Gwennan's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 3 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 1 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Up to £50k ( 12 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Cheshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gwennan Masters helped you since your last review?
Gwennan is very understanding and non judgemental and an absolute life saver to be honest! Knowing that I have someone looking after my affairs is a huge relief. She is patient and always happy to take time to explain the options in a language I understand.
Repeat review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gwennan Masters helped you since your last review?
Great support in assessing our finances and making sure we are on plan.
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
SJP changed
How has Gwennan Masters helped you?
Pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All good
Gwennan:
Thank you so much for your kind review, and for mentioning me to others as word of mouth is how I grow my business. :)Repeat review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gwennan Masters helped you since your last review?
Continued to regularly review our financial and investment situation
Gwennan:
Thank you so much, I really appreciate this lovely review.Repeat review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gwennan Masters helped you since your last review?
Gwennan arranged the drawdown of part of my worked based pension into my personal pension plan. Whilst it wasn’t without difficulties, Gwennan kept me informed throughout with manageable timeframes.
Gwennan:
Thank you, you are a star :)