Steven's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 142 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 79 )
Auto Enrolment ( 2 )
Investments and Savings ( 145 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 21 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 45 )
Financial Mentoring ( 12 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 36 )
£100k - £200k ( 29 )
Up to £50k ( 12 )
£50k - 100k ( 12 )
Review
by a verified client in Staffordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
More flexible options to manage and influence growth of pension
How has Steven Hendry helped you?
In every way. With sound advice, options and many improvements in the ways he does business and we invest
Have you seen the outcome you were hoping for?
Looking good so far despite the many global influencers out of Steve's control.
What could they have done better?
Nothing of note. Partnering with HRIS is proving a very solid decision so far. Well done Steve.
Steven:
Thank you very much for your thoughtful review and for the continued trust and support you’ve shown throughout our work together. Your confidence in us genuinely means a great deal, and I really appreciate your kind comments. I’m pleased that the move towards more flexible pension management and investment options has proven to be such a positive decision for you so far. It’s been a pleasure supporting you with tailored advice, exploring different opportunities, and continually improving the way we work together and manage your investments. While markets and global events will always create uncertainty, I’m very encouraged that things are progressing in the direction you were hoping for. Thank you again for your support, and I look forward to continuing to work with you in the years ahead.Review
by a verified client in Staffordshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement. Pensions and investments with a number of different providers.
How has Steven Hendry helped you?
Through a straight forward process that reviewed our objectives and attitude to risk we have consolidated our pensions and investments that are now providing the income we want.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Steven:
Thank you very much for your kind review and, most importantly, for the continued trust and support you’ve placed in us throughout your retirement planning journey. It’s been a pleasure working with you to simplify and consolidate your pensions and investments into a structure that reflects your objectives and attitude to risk, while providing the level of income you were aiming for in retirement. We really appreciate your confidence in our advice and look forward to continuing to support you in the years ahead.Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future inheritance & what to do with the funds
How has Steven Hendry helped you?
Steven advised the best investment solutions based on our personal circumstances
Have you seen the outcome you were hoping for?
Yes, the investments are performing well
What could they have done better?
Very little at this stage.
Steven:
Thank you for your thoughtful review. I’m really pleased to hear that you’ve been happy with the advice and that the investments are performing well. Planning around a future inheritance can feel like a significant decision, so it’s great to know that the recommendations provided were well aligned with your personal circumstances and long-term goals. I look forward to continuing to support you and helping ensure your plans remain on track over the years ahead.Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2015 I retired and needed to consolidate a number of pension pots and required guidance on the best course of action in order to achieve my long term financial objectives.
How has Steven Hendry helped you?
Over the years Steven and I have had regular reviews to discuss any changes that might be required in order for me to achieve my financial goals. Steve and his team are always readily available if needed.
Have you seen the outcome you were hoping for?
Still on the journey but so far everything looks on course to achieve the outcome we were aiming for.
What could they have done better?
Nothing
Steven:
Thank you for taking the time to share such a thoughtful review—it’s genuinely appreciated. It’s been a pleasure working with you since your retirement, particularly helping you bring together your pension arrangements and shape a clear path towards your long-term objectives. Ongoing planning is very much a journey, so I’m glad our regular reviews and conversations have helped keep things aligned and on track. I’m also pleased to hear that you’ve found the team accessible and supportive—that consistency and availability are things we take seriously. We’ll continue to monitor progress closely and make any adjustments needed along the way, but it’s encouraging that everything is currently heading in the right direction. Thanks again for your trust over the years.Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
taking early retirement, I saw a presentation by Steve and was extremely impressed. Everything after that became very simple and straightforward.
How has Steven Hendry helped you?
By pulling together all the various strands of bonds, pensions, isa's etc, and helping me see clearly my financial security going forward.
Have you seen the outcome you were hoping for?
If anything, the outcomes to date have outweighed what I could have hoped for, despite instances either in the UK or elsewhere having massive negative impacts on stock markets.
What could they have done better?
Nothing that I can think of.
Steven:
Thank you for taking the time to share such thoughtful feedback—it genuinely means a great deal. I’m really pleased to hear that the initial presentation helped bring clarity at what is often quite a significant and sometimes daunting life transition. Early retirement comes with a lot of moving parts, so it’s good to know the process felt simple and straightforward from the outset. It’s also encouraging to hear that bringing everything together—pensions, ISAs, bonds and the wider picture—has helped give you a clear sense of your financial position and future security. That clarity is exactly what we aim to provide. I’m particularly grateful for your comments around outcomes, especially given the backdrop of market volatility in recent years. Helping clients stay on track and feel confident despite external uncertainty is a key part of the work we do. Thank you again for your trust—it’s a real privilege to support you.