Ken's reviews

Reviewed for

Pensions ( 4 )

Investments and Savings ( 3 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Financial Planning ( 2 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 1 )

Review

by a verified client in Buckinghamshire

15 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pending retirement I was looking for advice regarding invested savings.

How has Ken Thompson helped you?

After discussing my thoughts and future needs Ken was able to advise on a suitable path to take.

Have you seen the outcome you were hoping for?

Yes. the outcome has been very satisfactory.

What could they have done better?

I think the advise given has proved to be right and we have achieved our goal.

Review

by a verified client in Manchester

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I felt i needed advice / help

How has Ken Thompson helped you?

Advising me all the way & for the longer term

Have you seen the outcome you were hoping for?

Yes,very much

What could they have done better?

Mot much regarding the markets

Review

by a verified client in Buckinghamshire

9 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed quality advice on a variety of things and Ken came recommended by a trusted colleague

How has Ken Thompson helped you?

He's sorted everything that I needed, or passed on to others if outside his areas of expertise.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Buckinghamshire

a year ago

Overall

Service

Advice

Value

What were the circumstances that caused you to initially look for an adviser?

I needed advice on private pensions and inheritance.

How has Ken Thompson helped you?

Ken has always been quick to respond to any inquires that I have raised and delt with them accordingly.

Have you seen the outcome you were hoping for?

Yes, I am more than pleased with the results gained from the advice given.

What could they have done better?

I like regular account and market updates and the personal attention I receive, the service is excellent !