William's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 98 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 13 )
£100k - £200k ( 15 )
Up to £50k ( 17 )
£50k - 100k ( 12 )
Review
by a verified client in Merseyside
a day 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
a month 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
5 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!Review
by a verified client in Merseyside
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a local advisor that I could meet face to face and discuss my requirement, Will fulfilled these for me.
How has William Smith helped you?
Will has helped the set up of my Pension Draw down for the future retirement.
Have you seen the outcome you were hoping for?
Seeing growth in my investment, hope this continues
What could they have done better?
Nothing really, help exactly in the area I needed.
William:
Thank you so much for taking time to review my services, this really helps people find me! I look forward to speaking to you soon1Review
by a verified client in Merseyside
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an IFA to act on my behalf dealing with two pension companies.
How has William Smith helped you?
Will has been so helpful in dealing with my pension. Straight, no messing around and talks a financial language I could understand. Will made me feel at home, relaxed and above all I trusted him with my pension.
Have you seen the outcome you were hoping for?
Yes, very much so. Will's guidance and advice help made my decision very easy.
What could they have done better?
I have no issues with Will at all. I highly recommend him.
William:
Thank you for taking the time to leave a review . I'm glad you found my advice easy to understand and I look forward to seeing you again soon!