Penny's reviews
Reviewed for
Insurance and Protection ( 47 )
Mortgages ( 94 )
Pensions ( 77 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 37 )
Auto Enrolment ( 1 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 17 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 36 )
Financial Mentoring ( 13 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 17 )
£100k - £200k ( 11 )
( 1 )
£50k - 100k ( 13 )
Up to £50k ( 24 )
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed open and honest advice on financial products as I plan towards retirement
How has Penny Smith helped you?
Clear and concise recommendations Clear understanding of my circumstances and needs Recommends and also advises against products and plans
Have you seen the outcome you were hoping for?
My pension pot is growing nicely My mortgage is on track to be paid off
What could they have done better?
Spoken to Penny earlier!
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring
How has Penny Smith helped you?
Penny helped me understand the pros and cons of the whole retirement process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and savings
How has Penny Smith helped you?
Excellent advise and actions
Have you seen the outcome you were hoping for?
Totally
What could they have done better?
Nothing
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had just taken a severance package from work and my husband was approaching retirement.
How has Penny Smith helped you?
She gave us good sound advise and implemented changes to the way in which we had been investing
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing - What could we have done better? We would have found Penny much sooner
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a private pension I needed advise with.
How has Penny Smith helped you?
Penny looked at all my finances and pensions. We spoke of my plans for a secure financial income and a risk assessment of investment.
Have you seen the outcome you were hoping for?
Yes, I have a amalgamated my pension finances into a security investment for the future.
What could they have done better?
I believe I have received the highest professional standards from the team.