Stephen's reviews
Reviewed for
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 1 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Stephen Fyfe helped you?
Stephen has managed our funds and has advised on planning our retirements.
Have you seen the outcome you were hoping for?
Yes - we have seen some success, despite the difficulties posed by Covid.
What could they have done better?
We're more than happy with the service provided
Stephen:
Thank you, Richard, for taking the time to share your feedback — it’s much appreciated. I’m pleased to hear you feel confident about being on track with your retirement plans, and it’s good to know the support around your investments and pensions has been helpful. I also value your comments on communication and clarity. A balanced and transparent approach is something I aim for, so I’m glad this reflects your experience. Finally, I’m grateful for your willingness to recommend my services. It’s encouraging to know the advice and ongoing support have made a meaningful difference. Thanks again — I look forward to continuing to support your financial plans, StephenReview
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Stephen Fyfe helped you?
Financial planning in retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Stephen:
Thank you so much, John, for taking the time to leave such a thoughtful review. I’m really pleased to hear that you feel confident about being on track with your financial goals and that you feel comfortable discussing both financial matters and more personal challenges with me. Building that level of trust is incredibly important, and I value the openness in our conversations. It’s also great to know that our annual reviews, along with ongoing support when questions arise, are giving you the clarity and confidence you need—especially when it comes to understanding both the benefits and risks of your financial plan. Your kind words and your willingness to recommend me to others mean a great deal. Thank you again for your continued trust. Kind regards, StephenReview
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Stephen Fyfe helped you?
Income planning during retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing obvious
Stephen:
Thank you, Mac, for your kind and considered review. I’m really pleased to hear that you feel confident in your retirement plans and that our work around income planning has helped provide clarity and peace of mind. Retirement is a significant life stage, and it’s rewarding to know our annual reviews continue to support your goals. Your comments on the clarity of our communication and your trust in the advice mean a great deal. Thanks again for your continued support. I look forward to catching up at our next review. Best wishes, StephenReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Forthcoming retirement.
How has Stephen Fyfe helped you?
Provided me with the most suitable pension advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that comes to mind.
Stephen:
Thank you, Ian, for your thoughtful review. I’m really pleased to hear that you feel confident about your retirement plans and that the pension advice has met your needs. It’s great to know our annual reviews continue to support your goals and that you’re comfortable reaching out with questions between meetings. I'm glad you find our communications clear and worth your time — clarity is key when navigating retirement options like drawdown or annuities. Your trust in the advice provided, and your understanding of both the benefits and risks involved, speaks volumes. I appreciate the openness you bring to our conversations and the confidence you've placed in me to help guide you through this stage of life. Should anything change or new questions arise, I’m always here to support you. Kind Regards StephenReview
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Number of pensions that need combing into a single pot
How has Stephen Fyfe helped you?
Helped over 10 years with my financial planning & arrangements
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Stephen:
Thank you, Mike, for taking the time to leave such a thoughtful review. I’m delighted to hear that you are happy with the support and advice you have received over the past 10 years. It’s been a pleasure assisting you with consolidating your pensions and helping you build a clear, structured financial plan for the future. I’m especially pleased to know that you’ve achieved the outcomes you were hoping for and that you feel confident recommending my services to others. It’s always my aim to provide advice that not only meets immediate needs but also supports long-term financial wellbeing across pensions, investments and savings. I look forward to continuing to work with you and supporting you in achieving your financial goals for many years to come. Best wishes Stephen