Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 7 )

Auto Enrolment ( 1 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Client reviews

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have previously had good advice from Howard Green.

How has Howard Green helped you?

He is a person who is clear and explains everything, and didn't mind me asking simple questions.

Have you seen the outcome you were hoping for?

Yes, results better than expectations.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

Was looking for a Mortgage and was given Howards details.

How has Howard Green helped you?

Howard was very easy to get along with, he understood my needs and goals and explained my options in a very clear and concise way.

Have you seen the outcome you were hoping for?

I was very happy with the outcome of my mortgage. I now feel very happy about my final decision and I was successful in getting the mortgage that I needed.

What could they have done better?

N/A

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Planning a secure financial future for myself from home purchase, planning for retirement, making the most of investments and putting in place health and life protection solutions.

How has Howard Green helped you?

Howard took time to understand my needs and priorities, and over the years has guided me to make the best decisions of how my financial needs should be met in the most effective way. Howard ensures I am kept informed of any changes and responds quickly to requests for information, updates and changes.

Have you seen the outcome you were hoping for?

The outcome is better than I could ever have hoped for without using a Financial Advisor. Howard's expertise and professionalism has given me the confidence to make the most of my investments and has enable me to have protection in place which provides me with peace of mind should I be unfortunate enough to need to make a claim. As Howard reviews my situation on a regular basis I am able to make changes in a timely manner to make the most of the market at the time.

What could they have done better?

It is difficult to find anything Howard could have done better as he has always responded to any of my questions to achieve a timely and positive outcome.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

My pension scheme seemed to be achieving very little. The purchase of a new home required a mortgage.

How has Howard Green helped you?

Very friendly and professional approach. Great back up team.

Have you seen the outcome you were hoping for?

My personal pension has performed well and is constantly managed.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Required pension and fincial invetment advise.

How has Howard Green helped you?

Was able to set up a SIPP pension and Share ISA's and helped to pick the funds.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

I required Life Insurance for protecting my mortgage and family and also medical insurance.

How has Howard Green helped you?

Provided me with protection for my mortgage and family.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Found me a policy with everything in one.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had four small pensions with previous employers and required these be merged into one.

How has Howard Green helped you?

Howard helped me merge these pensions into one lower charging scheme.

Have you seen the outcome you were hoping for?

Yes the performance to date has been better than i expected.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in East Riding

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

To help with planning for my retirement and investment planning also forward planning for my will and when I retired continue this .

How has Howard Green helped you?

Howard was excellent with all aspects of planning for retirement and also investments ,he understood what I wanted. He explained everything that we were doing and when I retired he sorted out all my pensions, investments ,will and on-going items such as funeral planning.

Have you seen the outcome you were hoping for?

All the recommendations that Howard has done have been great , every aspect of what he has done has been explained and I now have complete peace of mind . I have control over all my affairs and everything that Howard has done has been extremely well suited to my needs . I am very happy with all my pension arrangements, I do not think that I could have achieved anything like what we have done on my own and in the long term it has helped me to plan my future with confidence .

What could they have done better?

I really do not think that Howard could have done any better than what he has done , he has given me first class advice and I have a first class outcome.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

Needed personal and company advice on financial products and planning.

How has Howard Green helped you?

Howard helped me to identify the most suitable products for me and my business and to put those products in place.

Have you seen the outcome you were hoping for?

The advice that Howard has provided has made me feel more secure financially and allowed me to plan for the future.

What could they have done better?

I would be great to have real-time online access to all of the products in my portfolio. This may not be a limitation of Howard's company but of the companies providing the financial products.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

My Husband was retiring and we wanted to use some of his pension pot to invest in a bond at little or no risk.

How has Howard Green helped you?

Howard advised us which one he thought would be best and we were delighted with the result when the 5 year bond matured.

Have you seen the outcome you were hoping for?

It was more than we expected.

What could they have done better?

I don't think he could have done better, we were delighted with his advice