Henry's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 18 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 35 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
Up to £50k ( 3 )
£50k - 100k ( 8 )
Review
by a verified client in East Sussex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wish to transfer existing pension and prior to this investment of monies to draw income
How has Henry Lovell helped you?
He has given advice tailored specifically to my wishes and requirements. Assisted me in accessing specialist advice where necessary.
Have you seen the outcome you were hoping for?
So far outcomes are good and what I had wished for.
What could they have done better?
Nothing. I have been completely satisfied with the service and care I have received.
Review
by a verified client in Hampshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to amalgamate my various pensions
How has Henry Lovell helped you?
He has sorted my pensions into one
Have you seen the outcome you were hoping for?
More
What could they have done better?
Nothing I’m happy with the advise and outcome so far
Review
by a verified client in Berkshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Henry Lovell helped you?
Gave us confidence that we could retire when we wanted to.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Better follow up action without being prompted by emails or phone calls.
Review
by a verified client in Berkshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Henry Lovell helped you?
Transferred existing ISAs to better performing products. Set up new pension and gave confidence for early retirement.
Have you seen the outcome you were hoping for?
Yes financial outcomes are good but the admin side a bit erratic.
What could they have done better?
Advisor advice very sound but has to be chased and reminded about follow up actions and implementing payments etc. Henry brings a notebook with him on each visit but never makes notes so things sometimes get forgotten to be followed up and implemented.
Review
by a verified client in Oxfordshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My parents used SJP and I have continued to do
How has Henry Lovell helped you?
Henry helped us to get a very clear vision of what was needed for our future and helped us achieve this in an honest, relaxed but professional way.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing