seen the outcome you were hoping for?
Yes. Based on my attitudes to risk and life expectancy we agreed an annuity/drawdown mix. He also advised on tax efficiency in relation to taking advance lump sums or leaving cash invested until a lump sum may be required.
What could they have done better?
Very little. I am a self confessed economic ignoramus. I certainly couldn't have dealt with the major decisions involved on my own. He has guided me through the whole process while giving my preferences, needs and concerns due consideration throughout.
Review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To be more efficient.
How has Dominic Bowers helped you?
Depth of knowledge.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to have an ethical ISA
How has Dominic Bowers helped you?
Found a suitable product that met my requirements
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was fine
Review
by a verified client in Manchester
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on combining several separate pensions into one pension pot. Also, taking some of the 25% tax free lump sum from my current pension.
How has Dominic Bowers helped you?
Completed the task of combining several pensions into one pot and transferring part of the 25% tax free lump sum. Also, clarifying issues regarding savings and tax matters.
Have you seen the outcome you were hoping for?
As far as I am aware everything was completed correctly.
What could they have done better?
Can't of anything that could have been done ant better.