Stuart's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 7 )
Pensions ( 134 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 82 )
Auto Enrolment ( 1 )
Investments and Savings ( 171 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 73 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 101 )
Financial Mentoring ( 18 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 49 )
£200k - £500k ( 32 )
£100k - £200k ( 25 )
( 3 )
Up to £50k ( 19 )
£50k - 100k ( 14 )
Review
by a verified client in Hampshire
11 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement, looking for financial advice on my personal pension plans
How has Stuart Brown helped you?
Help me understand my pensions options in a clear and simple manner and assisted in stetting up a draw down pension. Also receive a regular pension reviews
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension
How has Stuart Brown helped you?
Advised on the correct ways of saving for the future.
Have you seen the outcome you were hoping for?
Yes I have
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially pension planning
How has Stuart Brown helped you?
From pension planning my husband and I have now retired and are enjoying the benefits. Now Stuart helps with inter generational inheritance planning
Have you seen the outcome you were hoping for?
Yes. Very happy and comfortable with Stuart’s advice.
What could they have done better?
Nothing
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After repatriating to the UK, Stuart was recommended to me to help arrange and coordinate UK based investments including pension consolidation.
How has Stuart Brown helped you?
Stuart is grounded, has a curiosity to understand my end goals and then reverse engineer the actions and plans required to achieve them.
Have you seen the outcome you were hoping for?
Stuart maintains concise and updated feedback as we go through my financial journey together.
What could they have done better?
N/A
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My parents suggested it as they have an advisor and to plan for the future.
How has Stuart Brown helped you?
Helped me understand how to invest and what to invest in. How much my money is making me.
Have you seen the outcome you were hoping for?
Yes - I have made money on my investments.
What could they have done better?
Nothing.