Tristan Renfree

First impression from a user who is not yet a client

December, 2022

Please provide a brief comment about your experience with Tristan

Tristan has a huge amount of knowledge and experience that meant my conversation with him was highly valuable for me in planning for my and my family's future. He helped me take both a strategic longer term view of my investments and pension, as well as providing practical and immediately applicable suggestions for short term investment decisions I am making.

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Tristan

Tristan provided insights which were extremely helpful in enabling better planning. Challenging some conventional orthodoxies on the practices of large-scale pension providers was especially interesting and insightful.

Tristan's reply

Thank you for taking the time to do this and for your positive sentiment.

Repeat review from verified client

November, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Tristan has been advising my wife and myself for the past 15 years, he is very thorough, highly professional and listens really well to your requirements whilst helping to develop them in an informed way. He is highly organised, very responsive and always thoroughly prepared for our meetings. Over the past two reviews, which have been done remotely due to the pandemic, his advice has been invaluable in preparing our pension plans. He also displays a real passion for what he does and is constantly working to ensure his qualifications are exceed the required level by some way.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

I had been left a substantial amount of money following the death of a parent and wanted to invest it wisely. I also want to retire early and therefore needed advice on how best to achieve this with the pensions and savings that I had.

How has Tristan Renfree helped you?

Tristan asked me to undertake a risk analysis and based on the results of this advised on the best course of action to take with the savings and pensions that I already had.

Have you seen the outcome you were hoping for?

Yes. My portfolio has been performing steadily.

What could they have done better?

Nothing! Tristan is always ready to advise and is always on the end of the phone if I have any queries.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Planning on taking early retirement and several pension pots were not generating sufficient yield. Needed professional advice to determine best course of action and ensure the investments worked for me in the right way.

How has Tristan Renfree helped you?

Tristan helped by understanding our whole financial picture and how the investments could be better managed to realise our aims in accordance with our own assessment of risk.

Have you seen the outcome you were hoping for?

Yes. I was able to retire earlier and still maintain an appropriate income level.

What could they have done better?

I am not an expert so difficult to answer this .... another reason why Tristan's help was invaluable.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

We had inherited some money

How has Tristan Renfree helped you?

He advised us of our options, arranged the investments and continues to manage them for us now.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, Tristan is always a pleasure to work with. He takes care to explain everything so that all our decisions are made with confidence.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Previous adviser had retired

How has Tristan Renfree helped you?

He took on board my profile of managed risk/reward and was most diligent in ensuring he fully understood my needs. He gave a great sense of integrity and ownership of what he was proposing.

Have you seen the outcome you were hoping for?

Far more than I had expected. He delivered quite exceptional results.

What could they have done better?

I do not beleive that would have been possible.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Long term planning for retirement and investment.

How has Tristan Renfree helped you?

Advised regarding pension. Sound investment advice which has consistently brought good return .

Have you seen the outcome you were hoping for?

Yes able to retire sooner than expected .

What could they have done better?

Nothing

Tristan's reply

Thanks very much for taking the time to complete the review and your positive sentiment.

Repeat review from verified client

October, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

He has guided us through from choosing the right pension path to investments and we are both very happy with the outcome

Tristan's reply

Thanks Rob.

Repeat review from verified client

October, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Tristan always responds no matter how busy he is. I have been considering various options as I move towards pensionable age. Tristan always looks at my options one by one, and his systematic and pragmatic approach allows me to make balanced decisions for me and my family. His approach to everything is consistent and considered.

Tristan's reply

Thanks very much Paul.

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

inherited a property and needed help

How has Tristan Renfree helped you?

investment into a number of areas

Have you seen the outcome you were hoping for?

yes most certainly

What could they have done better?

can't fault his actions in any way

Tristan's reply

Thank you for your kind review. Much appreciated.

Repeat review from verified client

September, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Tristan continues to provide knowledge and expertise with regards to our finances and ensures that we are in the best financial position that we can be

Tristan's reply

Thanks Sue, that is very kind of you.

