Steve's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 8 )
Pensions ( 58 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 119 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 40 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 17 )
£100k - £200k ( 15 )
£50k - 100k ( 7 )
( 1 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Steve
Contacted RWM via email and got a rapid response. Arranged to meet Steve at a time convenient to myself (1pm during my dinner break). Steve talked me through the finer points of salary sacrifice and helped me complete my Interactive Investor form, as well as providing longer term advice on how I could proceed once in retirement. Highly recommend Ribble Wealth Management
Steve:
Many thanks for your review, Gareth; it was a pleasure to meet you and whilst you presently appear to have no need for our services, wish you every success and hope to hear from you when you do need us!Review
by a verified client in Worcestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Steve Crowe helped you?
Steve has given us sound financial advice as and when we needed it.
Have you seen the outcome you were hoping for?
Absolutely, 100%
What could they have done better?
N/A
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unfortunately my parents passed away and therefore I inherited both property and money
How has Steve Crowe helped you?
I appointed Steve as the executor and he did everything (effectively and efficiently) that comes with this responsibility. Once probate had been granted and the funds had come through, we then had a few meetings to understand and agree how best to invest the money. Since the investments have occurred, Steve has been on hand to answer any queries that I have.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Many thanks for your positive review, it is much appreciated by me and the team.First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Steve
Steve responded super quick to my enquiry sent via this site. Received a phone call the same day and I met with Steve in person within 2 days. Steve was very helpful regarding some inheritance tax and probate forms which he helped me complete and he is continuing to help me with my late fathers pensions. Steve is knowledgeable, friendly, quick to respond to queries and goes out of his way to help. His personal assistant Emma was welcoming, friendly and efficient. I would definitely recommend Steve and his company.
Steve:
Many thanks for the positive feedback Melony, it is very much appreciated, and we look forward to hopefully being of assistance in the future.Review
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a number of separate pensions and needed advice on which we’re not performing well and whether pooling all together would be more efficient.
How has Steve Crowe helped you?
Steve helped gather all the data and performance of my various funds and then developed a strategy as to how best to maximise potential.
Have you seen the outcome you were hoping for?
Not yet - this is still a work in progress. Pension funds don’t move with any speed !
What could they have done better?
Nothing. All very clearly laid out service.