Grant Pendleton

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Grant made a visit to our home, which was much appreciated. He gave good advise & suggestions & we thought his rates were fair.

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Grant was excellent and clearly explained my options which I need to explore in greater detail. He is extremely personable and I enjoyed meeting him. Overall, I was extremely impressed; he gave me a very generous amount of his time and when I have decided which route to go down (which may take a little time) I am sure I will use him.

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Felt very comfortable talking to Grant. He is very knowledgeable and was able to help with our query. Nice that he had a sense of humour too!

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I felt I could trust Grant

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Very clear and helpful.

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Grant phoned me and ran through a few things. He suggested I gather some more information and then contact him again, he offered a free home visit to run through things once I had gathered all information that we discussed during the phone call

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

Required life insurance

How has Grant Pendleton helped you?

Showed me at a range of insurance companies that would offer me the cover I required at a rate I could afford.

Have you seen the outcome you were hoping for?

Yes found a company offering the the correct cover within budget.

What could they have done better?

He was completely helpful in all aspects of the application and after with follow up questions.

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

A need to update our Life Insurance

How has Grant Pendleton helped you?

By reviewing rates and advising accordingly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - great service

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Very accommodating as we needed last minute help! Clear, knowledgeable and courteous. We will be asking Grant to help us with a pension issue and from the first meeting, have a good impression of his integrity and capabilities.

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A very well presented gentleman, turned up exactly on time and spent quite a lot of his time going through ideas with me, can recommend him

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

redundancy and need to reassess my two DC pensions and possible DB scheme transfer. I would have wanted advice and in any case was legally required to seek advice from IFA re the possible DB scheme transfer.

How has Grant Pendleton helped you?

He asked comprehensive questions about my circumstances, concerns and range of potential future needs (very few can say they have concrete future plans) He explained the process for transfer and especially with the DB scheme we went in detail through the evaluation report and its implications. Finally he identified a suitable fund for my funds that met my requirements for balanced security/growth. He was working against tight deadlines due to the DB scheme valuation and also had to use other trusted IFAs for the DB transfer. Throughout all he has worked hard to ensure actions met the deadlines.

Have you seen the outcome you were hoping for?

Yes. Deadlines were met and I'm happy with my new consolidated pension account which I have a realtime view of online. Fees were negotiated in view of the fund size and were competitive.

What could they have done better?

At the very start of the process Grant was busy with other business and I had some concerns when he didn't reply to communications. However once underway things improved and I am very happy re this area now.

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

A career change and relocation was the prompt to review my company and private pension schemes.

How has Grant Pendleton helped you?

Outstanding professional service with a depth of knowledge - pensions now sorted and retirement plans in place.

Have you seen the outcome you were hoping for?

To early to say at present however the product was just what I was looking for.

What could they have done better?

Absolutely nothing - the whole process was professional without any complications. I would highly recommend Grant Pendleton to anyone looking for financial advise.

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

Looking to transfer my final salary pension into a more flexible scheme where I would have more control over my money.

How has Grant Pendleton helped you?

Impartial advice, no pressure and very informal. I felt at ease with Grant from the off. Grant explained many of the plus and negative outcomes with my proposed pension transfer.

Have you seen the outcome you were hoping for?

Everything is in the hands of my Final Salary Scheme and my new chosen Pension Scheme. Hopefully a favourable outcome.

Please provide a brief comment about your experience with Grant

Grant was excellent he explained everything really well. Came on time as agreed Very Professional

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

Having recently moved home we needed advice on the best life insurance options.

How has Grant Pendleton helped you?

Grant offered us some sound impartial advice which allowed us to make an informed decision which was right for us. Very friendly and professional service.

Have you seen the outcome you were hoping for?

Yes. The advice from Grant has meant we have a policy that suits all our needs.

What could they have done better?

Nothing...fantastic advisor who did exactly what he said he would. Thanks!

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

I needed some advice about taking out a private pension.

How has Grant Pendleton helped you?

He gave me great impartial advice.

Have you seen the outcome you were hoping for?

Yes.

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

I am getting to that age where I needed my pension lookedat to see if I would survive on the amount of money I could receive. Also I have 4 pensions and needed advice on what to do about the small ones.

How has Grant Pendleton helped you?

He looked at all my pensions and advised on what I could expect from them. He also talked about lump sums and the benefits of taking the lump sum and investments and different annuities . He helped me feel more clear on my future income.

Have you seen the outcome you were hoping for?

Yes I feel confident I have the right advice to enable me to retire with enough money to manage comfortably.

What could they have done better?

I feel I had the best advice that could not be bettered

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

Remortgage.