Repeat review from verified client

September, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Tristan was recommended to both myself & my wife by relatives & friends in 2016. Since then we have been very pleased with the professional manner in which he has managed our private pensions. We are now retired & have benefited greatly from his guidance & advice which has been given in a very straightforward & honest manner after taking the time to understand our needs & concerns

Tristan's reply

Thank you for your kind review.

Repeat review from verified client

September, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

All financial assistance for the past 20 years.Also helping me to withdraw money recently from a bond by assisting me to fill out diffircult and complicated forms.

Tristan's reply

Thanks Chris.

Repeat review from verified client

September, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Tristan Renfree has continued to supply me with financial advice and I has continued to give excellent advice on an annual basis and has followed up other questions that arose promptly and helpfully. Tristan's advice is still proving to be very effective in the area of investments and savings and I still have no hesitation in recommending him to others.

Tristan's reply

Thank you for taking the time to do this and for your positive comments.

Repeat review from verified client

March, 2021

This review is a follow-up review from a client who left a review previously.

How has Tristan Renfree helped you since your last review?

Kept me up to date about the value of the pension pot.

Review from verified client

September, 2019

What were the circumstances that caused you to initially look for an adviser?

Needed long-term advice on pension planning.

How has Tristan Renfree helped you?

Gained a good understanding of my financial needs taking into account my personal, work and financial situations as they have changed over the years. Explains options clearly and patiently.

Have you seen the outcome you were hoping for?

Have been happy with the advice that i have been given and the outcomes.

What could they have done better?

As above, I cannot think of anything more that Tristan could have done.

Tristan's reply

Thanks Chris.

Review from verified client

April, 2019

What were the circumstances that caused you to initially look for an adviser?

We had not had an advisor for a number of years. There were also pension fund values that did not make sense and general concerns about our old pension fund contracts. We were receiving letters with conflicting information from the company where our pensions were invested.

How has Tristan Renfree helped you?

He helped clarify the truth of where our money was invested. He helped my husband recoup nearly £50,000 where the pension provider had not invested in the funds that he had chosen to invest in several years earlier. He helped us transfer our pensions to a different company and to funds suitable for our age.

Have you seen the outcome you were hoping for?

Recouping nearly £50,000 was a wonderful bonus that we were definitely not necessarily expecting.

What could they have done better?

I cannot criticize him from our experiences thus far.

Review from verified client

March, 2019

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Tristan Renfree helped you?

Managed to work the best way of dealing with the pension pot, which got us something better than we imagined possible.

Have you seen the outcome you were hoping for?

The outcome has been better than we were hoping for.

What could they have done better?

Nothing

Tristan's reply

Thanks for taking the time to do this.

First impression from a user who is not yet a client

February, 2018

Please provide a brief comment about your experience with Tristan

Good open and honesty assessment of my financial position and the options available. I plan to follow up with Tristan for my future financial options.

Tristan's reply

Thanks Jonathan.

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

Last person retired from a firm I had used for 20 years.

How has Tristan Renfree helped you?

Invested portfolio recognising my needs. This followed a very helpful review of my personal circumstances.

Have you seen the outcome you were hoping for?

Yes - indeed better than expected.

What could they have done better?

Not that I can think of

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

Retirement and what I should do with my pension pot.

How has Tristan Renfree helped you?

He listened to our requirements and advised on options available for my pension pot that would suit our outlook and circumstances.

Have you seen the outcome you were hoping for?

This was set up in the past few months, so a bit early to make a judgement.

What could they have done better?

Nothing

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

Unhappy with the support provided by an existing pensions advisor.

How has Tristan Renfree helped you?

Reviewed & provided advice on existing pension arrangements & financial planning in preparation for retirement. Tristan took the time to provide the information in clear & simple terms.

Have you seen the outcome you were hoping for?

Yes, Tristan's review & advice was very useful. I now have a much better understanding of my pension arrangements & investments.

What could they have done better?

I am completely satisfied with the knowledge & support Tristan has provided to date

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

Poor advice from previous advisors.

How has Tristan Renfree helped you?

