Stephen's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 5 )
Pensions ( 67 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 26 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 25 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating several pension pots
How has Stephen Wales (Ripley Wales) helped you?
Advising me on the best way to amalgamated my pensions into one investment. Then guided me through the annual review process. All along the way he has been thorough with his descriptions and efficient at executing any changes.
Have you seen the outcome you were hoping for?
Yes. My investment has grown.
Review
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Stephen Wales (Ripley Wales) helped you?
Stephen is very easy to speak with, extremely knowledgeable, and has brought together all my financial needs and considerations.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Nothing
Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to see where we could be best placed looking towards our latter years. Was our investment and assets making the best return for us.
How has Stephen Wales (Ripley Wales) helped you?
Clearly explained options in simple layman terms after taking the time to understand our needs and going through a comprehensive financial health check
Have you seen the outcome you were hoping for?
Not yet, we will wait for information from our various representatives before proceeding in an action plan advised or to be further advised by Stephen
What could they have done better?
Stephen provided a calm and informative environment, talking simple and straightforward language that we could clearly understand and allowed us to make informed decisions. He could not have done anymore to help, helpful and professional in all respects
Review
by a verified client in Bristol
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have always used an advisor since my 20s.
How has Stephen Wales (Ripley Wales) helped you?
Yes.
Have you seen the outcome you were hoping for?
Yes - pension and savings portfolio showing overall growth despite ups and downs
What could they have done better?
I could have bought Bitcoin when it was 10 cents.....no, seriously, annual reviews and interim consultations keep everything on line for target results.
Review
by a verified client in Suffolk
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous Financial Adviser retired and recommended Stephen Wales to me. It was obvious from the beginning that Stephen is an excellent person to have looking after your financial affairs. He is very thorough and knowledgable. He explains things in a way that, for someone like myself who is not necessarily up to date with finances, makes clear sense.
How has Stephen Wales (Ripley Wales) helped you?
He has been looking into the terms of a Bond that was set up sometime ago. It was quite complicated and he has taken the trouble to look into the details and advise me that when it comes to an end, what we can do next.
Have you seen the outcome you were hoping for?
This will be in a year or two.
What could they have done better?
He couldnt have done better. He has been very thorough.