Steven Rowe

What were the circumstances that caused you to initially look for an adviser?

Long term planning over 15 years ago

How has Steven Rowe helped you?

Over the past 15 years Steve has always given me appropriate advice and support as life presents its twists and turns. For me, trust is a big issue, I am cautious and believe in managing risk for the things that matter. Steve has always been able to explain the rational to his advice, helping me to make clear informed decisions financially for me and my family for the future. My pension planning and decision dates are now zooming up on me! Steve is helping my look at my options reducing anxiety helping me build my mindset for the future and next phase of my life. It looks good, his bonkers humour can only help !!!!

Have you seen the outcome you were hoping for?

I can't blame Steve for the recent market events, but generally performance results have been good for my investments, so yes Steve has achieved, but there is always room for more growth ; )

What could they have done better?

Very satisfied!

What were the circumstances that caused you to initially look for an adviser?

I was dissatisfied with previous IFA and had been recommended to speak to Steve.

How has Steven Rowe helped you?

We moved our SIPPS to Lucent but have had wider discussions including; IHT planning, trusts, gifts and tax.

Have you seen the outcome you were hoping for?

Yes, to date.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

The potential loss of my job caused me to quickly review the implications and options available to me .

How has Steven Rowe helped you?

Steve was recommended by a friend and was very helpful in guiding me through options in a supportive way.

Have you seen the outcome you were hoping for?

To date things have gone to plan with the exception of Trump taxes impacting the global financial situation - now it is time to wit it out.

What could they have done better?

Spoken to Steve years ago!

What were the circumstances that caused you to initially look for an adviser?

We were looking to consolidate our pensions and plan our retirement. Steven was highly recommended by friends of ours who had benefitted from the financial advice that he had provided them.

How has Steven Rowe helped you?

By helping us to realise our retirement aspirations. He is also a thoroughly nice chap

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

I can’t think of anything

What were the circumstances that caused you to initially look for an adviser?

Good reliable advice given in a friendly personal manner admits freienly office environment.

How has Steven Rowe helped you?

Advised me from the onset with my pension investment following retirement and recently assisted me in funding my wife’s home care after being diagnosed with Alzheimer’s disease. This was of great assistance as I myself was hospitalised with a severer illness.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No issues