Tristan started from scratch by focusing on our aims and goals.He then provided very sound and clear advice and has since regularly communicated with us so we know what is going on.

Have you seen the outcome you were hoping for?

Very happy with his recommendations and our investments are now on a sound basis.

What could they have done better?

He gave us what we required - he understood our needs, gave sound advice and communicated clearly with us.

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

unsure about pension now and at retirement.

How has Tristan Renfree helped you?

he gave me very sound advice put my mind at ease.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

he covered everything i needed

First impression from a user who is not yet a client

August, 2016

Please provide a brief comment about your experience with Tristan

Tristan did contact me but I have initially dealt with a different adviser ...

First impression from a user who is not yet a client

March, 2016

Please provide a brief comment about your experience with Tristan

I thought he was very good and knowledgable. My pension fund is not great so could not go further with him as fees to high. It is a shame they could not be tailored towards people like myself. But I was very impressed with him indeed. Please can you thank him and pass on my views. Kind regards Ian

First impression from a user who is not yet a client

March, 2016

Please provide a brief comment about your experience with Tristan

Contact too short to form an objective opinion

First impression from a user who is not yet a client

January, 2016

Please provide a brief comment about your experience with Tristan

Preliminary advice sought regarding inheritance tax planning and investments and was very happy with Tristan,s guidance ,initial consultation was free and charges not discussed . When in a position to move forward I will certainly re contact Tristan and discuss detailed requirements and charges.

First impression from a user who is not yet a client

November, 2015

Please provide a brief comment about your experience with Tristan

I had a within the hour a response to my email concise informed information Very impressed

First impression from a user who is not yet a client

July, 2015

Please provide a brief comment about your experience with Tristan

Good professional meeting

First impression from a user who is not yet a client

May, 2015

Please provide a brief comment about your experience with Tristan

Friendly and informative. I can understand the previous reviewers positive comments. As to his performance as an advisor only time will tell. Based on his visit we have decided to switch him as we were impressed with his approach.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Tristan

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Tristan

Free half hour consultation must be at the offices rather than a home visit.

Tristan's reply

This is incorrect.

First impression from a user who is not yet a client

December, 2014

Please provide a brief comment about your experience with Tristan

First impression from a user who is not yet a client

December, 2014

Please provide a brief comment about your experience with Tristan

He seemed very knowledgeable and helpful.

Review from verified client

December, 2014

How has Tristan Renfree helped you?

Clearly understood our issues and gave sound clear advise, explained our options and which ones would best suit our requirements

What could they have done better?

Currently nothing, very pleased with the overall service.

Review from verified client

November, 2014

How has Tristan Renfree helped you?

Tristan has been advising my wife and myself for the past 8 years, he is very thorough, highly professional and listens really well to your requirements whilst helping to develop them in an informed way. He is highly organised, very responsive and always thoroughly prepared for our meetings, a good example being when he arranged life cover for me at very short notice earlier this year. He also displays a real passion for what he does and is constantly working to ensure his qualifications are exceed the required level by some way.

What could they have done better?

nothing,

Review from verified client

November, 2014

How has Tristan Renfree helped you?

Tristan Renfree has been my financial advisor for a number of years. He has offered a highly professional and efficient service , he is well informed , reliable and very approachable. I highly recommend him to future users.

What could they have done better?

Nothing I can think of.

Review from verified client

October, 2014

How has Tristan Renfree helped you?

Excellent communicator. Says what he's going to do - and does it. Keeps us informed of all developments. Always replies promptly to any enquiries we might make. Always keeps appointments.

What could they have done better?

Questionable taste in ties!!!

Review from verified client

October, 2014

How has Tristan Renfree helped you?

I am confident that Tristan is regularly reviewing my portfolio and advising on adjustments in year as well as reviewing annually. Tristan is very patient and explains things clearly - I have found him very helpful.

Review from verified client

October, 2014

How has Tristan Renfree helped you?

Friends recommended Tristan to us many years ago, and we have received excellent investment and mortgage advice from him during that time, he explains things in a way which is easy to understand. We have recommended him to friends and colleagues and would continue to do so.

