Ian's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Ian
I contacted Ian recently to gain some clarity on a pension issue that had come up regarding my current provider. Ian has put my mind at rest and provided certainty. He clearly understands pensions and was most generous with his time and quick to respond. If I ever need advice in the future I will definitely give him a call and would highly recommend him to anyone. Thanks Ian.
Review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting close to 55 years of age.
How has Ian Brightwell helped you?
By consolidating my pensions and given me an idea of how much I can withdraw when of age.
Have you seen the outcome you were hoping for?
Yes
Ian:
Thank you for your kind review Steve. It's a pleasure to advise you, and I look forward to continuing to work with you.Repeat review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Brightwell helped you since your last review?
Discussed my future retirement and how to best use my funds
Ian:
Thanks so much for your fantastic review. We hugely appreciate you taking the time and effort to do it and we love working with you too!Repeat review
by a verified client in Suffolk
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Brightwell helped you since your last review?
Advised me the options of where to take out some money for home improvements
Repeat review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Brightwell helped you since your last review?
Ian continues to keep me informed of developments and is always available to discuss any points I wish to clarify.
Ian:
Thanks very much for your lovely review, it means a lot to get great feedback from clients and we look forward to continuing to help you make the best financial decisions going forward.