Derek's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 11 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Merge my pension
How has Derek Scott helped you?
Helping with the process.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Derek did what he said he would do and kept me informed.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several work pensions that I had no idea absolutely what they were doing , or even where they were and wanted to consolidate them all into one .
How has Derek Scott helped you?
He was very helpful , clear advise , completely stress free for myself as they done all the initial routing around all the companies where I had worked .I felt very at ease when we have meetings to discuss how the pension funds were developing , very trustworthy and a great person to have along side me , communication is always the highest level .
Have you seen the outcome you were hoping for?
Yes and much more and couldn’t be happier .
What could they have done better?
There is nothing as the service is amazing .
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was given bad advice from my previous advisor
How has Derek Scott helped you?
Derek and his team have worked hard and sorted out all of my problems
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing they've done exactly what I wanted
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My company pension was stagnant and not making any money or growing other than what I was adding in monthly myself.
How has Derek Scott helped you?
He gave me great advice and helped me what to do for the best. He explained everything in a way that wasn’t overwhelming. He helped me make an informed decision
Have you seen the outcome you were hoping for?
Absolutely. My pension has actually made money this year.
What could they have done better?
I can’t actually think of anything
Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to explore my pension options
How has Derek Scott helped you?
He gave me expert advice regarding my pension options. Taking into account my short, medium and long term goals.
Have you seen the outcome you were hoping for?
I have been delighted both with the performance of my pension and the support Derek has personally provided me.
What could they have done better?
Nothing