Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
Client reviews
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed someone to help me invest my funds appropriately.
How has Katie Santy helped you?
Katie was highly organised and efficient, laying out the different processes and opportunities available to me.
Have you seen the outcome you were hoping for?
In terms of Katie’s services, yes.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
General review of affairs
How has Katie Santy helped you?
Thorough note of position and investing objectives, face to face meeting, follow-up and updates, detailed report of findings
Have you seen the outcome you were hoping for?
yes, it was the review I needed and we picked up and corrected a pension scheme error made by the administrator
What could they have done better?
Nothing noted
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in West Sussex
What were the circumstances that caused you to initially look for an adviser?
To guide me through the pension minefield on retirement
How has Katie Santy helped you?
Katie has a very friendly and helpful approach, and helped me helped to set up a drawdown arrangement that was appropriate for my needs and tax efficient.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No comment
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We had pensions that did not appear to be doing too well. Also, I had a debt with HMRC and this was repaid in full and both our pensions reviewed. We were unsure about what our position would be financially when we retire.
How has Katie Santy helped you?
She explained each stage and options we had with clarity, produced reports we understood and gave concise advice that we could act on. She was very professional and helpful throughout. Our minds have been put at ease now.
Have you seen the outcome you were hoping for?
Yes, we have. We receive pension updates and can log in online to check.
What could they have done better?
No, we feel that Katie Santy provided excellent service and advice.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
My previous adviser failed to give me good advice about a product that he had recommended and then refused to co-operate by stating I had not been a client.
How has Katie Santy helped you?
Katie explained very clearly all the options I had in resolving the problem and then when she was sure I fully understood did all the negotiations to find the best product for me and the subsequent transfer of my SIIP in to a Lifetime Annuity. She regularly kept me up-to-date with progress.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of anything that Katie could have done better.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Punter Southall for many years . They have advised as to pension provision, investment and pension management in such a manner as to have provided me with an excellent pension provision when I retired
How has Katie Santy helped you?
Katie has taken over responsibility for management of my affairs as my original adviser James Adley moves towards retirement. She has continued the level of care and advice to which I have been accustomed providing pro active, clear and understandable advice and assistance
Have you seen the outcome you were hoping for?
Yes , I am enjoying a comfortable pension ,larger than I would have imagined when I started the process with the benefit of good provisions for my family in the event of my death put in place on the advice of and with the assistance of Punter Southall
What could they have done better?
I cannot imagine a better service
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
Semi-retirement
How has Katie Santy helped you?
Katie assisted with a policy to cover inheritance tax, so my son will not be financially burdened on my death.
Have you seen the outcome you were hoping for?
Yes, thank you
What could they have done better?
Nothing. Katie has always been available for me and she has responded quickly to my questions
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I was already a client of PSFM when Katie became my adviser. I was seeking advice on converting my occupational pension when I met one of Katie’s predecessors at PSFM.
How has Katie Santy helped you?
By continuing the good work of her predecessors.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything.