Emma's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 5 )
Pensions ( 136 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 94 )
Investments and Savings ( 137 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 83 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 103 )
Financial Mentoring ( 28 )
Financial Coaching ( 12 )
( 4 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 39 )
£100k - £200k ( 17 )
Up to £50k ( 11 )
£50k - 100k ( 9 )
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A very impressive presentation by Pentelow.
How has Emma Pentelow helped you?
She makes me feel looked after. She has also been helpful to my children.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We weren't happy with our previous advisor - didn't feel that they were pro-active and were disappointed with returns.
How has Emma Pentelow helped you?
Over the long-term (25 years) Emma has helped us grow our wealth from current income, making best use of tax treatments and introducing us to appropriate products that we weren't aware of.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It all started from work.
How has Emma Pentelow helped you?
Talked me through all I can achieve with my pension
Have you seen the outcome you were hoping for?
Yes the outcome was what I was looking for.
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we have used SJP for years.
How has Emma Pentelow helped you?
yes she has.
Have you seen the outcome you were hoping for?
yes i am happy
What could they have done better?
nothing
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To pool all my separate pensions into one account
How has Emma Pentelow helped you?
Emma provides lots of great advice, things to be aware of that I on my own would not have had the knowledge of.
Have you seen the outcome you were hoping for?
Yes but It’s still early days, we have provided Emma with a plan to eventually retire, so hopefully this will work out.