Ben Owen

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

savings, investments & pension

How has Ben Owen helped you?

with all of the above

Have you seen the outcome you were hoping for?

yes

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

Ben is always there for any advice I require. Excellent service.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

He’s kept us updated regarding our investment.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

Ben has been effective and efficient in ensuring we have the best options available to consider. We are always confident in his knowledge and capability as he ensures we fully understand what we are doing.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

Regular contact, I have no reason to question any advice given and happy with the results and communication.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

We have benefitted from Ben's ongoing reviews of our portfolio and his understanding of our financial circumstances. Ben has also responded quickly and clearly to ad-hoc questions regarding financial matters outside of our experience.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

I recently had my annual pension review and I couldn't be more satisfied. Ben was incredibly thorough, ensuring I understood everything by explaining it very well. His approachable and patient demeanor made it easy for me to ask any questions, and nothing was too much trouble for him. He even made the pension review process interesting and engaging. Highly recommend!

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

A review of progress since finishing working full time.

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

Wanted expert impartial advice on planning for our financial future

How has Ben Owen helped you?

Provided on-going advice which has proved beneficial in all areas

Have you seen the outcome you were hoping for?

Continual growth in savings & pension pots

What could they have done better?

Nothing

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

We knew Ben when he was training and often discussed our financial plans with him. when he set up independently we transferred our business to him.

How has Ben Owen helped you?

In may ways regarding our financial situation, from advice regarding pensions, investments to inheritance.

Have you seen the outcome you were hoping for?

Yes although due to world events our portfolio is not growing as much as it has at times.

What could they have done better?

Nothing. He has also advised our children regarding their portfolios and their future.

This review is a follow-up review from a client who left a review previously.

How has Ben Owen helped you since your last review?

Always very helpful and always there on the phone for advice

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

Retirement

How has Ben Owen helped you?

Advice. Setting up new schemes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Family had previously used him.

How has Ben Owen helped you?

He has helped me to understand my finances and grow my savings.

Have you seen the outcome you were hoping for?

Yes Ben has been excellent.

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

To ensure best returns on surplus savings.

How has Ben Owen helped you?

By understanding the level of risk I was prepared to accept and the type of investment which would suit me.

Have you seen the outcome you were hoping for?

My investments have performed better than savings in cash accounts.

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

to help with making the most of our savings and income

How has Ben Owen helped you?

Ben has managed our investments and given useful advice ready for our retirement.

Have you seen the outcome you were hoping for?

Yes

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

to benefit from more robust knowledge.

How has Ben Owen helped you?

Ben is knowledgeable, efficient and helpful. He has always provided good advice.

Have you seen the outcome you were hoping for?

Yes. I cant recommend Ben enough.

What could they have done better?

Nothing.

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

pension scheme needed closer scrutiny

How has Ben Owen helped you?

taking away the personal responsibility of making unprofessional decisions to a personal professionally decisions with guidance

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

I decided about 6 years ago to get some financial advice and family has recommended someone. This is where I was introduced to Ben.

How has Ben Owen helped you?

I have worked with Ben for some years on ISA investments, however in the last 12 months the amount of contact I have made with Ben has significantly increased. Its bee a difficult period for investing but I have fait in Bens advice and look long term. This is why I have increased the amount I have spoken to Ben as I have decided to invest more, into an ISA, look at Mortgage switch options and have looked private pension contributions.

Have you seen the outcome you were hoping for?

Yes, I am content. A few years ago things where doing better than now, but I understand that is not Ben, that a the world for most people at the moment. I am comfortable with the progress over the last few years and am quite confident that the next few years will be better.

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

We wanted to ensure we were prepared for retirement and were getting the most out of our assets

How has Ben Owen helped you?

Ben has been clear in his advice, listened to what we wanted and provided options. He has ensured that we are confident and clear about our finances going forward. He is very approachable and available as needed. He also regularly updates us.

Have you seen the outcome you were hoping for?

Yes, even in a tough market we are happy with how our plan and investments have progressed

What could they have done better?

