Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 1 )
Pensions ( 120 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 125 )
Auto Enrolment ( 1 )
Investments and Savings ( 229 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 151 )
Long Term Care ( 37 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 144 )
Financial Mentoring ( 44 )
Financial Coaching ( 10 )
( 1 )
Reviewers' assets
£500k+ ( 55 )
£200k - £500k ( 43 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
( 2 )
Up to £50k ( 7 )
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and what to do with my work and state Pension
How has Ben Cordiner helped you?
Initially Ben provided financial assistance on how best to manage my Pension pot when I retired. Since then he has advised me on how to make best financial use of my savings. This leaves me to enjoy my retirement without any financial worries
Have you seen the outcome you were hoping for?
Excellent outcome - Ben's advice has ensured that I can enjoy my retirement in the knowledge that I have the financial backing to support my chosen lifestile
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially a smallish lump sum that came from an endowment mortgage prompted us to realise that we needed advice to gain the maximum benefit from it.
How has Ben Cordiner helped you?
Ben has helped us both with investment advice and detailing options available to us with retirement funds and pensions.
Have you seen the outcome you were hoping for?
Yes, we believe that without acting on his advice we would now be in a less stable situation.
What could they have done better?
Happy with the way our contact operates.
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My lack of knowledge of the financial markets
How has Ben Cordiner helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Improved office organisation
Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were initially looking advice on pension investments for the future
How has Ben Cordiner helped you?
Ben and his team have guided us not only through pension decisions but into wider investments of savings and inheritance monies we have received. Ben has clearly explained scenarios of possible options to us but left the final decision to us.
Have you seen the outcome you were hoping for?
It certainly has
What could they have done better?
Nothing I can think of. Whilst we have always had period reviews he has always been on hand to help when circumstances change abruptly
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ben was advisor for my late husband. Since his death, Ben has continued to support and advise in my financial affairs.
How has Ben Cordiner helped you?
Over the past 16 months with financial portfolio and years prior to that with my husband’s affairs. His professionalism, expertise, knowledge and support and kindness have been invaluable.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A