What could they have done better?

I can think of nothing that could possibly improve his advice or attention to our financial needs.

Review from verified client

October, 2014

How has Tristan Renfree helped you?

Tristan has been my financial advisor for many years has been extremely helpful and accommodating with my changing business and personal needs. He is extremely trustworthy, offering advice around what is sound and prudent for my financial future. I am convinced that my life and my family's has been considerably more comfortable financially than it would have been without him.

Review from verified client

October, 2014

How has Tristan Renfree helped you?

A great personal feel to the way buisness is conducted. Always looking to get me the best deal not just any old product .

Review from verified client

October, 2014

How has Tristan Renfree helped you?

Supremely efficient and knowledgeable

Review from verified client

October, 2014

How has Tristan Renfree helped you?

Tristan worked with us to obtain our first Mortgage in 2006, and has done so again in 2014. Both times he made this process remarkably painless, he has clearly and promptly communicated with us at every stage and acted in our best interests at all times. He is an all round good egg, and I'd recommend him without hesitation.

What could they have done better?

Nothing springs to mind

Review from verified client

September, 2014

How has Tristan Renfree helped you?

I have know Tristan for 12 years and have been receiving financial advice from him for the last 10 years and would not hesitate to recommend him to family and friends. I find Tristan very easy to talk to, he is always readily available and never fails to return calls promptly. Tristan is patient and takes time to listen to what I want and has never failed to give me good advice on pensions, savings and investments tailoring them to suite my needs. He also explains things in a way which I find easy to understand!

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is very helpful re explaining / forecasting pension and assisting in planning for retirement. He always makes himself available as required and will also suggest options to maximise financial resources. He is also very patient as I try and make sense of the financial information being provided to me .Whilst I have not required his services for past couple of years it will be helpful to review my pension outcome during 2015

What could they have done better?

I am satisfied with service provided by Tristan so nothing to contribute to this section at this stage

Review from verified client

September, 2014

How has Tristan Renfree helped you?

I think the above says it all

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan Renfree is a very down to earth professional Financial Adviser. I felt able to talk freely to him about finance and family. I have had three meetings with him and he has sorted out my pension and investments. At each step he has made sure l understood exactly what he was doing and why. I am very happy with everything that he has done for me. My wife has been to see him about her pension. I would happily recommend Triston Renfree to anyone looking for a financial Advser

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is a very approachable individual. I have used him for all aspects of my financial planning for over 6 years and have recommended him to many family and friends. Tristan is knowledgable, professional and explains everything clearly. I always feel Tristan takes the time to listen to my needs and strives to find the best the options available to me. Tristan has advocated for me when issues have arisen and always responds to my calls/emails in a timely manner. Highly recommended!

What could they have done better?

Service is already excellent.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan gave me excellent guidance and advice through the new minefield of Pension Lifetime Allowance ; I now know, and more importantly understand , how this affects me and my family's savings for retirement .

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Myself and my partner have been advised by Mr Tristan Renfree since 1998.We have always had complete confidence in his judgement and advice.

What could they have done better?

None

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is responsive and knowledgeable. He was thorough in his reviews, made recommendations and researched areas that needed additional consideration. Tristan easy to work with and I would recommend him to others.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

I have known Tristan for 19 years and I have complete faith in the advice that he gives to us. His advice and actions have ensured that our financial position is as strong as it could possibly be and he continues to review it annually to ensure that our savings and pensions perform as best they can. Tristan is very efficient and undertakes any actions that he has promised promptly. He is friendly and approachable, explains clearly any recommended changes to our portfolio and any technical terms, visits us at home or at mutually convenient meeting places and I value his support and advice immensely. He remembers and takes an interest in our working and family circumstances and is a very welcome visitor to our home.

What could they have done better?

I have no suggestions to make

Review from verified client

September, 2014

How has Tristan Renfree helped you?

I have had many reasons over the last 10 years to seek the advise and guidance of Mr Renfree, he is always prompt, accurate and his help has been invaluable to both myself personally and with family matters. He seeks the highest standards of service and does not fall short in any department.

