Dominic's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Review
by a verified client in Lancashire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend
How has Dominic Liptrot helped you?
Suggested a fund for my ISA allowance
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Manchester
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed professional advice about pensions , investments and insurance.
How has Dominic Liptrot helped you?
He gave us advice and options that suited our requirement .
Have you seen the outcome you were hoping for?
Yes , we are very happy with the advice given .
What could they have done better?
This is the first time we have used a financial advisor and were happy with the service.
Review
by a verified client in Manchester
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Closure of works final salary pension scheme
How has Dominic Liptrot helped you?
Advised the best areas within new work pension scheme to invest in . Income protection, best company to choose with my circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Was very pleased with the service and never felt pressured .
Review
by a verified client in Merseyside
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was dissapointed in the return I was receiving in interest from my savings.
How has Dominic Liptrot helped you?
Dominic talked me through all the possible ways of investing my savings and together we decided on a plan I was happy with.
Have you seen the outcome you were hoping for?
Yes, my savings are doing much better than before I was with Dominic.
Review
by a verified client in Wiltshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice for long term investments and tax planning
How has Dominic Liptrot helped you?
Provided all the advice we needed
Have you seen the outcome you were hoping for?
YES
What could they have done better?
nothing more. everything we needed was carried out.