Philip's reviews
Reviewed for
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Financial Planning ( 1 )
Reviewers' assets
Review
by a verified client in West Midlands
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't look for an advisor. I already had one!
How has Philip Allen helped you?
To help plan for paying off my mortgage early by using pension funds.
Have you seen the outcome you were hoping for?
Yes, my mortgage is now fully paid off.
What could they have done better?
Nothing
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer.
How has Philip Allen helped you?
Philip undertook a full review, provided recommendations, and arranged the smooth transition within the deadlines. He was also open and honest regarding fees, charges and the risks.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing. He is very approachable and very responsive if I have any queries or questions.