Ian's reviews
Reviewed for
Insurance and Protection ( 53 )
Mortgages ( 31 )
Pensions ( 123 )
Equity Release ( 15 )
Retirement income (annuities, drawdown) ( 66 )
Investments and Savings ( 228 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 42 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 39 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 41 )
£100k - £200k ( 33 )
£50k - 100k ( 26 )
Up to £50k ( 29 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Sparks helped you since your last review?
He helped me decide how to go forward with my small savings, deciding to finally close the stocks and shares portfolio, as with change of government, thought it too risky for me, as I don't have enough cash to fall back on should shares drop.
Repeat review
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Sparks helped you since your last review?
Ian has provided quality financial planning advice.
Repeat review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Sparks helped you since your last review?
This years meeting with Ian was just an update on how my pensions and investments are performing plus any updates or changes that may be applicable to my investments in the forthcoming year. Ian has been looking after my financial affairs for 7 years now and he is very professional and knowledgeable in the world of finance. If you are looking for somebody to sort out your finances, Ian is the man you need to talk to, I highly recommend him. He's friendly and very easy to talk to.
Repeat review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Sparks helped you since your last review?
Similar guidance, slightly adjusted with a view to house buying.
Repeat review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Sparks helped you since your last review?
The on going advice and Ian's investment skill continue to be of the highest quality. Ian is always very willing to offer help and responds promptly to any requests.