Tristan's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 22 )
Pensions ( 59 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 15 )
£100k - £200k ( 8 )
( 1 )
Up to £50k ( 16 )
£50k - 100k ( 5 )
Repeat review
by a verified client in Cardiff
4 months ago
Overall
Advice
Service
Value
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 continued to provide us with relevant and timely knowledge and expertise with regards to our finances, ensuring that our savings and pensions are performing well.
Repeat review
by a verified client in Herefordshire
4 months ago
Overall
Advice
Service
Value
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?
Continued to be strongly engaged and supportive.
Repeat review
by a verified client in Monmouthshire
4 months ago
Overall
Advice
Service
Value
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 helped manage my pension pot’s successfully and in accordance with my risk profile. He has provided advice and guidance when needed to help resolve issues as they came along. Despite the poor economic situation my pension investments have done well and continued to provide a level of income in line with my lifestyle.
Repeat review
by a verified client in Cardiff
4 months ago
Overall
Advice
Service
Value
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?
I find Tristan very professional, proactive and always looking after my best interests. This was particularly so after the death of my mother in law with the financial guidance he gave.
Repeat review
by a verified client in Vale of Glamorgan
4 months ago
Overall
Advice
Service
Value
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 and my wife by relatives and friends in 2016. He has managed both our private pension schemes since then. Tristan has always responded promptly to any requests for information or advice using down to earth terminology which we can understand. Very professional, knowledgably, approachable, reliable and an excellent listener/communicator, everything you require from a Financial Advisor. I would highly recommend him without hesitation.