John's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 23 )
Pensions ( 101 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 66 )
Auto Enrolment ( 2 )
Investments and Savings ( 112 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 65 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 82 )
Financial Mentoring ( 23 )
Financial Coaching ( 11 )
( 5 )
Reviewers' assets
£500k+ ( 60 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
( 3 )
£50k - 100k ( 1 )
Up to £50k ( 6 )
Review
by a verified client in Outside UK
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has John Stirling helped you?
Definitely made an impact by providing advice on how to consolidate pensions
Have you seen the outcome you were hoping for?
Yes … all good
Review
by a verified client in London
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with my existing advisor
How has John Stirling helped you?
John has rationalised and reset our portfolio to accommodate our needs in retirement
Have you seen the outcome you were hoping for?
Absolutely ! Excellent results , great communication skills, giving us confidence in our financial planning for the future.
What could they have done better?
Exceeded expectations
Review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for investment advice and planning for our retirement.
How has John Stirling helped you?
John has helped us with our investments and given us much needed advice for the future and explained everything in laymen’s terms !
Have you seen the outcome you were hoping for?
Yes we have.
What could they have done better?
Nothing !
Review
by a verified client in Essex
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planing advice
How has John Stirling helped you?
enormously over the years and we have recommended him to may of our friends
Have you seen the outcome you were hoping for?
ongoing
Review
by a verified client in Essex
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Time poor to manage funds ourselves, looking for a specialist in this area.
How has John Stirling helped you?
Financial advice, planning, investment.
Have you seen the outcome you were hoping for?
It hasn't been sufficiently long enough to ascertain.