What could they have done better?

Nothing

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Very personable approach, but he knows that customers look underneath this approach for detail, and he can clearly communicate that 'in spades.' I have had to resolve several issues on a personal front over several years, and Tristan always goes out of his way to find a solution, despite me not being the largest of investors. Without his confident approach, not just with customers but other providers, banks etc. my own personal circumstances would have been far more difficult. I am comfortable where I and my family find ourselves at present, and much of that is down to Tristan's approach to my finances .

What could they have done better?

There will be some things I am sure, but I don't need to contact Tristan every day...partly because of the support he has put in place, and the way he has organised things. I am not Tristan's easiest customer, but again, he is always available on the telephone if I need him.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan spent time gathering information about our financial circumstances and our aspiration before explaining and advising us on a considered and tailored financial strategy that matches our means both and now and hopefully in the future. We are very happy with service he has given over the past few years. Thank you.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan was recommended to me by an old friend who like me had worked ,some 40 years,in tough "blue collar"industries.We both tended to dislike Financial"white collar"people who appeared to profit excessively for little effort ,and with other peoples money!!! That view has changed dramatically over the last 12 years,with my investments averaging 8.8% (wish i had given him more !!!!).Tristan,s obvious knowledge,integrity,clarity of explanation, efficiency,politeness,and good nature are a credit to his profession.His fondness for Dom Perignon and Cohiba Cigars are richly deserved.

What could they have done better?

It is very hard to improve on perfection.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan efficiently manages our portfolio on our behalf and is promptly available to deal with any queries we may have.

What could they have done better?

Nothing at this point in time

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Explains all aspects of the financial aspect clearly and with great patience

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is very approachable, always quick to respond to requests or queries and displays an excellent knowledge of the market and products on offer.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

The adviser is extremely clear in his explanation of the various options available to me, both orally and then later in writing. He is also flexible and accommodating in terms of meetings e.g. attending at my home at a time convenient to me.

What could they have done better?

Perhaps a letter in advance of a meeting with an outline of the points to be discussed, with the dis/advantages of each for some prior preparation.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

This was my first time with Tristan - and any financial advisor for that matter for a number of years so my wife and I went in with some open objectives and a lack of knowledge - Help me understand if my money is in the right place, what i need to do to clear my mortgage by X and be able to retire by Y. Tristan was fantastic in explaining where we currently were, and what we need to do to achieve our goal, he wasnt pushy or try to offer products that we didnt want (always my fear on past experience with other advisor). Tristan stayed true to our goals and guided us exactly in what we needed to do, explaining it all clearly and taking a huge burden away from us in contacting organisations on our behalf, giving us advice on a few things we needed to do ourselves and documenting it all.

What could they have done better?

Perhaps a follow up after service call as part of 'package' at an agreed point after initial work. More than anything to ensure we are on the straight and narrow and completed everything we should. Not vital but just an idea!

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan was recommended to me by a friend. To put this in perspective, I have basic financial qualifications however I believe that pension advice requires specialist knowledge, which Tristan has - and some. He is happy to visit me at home at a time to suit me (which is a significant distance for him to travel) and as a working woman, that is a welcome time-saver. Tristan was happy to spend time providing as much detail as I needed, to ensure I understood the implications of my decisions; he also spent time to get to know me as an individual to ensure his recommendations were suitable for me. In terms of knowledge, Tristan demonstrated a thorough and extensive knowledge (and understanding) of pensions and was able to convey his message to me in a way I was / am able to understand. Most importantly, I have realised the benefit of his advice in real terms - by allowing Tristan to manage my existing pension investment, my pension assets have increased dramatically in 12 months. In this day and age, it's extremely difficult to find people in the industry that have both knowledge, expertise and integrity. In Tristan Refree, I have found all three. Having extensive experience of working in the financial sector, I am aware of the structure within branch networks and the knowledge levels you can expect to find. These advisors often have the minimum qualifications required to enable them to provide pensions advice and will generally have knowledge of their own products which can be quite prohibitive to what they are able to offer. The intricacies of pensions are intense, complex and mind-boggling; only someone who has studied this area extensively is able to provide meaningful advice on the subject. I have complete faith in Tristan and any costs incurred are outweighed by the profit I will enjoy in my retirement and the peace of mind I have knowing my money is safe in his hands.

