Kevin's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 31 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 2 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 11 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Yorkshire
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice approaching retirement.
How has Kevin Hilton helped you?
Gave me appropriate advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for professional independent advice
How has Kevin Hilton helped you?
With financial advice and planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Rutland
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of business generated funds that needed investment
How has Kevin Hilton helped you?
Keven has been extensively involved in planning our investments to generate a regular income and for inheritance. Due to a problems with a previous Financial Advisor he has also undertaken an extensive reassignment of our pension assets.
Have you seen the outcome you were hoping for?
With out a doubt
What could they have done better?
Very little, he is a good listener and provides his guidance in a professional and gentlemanly manner.
Review
by a verified client in North Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing cash holdings
How has Kevin Hilton helped you?
Arranged the investment after discussion of options
Have you seen the outcome you were hoping for?
Too early to say but the investments are in place
What could they have done better?
Nothing comes to mind on this occasion
Review
by a verified client in Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My existing savings and investments needed reviewing.
How has Kevin Hilton helped you?
He recommended re-investing in a managed portfolio.
Have you seen the outcome you were hoping for?
These are long term investments, and it has been an interesting few years, but yes they are performing well given the market conditions.