

Sally's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 17 )
Pensions ( 55 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 2 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 21 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 12 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sally Thompson helped you since your last review?
Sally is brilliant at listening and helping with things you don't even think about, she is a real credit to her industry.
Review
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire early
How has Sally Thompson helped you?
Sally has been fantastic took time to understand my circumstances and what was the best fit ,would highly recommend
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing at all
Repeat review
by a verified client in East Sussex
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sally Thompson helped you since your last review?
Sally's continued work on our pension has made sure that we know our options when we retire, what can happen when one of us dies, and how to protect our future plans. She's amazing
Repeat review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sally Thompson helped you since your last review?
She has continued to monitor and manage my pension. She also gave me access to a very helpful mortgage broker without charging a referral fee.
Repeat review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sally Thompson helped you since your last review?
Sally is very quick to respond to either my email or phone call. She is very prompt to answer my requests and also gives me the best advice.