Reviewed for
Insurance and Protection ( 3 )
Pensions ( 39 )
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
a month 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
a month 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
2 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!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor was very friendly, providing lots of useful information and was extremely helpful today. I really appreciated his input Thank you
Trevor:
Thank you so much for your 5 star review Geraldine! It was an absolute pleasure assisting you. I’m glad the information I provided was helpful, and I’m always here if you have any more questions or need further support in the future.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Trevor
Trevor was very thorough and covered all the topics I was interested in.
Trevor:
Thank you for the kind words Naoimh! It was a pleasure working with you, and I'm glad I could cover all the topics you were interested in. I appreciate your feedback and look forward to future conversations.