Spencer's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 15 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Repeat review
by a verified client in Berkshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Spencer Kite helped you since your last review?
Always available with sensible and pragmatic advice
Repeat review
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Spencer Kite helped you since your last review?
Spencer has monitored my pension and advised of changes that have resulted in improved returns
Repeat review
by a verified client in Staffordshire
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Spencer Kite helped you since your last review?
he as been at hand to answer any questions i might have
Repeat review
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Spencer Kite helped you since your last review?
Planning an annual review early in the new year to discuss pension performance, investment portfolio and retirement plan.
Repeat review
by a verified client in West Midlands
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Spencer Kite helped you since your last review?
Advice on my temporary secondment abroad