All good at present

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

Required pension & savings advice

How has Ben Owen helped you?

Provided advice on risk & ethical nature of pensions & savings

Have you seen the outcome you were hoping for?

placed us with relevant products for our requirements

What could they have done better?

very happy with what has been provided

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

My father died and I inherited his house and a reasonable amount of money. I wanted to look after this until retirement.

How has Ben Owen helped you?

He advised on several aspects of financial planing. Including isas, savings accounts and work pension top up. Very knowledgeable and made things easy to understand

Have you seen the outcome you were hoping for?

Won't know outcomes for at least a year but I feel the money is safe and reasonably protected

What could they have done better?

I'm very happy with the services provided. It was exactly what I was looking for

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

I have inherited a little money and wanted to put the capital to work for us.

How has Ben Owen helped you?

Ben has advised us on the best course of action to get the most from our savings.

Have you seen the outcome you were hoping for?

It’s a little early to say yet, but the signs are good.

What could they have done better?

There’s a lot to take in and it can get very confusing, but Ben is very patient and explains things again if needed.

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

I was seeking support to plan my retirement income.

How has Ben Owen helped you?

Ben is providing support to structure my pensions, advice on pension plans and planning for my financial future.

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

Nothing

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

Annual pension review

How has Ben Owen helped you?

Expert and knowledgeable guidance to help me understand and make informed decisions around my retirement plans. Ben explains everything and is very thorough. Nothing is too much trouble and I have always felt that I can raise any questions and that he is always happy to help me.

Have you seen the outcome you were hoping for?

Excellent advice and I am clear about expectations in terms of growth and risk within the markets. This gives me huge peace of mind

What could they have done better?

Completely satisfied with the service, professionalism and honest advice. Would have no hesitation in recommending

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

I wanted a local advisor

How has Ben Owen helped you?

taught me better advice on pensions

Have you seen the outcome you were hoping for?

not really but the stocks shares are volatile at the moment

What could they have done better?

not sure he gave me good advice

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

We needed a full pension review for both myself and my husband. We also wanted to make a financial plan for our retirement.

How has Ben Owen helped you?

Ben was so helpful in reviewing our finances & existing pensions. He was thorough and professional in listening to our needs and hopes for the future. He came back to us a clear plan of action for us which we acted upon. He kept us informed throughout the process and everything went smoothly.

Have you seen the outcome you were hoping for?

We are feel much happier about our future, financially, now and have a clear plan to achieve that. We are delighted with the service Ben provided, a consummate professional.

What could they have done better?

Nothing at all

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

I had a number of pension products from previous employers, which I needed to understand, with a view to retiring. I was in need of professional help and guidance, over and above the GOV.UK support. I was unsure if I could afford to retire.

How has Ben Owen helped you?

Ben clearly helped me to make a well reasoned decision to retire. Ben was patient with me, and through his supportive approach and personality, he removed the reticence I initially had about using an Adviser. Ben helped to instil confidence in my making a significant life changing decision. He took time to understand my lifestyle needs in making his recommendations.

Have you seen the outcome you were hoping for?

Absolutely. I have retired with financial confidence, thanks to Ben's professional advice and guidance. I have removed my worries and replaced them with positive retirement plans. The outcome was not just financial, but emotional too. I'm looking forward to my journey ahead with peace of mind. And that's important for me.

What could they have done better?

Nothing. Enough said.

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

I needed a financial advisor to transfer my original pension.

How has Ben Owen helped you?

Ben found another provider for me.

Have you seen the outcome you were hoping for?

Not as yet it’s on going.

What could they have done better?

Nothing really.

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

Excellent service from Ben Owen. Very thorough and explained very clearly on all points needed. Also kept appointments to home and punctual. Good contact throughout and I felt I could call and ask questions at any time. Very grateful for patient advice.

How has Ben Owen helped you?

Private Pension advice after divorce.

Have you seen the outcome you were hoping for?

I am satisfied

What could they have done better?

Could not fault