Stephen's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 11 )
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 Nottinghamshire
6 days 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
13 days 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
14 days 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 StephenReview
by a verified client in Nottinghamshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I had a personal pension
How has Stephen Fyfe helped you?
Generally managed my investments well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Always looking for improved returns
Stephen:
Dear David, Thank you for taking the time to leave your review. I am pleased to hear that you feel your investments have been managed well and that you are quite confident you are on track towards your goals. It is always rewarding to know that our annual meetings and regular correspondence help provide you with reassurance and clarity. I appreciate your comment about always seeking improved returns; this is something I am continually mindful of when managing your portfolio, ensuring we strike the right balance between growth opportunities and risk management. It’s great to know that you feel comfortable reaching out whenever questions arise, as maintaining open and proactive communication is a key part of our service. Thank you also for considering recommending my services to others — your trust and support are genuinely valued. I look forward to continuing to work with you to build on the progress we have achieved together. Kind regards, StephenReview
by a verified client in South Yorkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking trustworthy professional advice.
How has Stephen Fyfe helped you?
He has provided the above.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Stephen:
Dear Chris, Thank you sincerely for taking the time to leave such a positive and thoughtful review. I am delighted to hear that you feel you have received the trustworthy professional advice you were seeking when we first began working together. It is particularly encouraging to know that you are confident you are on track to achieve your financial goals, and that our regular conversations and clear communications have been helpful to you. I am also pleased that the advice provided across pensions, retirement income, investments, and wider financial planning has met your expectations. Building long-term, trusted relationships is at the heart of what I do, and it is wonderful to hear that you would consider recommending me to those in need of financial advice. Your confidence and support are genuinely appreciated. I look forward to continuing to work with you and Sharon and helping you achieve your future financial aspirations. Best regards, Stephen