Steve's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 4 )
Pensions ( 172 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 127 )
Investments and Savings ( 151 )
Pension Transfers - Non Specialist ( 43 )
Inheritance Planning ( 97 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 36 )
Financial Planning ( 138 )
Financial Mentoring ( 16 )
Financial Coaching ( 9 )
Reviewers' assets
£500k+ ( 55 )
£200k - £500k ( 42 )
£100k - £200k ( 19 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 7 )
Review
by a verified client in Cambridgeshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a result of changes to employment I had acquired numerous pensions with different providers over the past 30 years which would have meant my having to deal with numerous companies and potentially many pension payments of varying amounts.
How has Steve Perera helped you?
Steve helped and supported me in reviewing and then consolidating my existing pension funds into a single package which means that ongoing administration and management is a breeze. Furthermore Steve and his team have provided me with a comprehensive service involving not only pension planning and investments but also financial planning and we have touched upon and discussed inheritance planning both in the short term and long term
Have you seen the outcome you were hoping for?
Absolutely - life is now a breeze when it comes to pensions and associated investments and I am reassured that should anything happen to me my wife and beneficiaries will be a in a sound place
What could they have done better?
Nothing worth mentioning
Steve:
Thank you, Nigel, for taking the time to leave such a thoughtful and detailed review. It is particularly rewarding to hear that consolidating the various pensions you had accumulated over the years has made their ongoing administration and management so much simpler. One of the key benefits of financial advice is being able to bring different aspects of your finances together, rather than looking at each in isolation. I am therefore pleased that our work has extended beyond pension consolidation to include your investments, wider financial planning and discussions around inheritance planning for both the short and longer term. Most importantly, it is good to know that you now feel reassured about your financial arrangements and that your wife and other beneficiaries would be in a sound position should anything happen to you. Providing that clarity and peace of mind is a very important part of the work that my team and I do. Thank you again, Nigel, for your kind feedback and for placing your trust in us.Review
by a verified client in Worcestershire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge
How has Steve Perera helped you?
Sound advice and support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you very much, Stuart, for taking the time to leave your review and for your kind feedback. It is particularly pleasing to hear that the advice and support you have received have helped you achieve the outcome you were hoping for. You mentioned that a lack of knowledge was what initially led you to seek financial advice. This is something many people experience, as financial planning can involve complex decisions and it is not always easy to know which route to take. Having professional advice can help bring clarity to those decisions, provide reassurance and ensure that your financial plans remain focused on what matters most to you. I am also grateful for your comment that there was nothing you felt could have been done better. Providing sound, ongoing advice and support is an important part of building a trusted adviser relationship, and I am delighted that this has been your experience. Thank you again, Stuart, for your feedback and for placing your trust in me.Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steve was a colleague of my accountant initially.
How has Steve Perera helped you?
He has always been someone I could trust with our financial advice and inheritance plaanning.
Have you seen the outcome you were hoping for?
Who knows what future Governments will do but we have always felt that the advice we were and still are being given is sound.
What could they have done better?
Nothing that I am aware of.
Steve:
Thank you so much, Janet, for taking the time to share such thoughtful feedback. It means a great deal to know that you have always felt able to trust the financial advice and support you have received over the years. I’m particularly pleased that you feel the advice around your finances and inheritance planning has been sound. As you rightly point out, none of us can know exactly what future Governments may do, particularly when it comes to taxation and financial legislation. That uncertainty makes regular financial planning and ongoing advice all the more valuable. My aim has always been to help you understand your options, make well-informed decisions and ensure your plans can adapt as your circumstances, priorities and the wider financial landscape change. Thank you again for your continued trust and for saying there is nothing you feel I could have done better. I greatly value our ongoing relationship and look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
TO CONSOLIDATE ALL MY DC PENSIONS AND ENSURE I WAS WELL ADVISED ON HOW TO INVEST THEM
How has Steve Perera helped you?
HE HAS CONSOLIDATED MY PENSIONS AND KEPT ME INFORMED ABOUT THE APPROPRIATE WAY OF INVESTING THEM
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING MUCH
Steve:
Thank you very much, Stephen, for taking the time to share your feedback. I’m pleased to hear that consolidating your defined contribution pensions helped you achieve the outcome you were looking for, and that you have felt well informed about how your pension is being invested over the years since then. Bringing several pensions together can make retirement planning easier to understand and manage, while also providing an opportunity to ensure the investment approach remains appropriate for your circumstances, objectives and attitude to risk. I’m glad that the advice and ongoing service you have received have been helpful. An important part of my role is to continue reviewing your arrangements, explaining any changes clearly and helping you make informed decisions as your circumstances, objectives and investment markets evolve. The aim is to ensure that your retirement plans remain appropriate over the longer term. Thank you again for your feedback, Stephen, and for trusting me to advise you on your pensions and retirement planning over many years.Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steve Perera was highly recommended to me by my accountant, whose advice I greatly respect, some years ago. I engaged with Steve initially on pension and retirement planning.
How has Steve Perera helped you?
I have worked with Steve and his team for many years, always receiving good, professionally considered advice and services, tailored to my individual outlook and needs, and always with friendly and great customer care. Annual planning is consistently well executed and outstanding work arising from planning meetings is competed and delivered in a timely manner. Quality assurance and oversight has been faultless in my experience.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There is nothing I would point to.
Steve:
Thank you, Andrew, for taking the time to leave such a thoughtful review. It has been a pleasure working with you over the years, and I really appreciate your kind comments about the advice and service you have received from both me and the team. I am particularly grateful that you highlighted our tailored approach, the quality of our annual planning, and our commitment to delivering agreed actions promptly. Knowing that you feel the advice has been professionally considered, while also being supported by friendly customer care, is exactly the experience we aim to provide. It is also very rewarding to hear that you have achieved the outcomes you were hoping for since we first started working together on your pension and retirement planning. Thank you again for placing your trust in us following your accountant's recommendation. We look forward to continuing to support you in making informed financial decisions and helping you achieve your long-term goals in the years ahead.