How has Grant Pendleton helped you?

Very helpful and insightful always a pleasure to deal with.

Have you seen the outcome you were hoping for?

Yes we are very satisfied with what I am financial have done for us.

What could they have done better?

Nothing they were great! Highly recommended

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

i am getting to the age where i needed to have a look at my pensions i have accrued over the years and whether they were sufficient when at pension age and also was there anything i could do to boost their value. I also wanted to check their value and whether to take a percentage of the pot as a lump sum.

How has Grant Pendleton helped you?

Greg looked at all my pensions and took the time to help me understand the implications of taking a percentage of the pot as a lump sum and helped to forecast my potential sum i would expect to receive. He was professional and not pushy at all. His advice was first class and i feel i have a better understanding of my options as i come to the end of my working life. He explained it in a way i could understand and went back over anything i was unsure of. i feel i now have my pensions sorted and could confidently recommend Greg to anyone.

Have you seen the outcome you were hoping for?

the outcome was perfect, i could not have asked for better. I have a clear understanding of my pensions and can confidently retire knowing my finances are in order.

What could they have done better?

i cannot think of anything that could be done to improve the service i received

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

Needed Pension Advice.

How has Grant Pendleton helped you?

Improved performance & lower charges.

Have you seen the outcome you were hoping for?

Yes.

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

I went to iamfinancial for pension advice as I had no idea what I should be doing in regards to this.

How has Grant Pendleton helped you?

A lot! Not only did they explain everything in an easy to understand way, they really took the time to understand my needs and find the best service and solution for me. I feel I can really trust their advice and I left feeling very confident I had made the right decisions.

Have you seen the outcome you were hoping for?

I was really happy with the services they offered me. It has provided me a peace of mind having all of this sorted and I feel totally comfortable with the solution they provided me. Not only that, but I understand all the finer points which makes me feel in control of my future.

What could they have done better?

Honestly, there is nothing I can suggest. I'm really happy with the outcome and the level of service.

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

Need for professional advice.

How has Grant Pendleton helped you?

Provided sound, honest advice I was looking for.

Have you seen the outcome you were hoping for?

Yes.

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

Retirement.

How has Grant Pendleton helped you?

Retirement planning advice.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

He couldn't have been more helpful.

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

I have limited knowledge of investments savings and pensions and looked for a friendly local professional company and I am financial was highly recommended to me.

How has Grant Pendleton helped you?

Gave me all the information I needed which enabled me to make an informed decision.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

There is nothing I would change about the experience

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

I was seeking general financial advice as I had a young family.

How has Grant Pendleton helped you?

I know Grant both personally and professionally and he made what to me were very complex and confusing financial decisions understandable and at a pace that I could easily follow. He fully understood what my needs and goals were rather than pushing his own agenda and as a result it was a really positive experience which helped me understand my options.

Have you seen the outcome you were hoping for?

Yes.

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

Buying a new home.

How has Grant Pendleton helped you?

He found us a really low rate mortgage and good life insurance which is really important to us now we have a young daughter.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing , I really have no complaints

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

Looking for a new fixed term mortgage, and health insurance.

How has Grant Pendleton helped you?

Grant has a way of explaining all the details in a logical and non jargon way which is extremely helpful, I now have my insurance sorted and will signing my mortgage in the next week or so.

Have you seen the outcome you were hoping for?

Most definitely, Grant is very reliable and informed. Grant will always be the first person I call when I need financial information.

What could they have done better?

Overall very happy with the service and help I received.

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

Needed pension advice and on a separate occasion landlords insurance.

How has Grant Pendleton helped you?

Clear concise information on all my options for pension investments.

Have you seen the outcome you were hoping for?

I'm still to decide which option to go with but I found him extremely helpful.

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

looking to buy my first property.

How has Grant Pendleton helped you?

Grant gave me sound advice on where to invest my money and found the best mortgages and pension schemes for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

it was perfect. hassle free and quick, no messing around

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

I was looking for a better mortgage.

How has Grant Pendleton helped you?

Better mortgage and insurance.

Have you seen the outcome you were hoping for?

Yes.

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

Investment of money inherited.

How has Grant Pendleton helped you?

Grant explained to me the various options of investment.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

The service was as expected

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

I wanted to plan for the future for me and my family.

How has Grant Pendleton helped you?

Grant has spent several hours sitting down with me and my mother to discuss our current situations our financial goals and the level of risk we are prepared to take with our savings.

Have you seen the outcome you were hoping for?

Yes my savings are growing nicely and my mother has been able to manage her finances far better after the death of my father.