William's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 99 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 8 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 13 )
£100k - £200k ( 16 )
Up to £50k ( 17 )
£50k - 100k ( 12 )
Repeat review
by a verified client in Cheshire
18 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has William Smith helped you since your last review?
William continues to secure our future financially. We have great piece of mind that he always gives us the the best advice and investments.
Repeat review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has William Smith helped you since your last review?
He was very clear on what the option were. Also very professional on.his approach
William:
Thank you for taking the time to leave a review Paul, I look forward to seeing you again later this year.Review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to maximise returns from savings which were otherwise sitting in a low interest bank account
How has William Smith helped you?
Investments which William has invested for us in a balanced portfolio over the last 10 years have performed very well.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't think it could have done better
William:
Thank you so much for leaving a review, I really appreciate it!Repeat review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has William Smith helped you since your last review?
The same level of professionalism and dedication to my future as the years before
William:
Thanks you for providing feedback Tommy, I look forward to our next meeting!Review
by a verified client in Manchester
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about my pension.
How has William Smith helped you?
He help advise the best way to consolidate my pension and release 25% of the pension fund.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
William:
Thank you for leaving a review , I really appreciate you taking the time to do so, I look forward to our meeting later in the year!