Ian's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 27 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 45 )
Financial Mentoring ( 12 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 5 )
Up to £50k ( 3 )
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for robust financial planning
How has Ian Howe helped you?
Ian has pulled everything together in one place, invested it in appropriate vehicles and given excellent advice throughout. Now we know what the financial future looks like.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing occurs.
Repeat review
by a verified client in West Sussex
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Howe helped you since your last review?
Ian has continued to produce excellent growth from my investments and this year has particularly given me advice on capitalising on income from them.
Repeat review
by a verified client in Wiltshire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Howe helped you since your last review?
Two visits and correspondence when necessary.
Repeat review
by a verified client in Dorset
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Howe helped you since your last review?
Reviewed and amended our income requirements and actioned changes as agreed in a timely manner
Repeat review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Howe helped you since your last review?
Very useful coaching