Guy's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 6 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 2 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 9 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 28 )
Financial Mentoring ( 9 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 9 )
£100k - £200k ( 5 )
Review
by a verified client in Surrey
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Together with my wife, I wanted to be sure that we were in the best possible financial position both now and in the future.
How has Guy Skinner helped you?
Guy has helped me to understand my attitude to risk, achieve greater returns on my pension and improve my life insurance.
Have you seen the outcome you were hoping for?
Yes - I feel that I have a greater understanding of my current and future financial position.
What could they have done better?
Provide a brief mid-year update.
Review
by a verified client in Surrey
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching full retirement and wishing to plan best options
How has Guy Skinner helped you?
Set out a clear strategy, with clear funding at all stages.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Review
by a verified client in London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Move from st James place
How has Guy Skinner helped you?
Improved pension performance and advised for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was recommended by the CFO centre when we engaged them regarding my business.
How has Guy Skinner helped you?
He has reviewed my finances and help me consolidate all these and provide very sensible advice
Have you seen the outcome you were hoping for?
Yes I have
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Capital investment and pension planning.
How has Guy Skinner helped you?
Professional long term planning for pensions and investments.
Have you seen the outcome you were hoping for?
Absolutely. No issues at all.
What could they have done better?
Just keep communicating as much as possible with clients.Platform user friendly systems so as Clients feel confident on their capital investments to understand the way forward.