Stephen's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 2 )
Inheritance Planning ( 4 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Aberdeenshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Stephen was recommended by my pension provider.
How has Stephen Ooi helped you?
He's been giving regular advice on the status of my pension pot.
Have you seen the outcome you were hoping for?
Yes, he is providing me with reassurance that my pension is performing well for the future and is always willing to asnwer any questions I have.
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to combine my pensions and set up a monthly contribution. I did this with Intelligent Pensions with my advisor Alex, who retired, Stephen took over from him.
How has Stephen Ooi helped you?
Stephen has been very helpful. Explaining things clearly, giving me various options and is always available should I need further advice or clarification.
Have you seen the outcome you were hoping for?
Absolutely. I am more than happy with how my plan is working for me. I am managing to do all the things I had hoped for during my retirement.
What could they have done better?
Not sure I could think of anything that would need improved upon.
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Now retired
How has Stephen Ooi helped you?
Very knowledgeable and explained everything I needed
Have you seen the outcome you were hoping for?
All well,so far.
What could they have done better?
Happy with service given.
Stephen:
Bill, Many thanks for your review and I am glad that you've found our meetings helpful. It is always lovely to speak with you. As always if you need anything please do not hesitate to get in touch. Kind Regards, StephenReview
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Yearly ongoing review
How has Stephen Ooi helped you?
Simple language used, easy to understand, always approachable and contactable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, satisfied with the service
Stephen:
Jill, Many thanks for your 5* review. It is very much appreciated. I'm glad you that found out recent meetings helpful and I look forward to helping you meet your future retirement goals. As always if you need anything you need only pick up the phone or drop me an e-mail. Kind Regards, StephenReview
by a verified client in Inverness-shire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Made redundant and required financial davice how to manage long term investments
How has Stephen Ooi helped you?
Steven had done his homework and was able to answer all my questions to my satisfaction
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He has a good handle on things and is a very plesent young man and a credit to the company No need for much improvement
Stephen:
Willie, Many thanks for your review and I'm glad that you found our meeting productive and informative. I look forward to working with you in the future. If you need anything please do not hesitate to reach out. Kind Regards, Stephen