What could they have done better?

In all honesty, I'm unable to offer any suggestions - I'm entirely comfortable (and happy) with Tristan's approach and what he has done for me.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Over a17 year period Tristan has been faultless with myself and my wife. His advice regarding investments has secured our retirement. Always there at the end of a telephone if needed between his normal consultations. His knowledge of financial advice is unsurpassed that along with his easy to understand explanations made us feel at ease. His honesty and trustworthiness shine through. We have recommended him to friends and will continue to do so.

What could they have done better?

In my opinion Tristan would be hard pressed to get any better. Just keep doing it.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

He is first class at explaining things in a manner which I could understand many IFAs that I had met were unable to do this

What could they have done better?

Nothing he does fine as he is

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan Renfree has been supplying financial advice to me for over 10 years and I have always received excellent advice and a very high level of customer care. Tristan's initial advice was central to settling a mortgage issue and has continued to prove to be very effective in the area of investments and savings. I have always found Tristan to be very knowledgeable, trustworthy and confidential and would have no hesitation in recommending him to others - indeed I have done this!

Review from verified client

September, 2014

How has Tristan Renfree helped you?

He gives sound advice and finds the best mortgages to suit our needs. He has always got time to offer advice.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

All was explained thoroughly.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan provides professional, honest advice. He is always on the end of the phone and is very good at explaining things. I have recommended Tristan to several people and will continue to do so.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is a knowledgeable and a user friendly Financial Advisor with a very sound skill base and as a Family Solicitor I have worked with him dealing with clients with financial and pension issues following matrimonial disputes and I have always found him to be professional and reliable in his approach and dealing with clients who are usually in need of solid good financial advice. I have also used Tristan for my own personal finances and would have no hesitation in recommending him.

What could they have done better?

I don't think there is anything he could do better, he always responds to messages or emails.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is very thorough and helpful and communicates information clearly and in great detail. His advice over the years has been exemplary helping us in solving our financial problems. He is trustworthy and has proved to be an excellent listener, sympathetic for our needs which has enabled him to advise us for our benefit

What could they have done better?

The service he has given us over the years could not have been better.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

" Tristan has provided me with invaluable and honest advice for many years. I regard him as a very knowledgeable and impartial advisor, I am happy to recommend him to all"

What could they have done better?

" Little as he responds promptly when I need advice"

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan provides a professional, confidential and friendly service. He is trustworthy and completely reliable. I felt he went the extra mile in making sure he understood my requirements and responded appropriately.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

He is very clear and very thorough in his advice. He is friendly and approachable and takes time to understand the clients and then to look and explain a range of options which may suit. He reviews the portfolio at least annually and is happy to give advise in between when necessary.

What could they have done better?

Nothing - we have always found him responsive and professional

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Very quick response times with frank honest advice

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is very knowledgeable and approachable. I have contacted him for general advice as well as having used him extensively for financial planning over the past ten years Tristan has been particularly helpful in sorting out my pension as I approach retirement age and was able to keep me sane when dealing with one very difficult final salary scheme provider. Tristan responds promptly to emails and always does what he says he will do.

What could they have done better?

This is a difficult lone as I have always received first class, personal service and cannot thing of one issue which he has not dealt with well.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan takes a good look at your life and plans, and provides a concise and holistic set of recommendations. He is personable, bright and a joy to work with.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

Tristan is always on the end of the phone and nothing is too much trouble. He will always get back to me with observations and advice but is never "pushy". I would recommend him to anyone.

What could they have done better?

Nothing - I am completely satisfied with the service I receive from him.

Review from verified client

September, 2014

How has Tristan Renfree helped you?

He is excellent at explaining things and when a course of action is decided upon, he is very quick to act.

What could they have done better?

We have never come up against a problem or situation where he has let us down so this is a difficult question to answer