Stuart's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 76 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 16 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 20 )
£50k - 100k ( 3 )
Up to £50k ( 6 )
Repeat review
by a verified client in Cumberland
17 hours 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
a day 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.
Repeat review
by a verified client in Cumberland
4 days 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?
Gives me confidence I'm on the right track
Repeat review
by a verified client in Cumbria
7 days 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?
Provided reassurance of financial route taken.
Repeat review
by a verified client in Cumbria
7 days 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?
Pension and investment advice