Warwick Ivel

Succession Wealth

Warwick's reviews

Reviewed for

Mortgages ( 2 )

Pensions ( 18 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 22 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 5 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 1 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 7 )

£100k - £200k ( 6 )

Up to £50k ( 4 )

£50k - 100k ( 5 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in North Yorkshire

2 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and looking to consolidate various pensions together with advice on the most appropriate course for future financial security

How has Warwick Ivel helped you?

Concise, clear and plain English explanations of products and implications of various strategies available.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At the moment I can't think any improvement is possible

Warwick:

Thank you for your review much appreciated

First impression

by a VouchedFor user

2 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Warwick

Pleasant, professional and empathetic - Warwick explained in plain English the various options available which gave me great confidence in him.

Warwick:

Thank you for your review Lynn. I will be in touch when I have further information.

First impression

by a VouchedFor user

3 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Warwick

I found him very pleasant & professional.

Warwick:

Thank you Linda

Review

by a verified client in Yorkshire

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Money saved after downsizing property

How has Warwick Ivel helped you?

He listened to my needs in regards to finances and advised appropriately.

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

nothing

Warwick:

Thank you I enjoyed our meetings

First impression

by a VouchedFor user

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Warwick

Absolutely brilliant.Very sympathetic and knowledgeable. Very helpful.

Warwick:

Thank you for your review I enjoyed speaking to you.