Lionel's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to plan for the future.
How has Lionel Paton-Feaver helped you?
Lionel is experienced, thorough and balanced in his approach. He always takes an holistic approach so that you feel that he is dealing with the person rather than the finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Shropshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to plan for the future
How has Lionel Paton-Feaver helped you?
Lionel took time to understand our needs and provided clear and straightforward options and advice. He made the process simple and maintained excellent communication on the technical aspects and progress throughout
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Warwickshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a Financial Advisor who would provide the highest quality financial advice to result in a very well balanced portfolio along with annual updates.
How has Lionel Paton-Feaver helped you?
Lionel's advice has been exceptional. He was both very considerate and genuinely supportive when I lost my mother and effected an exceptionally smooth transfer of her funds along with the highest quality advice. I have a very well balanced portfolio which, with annual reviews, yields excellent results.
Have you seen the outcome you were hoping for?
My portfolio continues to perform exceptionally.
What could they have done better?
All aspects of Wealth Management by Lionel and his team are of the very highest quality.
Review
by a verified client in Staffordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension & life insurance planning
How has Lionel Paton-Feaver helped you?
Pensions & insurance are now on a satisfactory level with us having a greater understanding of our circumstances.
Have you seen the outcome you were hoping for?
YES
What could they have done better?
We are completely satisfied with all aspects of the services they have provided.
Review
by a verified client in Shropshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed pension planning and advice specifically drawdown
How has Lionel Paton-Feaver helped you?
He spent time explaining all the risks as I was quite nervous about withdrawing my pension. He explained everything in a way that I understood and helped me throughout the process. I was confident that every part of the process was dealt with professionally and in a timely manner and I was kept fully informed at all times.
Have you seen the outcome you were hoping for?
Yes, definitely
What could they have done better?
In my opinion nothing.