Luke's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 3 )
Up to £50k ( 6 )
£50k - 100k ( 2 )
( 2 )
Review
by a verified client in Derbyshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having more than one pension pot plus savings and not knowing what was the best way to make my money work for me.
How has Luke Smulders helped you?
Ensures that my investments are in the correct risk category for me. Provided a forecast of my finances which showed and allowed me to retire early. Ongoing annual reviews to keep me updated. Being there if I have any questions regarding my finances.
Have you seen the outcome you were hoping for?
Yes. Following the forecast provided I was able to retire early, without this help I’d still be working.
Luke:
Thank you for your kind review. I'm delighted that our planning and financial forecasting helped you achieve an earlier retirement and provided confidence in your financial future. I look forward to continuing to support you in the years ahead.First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with Luke
Luke was kind, informative and helpful. He answered any question I asked and wasn't in a hurry to leave our meeting.
Luke:
Thank you for your kind review and for taking the time to share your experience. I really enjoyed meeting with you and discussing your financial plans. It's great to hear that you found our first meeting helpful and informative. I look forward to speaking again soon. LukeReview
by a verified client in Leicestershire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receiving a share of a work based pension as part of the divorce financial settlement
How has Luke Smulders helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Luke:
Thank you very much for your kind review and 5-star rating. I'm delighted to hear that you are pleased with the service I provide. It is a pleasure working with you, and I really appreciate you taking the time to share your experience. Thank you for your trust and support!Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to review my financial situation and improve my investment portfolio. I also wanted to explore my pension options.
How has Luke Smulders helped you?
Luke was great at explaining my different investment options and guiding me professionally through the process. He gave me lots of information and communication was and continues to be excellent.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
I honestly don’t believe Luke could have done anything better, I have been so grateful for all he has done for me so far and I look forward to continuing to work with him in the future.
Luke:
Thank you so much for your kind words and for taking the time to leave a review. I really appreciate your feedback and am delighted to hear that you had a positive experience. It has been a pleasure helping you with your financial planning, and I'm grateful for the trust you've placed in me. I look forward to supporting you and helping you achieve your financial goals in the future. Thank you again for your support.Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Merging pensions
How has Luke Smulders helped you?
Helped to realign my portfolio to suit my pension needs and also review existing savings etc.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Luke is fantastic and really knows his stuff.
Luke:
Thank you for your wonderful review and for taking the time to leave a review. It is a pleasure working with you, and I'm delighted that you were happy with the service and advice provided. Your feedback is greatly appreciated and I look forward to supporting you with your financial planning in the future.