Stuart's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 79 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 28 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 23 )
£50k - 100k ( 3 )
Up to £50k ( 6 )
Review
by a verified client in Cumberland
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and need to invest pension funds
How has Stuart Smith helped you?
He helped me invest my pension funds into tax free ISAS and has maintained our investments to a satisfactory standard
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Review
by a verified client in Cumbria
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially to transfer my pension funds
How has Stuart Smith helped you?
Stuart assists me and my family with all financial planning
Have you seen the outcome you were hoping for?
Yes pension and investments have performed well
What could they have done better?
Nothing comes to mind
Review
by a verified client in Outside UK
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal pension plans
How has Stuart Smith helped you?
On his advice I took up a personal pension which has performed roughly in line with expectations
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Cumberland
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stuart Smith helped you since your last review?
He’s given us specific guidance on retirement pensions.
Repeat review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stuart Smith helped you since your last review?
We have moved from planning for retirement into retirement, and Stuart has helped consolidate all our resources and plan their use in the coming years.