Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 1 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 15 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in London
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous financial advisor was from Nottingham and I-was advised to change to another.
How has Arthur Hill helped you?
He has been very understanding and patient especially as I have a severe hearing loss. Arthur has gone out of his way to also point out how I can get a reduced bill on services like BT broadband and telephone. Arthur has put my worries at rest as he seems very confident in his work position and is doing his best to help me in my financial situation.
Have you seen the outcome you were hoping for?
I am happy so far with how everything is working.
What could they have done better?
Arthur has done more than I expected and I am so grateful.
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Hitting 55 and needing to plan for Executive Pension coming to and end and requiring a financial review
How has Arthur Hill helped you?
A full assessment of current and future financials plan and put us in a very strong position particularly for tax planning and salary sacrifice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All aspects of the service are excellent
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
complex financial set up as a sole trader
How has Arthur Hill helped you?
Advising on a wide range of financial matters including long term planning, pensions, insurance, etc.
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following my divorce a couple of years ago I needed help and advice amalgamating various pensions, investing funds from divorce settlement and planning financially for my future
How has Arthur Hill helped you?
Arthur has provided detailed annual review of pension and savings at face to face meetings. He has been responsible for overseeing transfers of funds as needed to ensure tax efficiency and best returns.
Have you seen the outcome you were hoping for?
Yes, my plan to be able to stop working at 55 is still on track.
What could they have done better?
Not sure
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Greater income, reduced availability of time, and increased complexity of needs as a result of having children.
How has Arthur Hill helped you?
Without him our finances wouldn’t be working for us.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Literally nothing.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for professional financial advice to help manage my investments and pension.
How has Arthur Hill helped you?
Arthur is knowledgeable, professional, pro-active, enthusiastic to help and friendly. He delivers clear advice and is able to able explain complex constructs in a digestible and understandable manner.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure that my wife and family are provided for as I reach retirement age
How has Arthur Hill helped you?
Collaborative approach to financial management… sharing our goals and plans as we move towards retirement
Have you seen the outcome you were hoping for?
Completely achieved our initial outcomes and secured the medium & long term plans
What could they have done better?
Nothing could have improved the approach and partnership that Arthur has developed to achieve our aspirations
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It's too hard to do all of this yourself and wanted good expert advice.
How has Arthur Hill helped you?
He has answered any question I have asked him, and offered useful advice and solutions for my needs. He has also helped my children start learning about looking after money and making it work for them.
Have you seen the outcome you were hoping for?
I definitely am better informed by his advice and thus make better decisions.
Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To tidy up our pensions
How has Arthur Hill helped you?
Financial planning. Life insurance advice and pension advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He’s been excellent.
Review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to take early retirement
How has Arthur Hill helped you?
Setting out a plan to meet our financial needs, giving us a better understanding of what was required to retire early & has been very informative & helpful .
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 year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Startin our own business and requiring pension advise
How has Arthur Hill helped you?
Oensions and retirement planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received inheritance money, wanted advise to receive better return and future planning
How has Arthur Hill helped you?
Professional advise given by Arthur was very helpful, which helped me with my future planning of my investment
Have you seen the outcome you were hoping for?
yes
What could they have done better?
At present happy with the service received
Review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to plan pension
How has Arthur Hill helped you?
given good advice
Have you seen the outcome you were hoping for?
ongoing
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Insurance cover given age felt it sensible to explore avenues
How has Arthur Hill helped you?
Ran through all possible options and cost benefit trade offs with insurance , explained all the set up and took me through all the forms and Ts and cs in through detail.
Have you seen the outcome you were hoping for?
Yes , vitality is great and was great advice and great level of cover at the right time
What could they have done better?
N/a
Review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investing lump sums from retirement pensions and savings
How has Arthur Hill helped you?
Gave advice on different options that were open to me, for my investments and work pensions
Have you seen the outcome you were hoping for?
Up to now yes
What could they have done better?
Up to now he could not have done any better
Review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For advice on investing lump sum payments on retirement.
How has Arthur Hill helped you?
He has always given sensible reassuring advice for my finances in the future.
Have you seen the outcome you were hoping for?
Yes at the moment my investments have increased.
What could they have done better?
It is hard to say as I have no complaints at the moment.
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i dont have the time or extensive knowledge to be able to manage my entire financial needs so i need Arthur's expertise to do this.
How has Arthur Hill helped you?
Arthur has been able to provide the financial advise that i need both personally and also for the business. Our annual reviews are extremely useful and help set the course for the following year/years. I also know that Arthur is keeping everything in th background and will notify me if any changes are required.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing comes to mind.
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To save for a pension
How has Arthur Hill helped you?
As above
Have you seen the outcome you were hoping for?
It has been challenging times in the equities market. However Arthur has provided sound and reliable advice throughout. We have regular annual performance meetings
What could they have done better?
Nothing further. I’m happy with the service
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've reached a point in my career, when I wanted to start planning for the future with more structure.
How has Arthur Hill helped you?
Arthur explained everything to me in high detail, answered all the questions I had and helped me to set it all up as well.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in East Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Come into an unexpected sum of money and planning for future retirement.
How has Arthur Hill helped you?
Arthur set out ways in which I could plan for retirement in a tax efficient way whilst reducing risk in my investment portfolio.
Have you seen the outcome you were hoping for?
Yes, I now have clarity in my path to retirement and diversification in my investments.
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed somebody to take over the management of my personal pension and also to help me with general financial planning.
How has Arthur Hill helped you?
Arthur has been a breath of fresh air - he is friendly, knowledgable and diligent. His aim is always to protect the interests of me and my family and from Day 1, I knew I was in good hands.
Have you seen the outcome you were hoping for?
Absolutely. I was floundering... but now we have a solid plan and I feel in control again. Thank you, Arthur :)
What could they have done better?
Absolutely nothing. He's gone above and beyond for me and I am very grateful.
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing support with retirement funds
How has Arthur Hill helped you?
Ongoing support to maintain my standard of living
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
Nothing
Review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire early
How has Arthur Hill helped you?
Come up with a suitable plan to help us fulfill our need’s going forward
Have you seen the outcome you were hoping for?
So far
What could they have done better?
A more detailed explanation of the changes to the plan year on year