Stuart Brewer

Stuart Brewer

AFH Wealth Management

Stuart's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 53 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 17 )

Auto Enrolment ( 1 )

Investments and Savings ( 30 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 8 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 9 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 13 )

£100k - £200k ( 7 )

( 1 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Repeat review

by a verified client in Devon

3 months ago

Overall

Advice

Service

Value

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

How has Stuart Brewer helped you since your last review?

Always prepared to help. Answers the questions you put to him in understandable language.

Repeat review

by a verified client in Devon

3 months ago

Overall

Advice

Service

Value

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

How has Stuart Brewer helped you since your last review?

Stuart has continued to keep me updated and provided a first class service

Repeat review

by a verified client in Devon

3 months ago

Overall

Advice

Service

Value

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

How has Stuart Brewer helped you since your last review?

Stuart has helped me prepare for my retirement as I 66yrs old in February 2025.

Repeat review

by a verified client in Devon

3 months ago

Overall

Advice

Service

Value

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

How has Stuart Brewer helped you since your last review?

Keen to keep me updated , particularly important with my change of circumstances.

Review

by a verified client in Dorset

5 months ago

Overall

Advice

Service

Value

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

I was nearing retirement and, wanting to transfer from a defined benefit company pension, I needed advice to select a SIPP.

How has Stuart Brewer helped you?

Stuart has helped me in several ways involving selection of a SIPP, advice on the mechanism of a PSO, and transfer of my SIPP to a new platform. He has helped move things along when they appeared to have stalled.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

It has taken about a year to arrange the transfer of my SIPP to another platform. I have nothing to compare this with, but it is a much slower process than I was expecting. The delay has actually been an advantage however, as there is a more appropriate platform now available which was not available a few months ago.