Trevor's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 17 )
( 1 )
£50k - 100k ( 6 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
21 days ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor was very professional and very knowledgeable. He answered all my questions and I would definitely recommend talking to Trevor about pension or financial queries.
Trevor:
Thank you for your kind feedback! I’m really glad I could answer all your questions and provide the guidance you needed. It’s always my aim to make financial planning as straightforward as possible. I really appreciate your recommendation, and if you ever need any further advice, I’m always happy to help.Review
by a verified client in Armagh
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Phased Retirement was something I was considering.
How has Trevor Johnston helped you?
He explained everything in great detail. I am not very good at understanding pensions and Trevor made it simple for me. I now have a clear understanding of what I need.
Have you seen the outcome you were hoping for?
Absolutely his advice was impartial and he not once made me feel under pressure to see anything from his point of view. All he cared about was what I needed from our consultation.
What could they have done better?
It was a very clear process where everything was for my benefit. There was nothing they could have done better.
Trevor:
Thank you so much for your 5 star review! I'm really pleased to hear that you found the process clear and beneficial. It’s also great to know you now feel confident about your next steps. If you ever have any further questions or need additional guidance in the future, please don’t hesitate to reach out. Wishing you all the best as you move forward with your plans!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor provided me with clear and succinct advice. He explained technical information in layman's terms which has reassured me about the options available to me in planning for retirement.
Trevor:
Thank you for your kind words Paula! I'm really pleased to hear that the advice I provided helped clarify your options and reassured you about planning for retirement. It’s important to me that complex information is presented in a way that’s easy to understand, so I’m glad to know that was helpful. If you have any more questions or need further help, feel free to get in touch anytime.Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I will be 60 this year to needed to look at my retirement options.
How has Trevor Johnston helped you?
Todays meeting with Trevor has given me a lot more confidence on the various retirement options that are available to me.
Have you seen the outcome you were hoping for?
Very much
What could they have done better?
Nothing
Trevor:
Thank you so much for your 5 star review Paul! It’s wonderful to hear that our meeting gave you greater confidence in exploring your retirement options. Please don’t hesitate to reach out if you have any further questions or if there’s anything more I can do to assist you on your retirement journey.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Trevor
Very informative and useful information provided on what to be considered when planning for retirement. Delivered with just the right balance of financial and practical advice.
Trevor:
Thank you for your kind words, Joe! I'm so glad to hear that you found the information helpful and that the balance of financial and practical advice worked well for you. Retirement planning can feel overwhelming at times, so I'm happy I could assist in making it a bit clearer. If you ever have more questions or need further support down the road, don’t hesitate to reach out. Thanks again!