Philip's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 81 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 20 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 20 )
£100k - £200k ( 14 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Philip
Had a quick response from Phil, we needed some quick advice, regards pensions, we’re not in a position to continue until our position is clearer.
Philip:
Hi Neil Thank you for the review and to clarify, my charge would be 2% of your transfer value, if you decide to go with me in January. Phil TruscottReview
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
it was mandatory
How has Philip Truscott helped you?
explained in detail how pensions and investments work and which would be best for myself and my family.
Have you seen the outcome you were hoping for?
Pension wise yes. The investments unsure because of the current market situation because of covid.
What could they have done better?
Dont really know as I have never needed to use a financial adviser before
Review
by a verified client in Nottinghamshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on whether to leave my pension as was or to move it. The amount meant that I required a financial adviser
How has Philip Truscott helped you?
Explained all the facts, never put any pressure on me. Worked in a timely and professional manor.
Have you seen the outcome you were hoping for?
Early days but yes
Review
by a verified client in Derbyshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge re Pensions.
How has Philip Truscott helped you?
Disseminated information in a friendly,non-judgemental way, spoke in very easy to understand termonology. Provided a very simple to understand/user friendly video which explained everything in great detail. Responded quickly to any emails I sent
Have you seen the outcome you were hoping for?
Yes, was able to make informed decision on the information received.
What could they have done better?
No improvement necessary for me
Review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Philip Truscott helped you?
Provided a pension forecast portfolio, gathered appropriate information, advised most suitable option for my future needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of, highly satisfied with the service provided